Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Wisdomtree Cloud Computing Etf (WCLD)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 117    12
Total shares held : 
 5,627,713  
% of shares held : 
 27.21%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -42  
Amount of shares held : 
 -1,868,454  
% of shares held change : 
   -9.04%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
6
 52,293
 0.93%
 
Increased Positions :
22
 495,227
 8.8%
 
Unchanged Positions :
37
 2,191,940
 38.95%
 
Decreased Positions :
52
-817,266
-14.52%
 
Closed Positions :
18
-1,598,708
-28.41%
 
Guru Positions :
1
6,115
 0.11%
 
View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for period: 12-31-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Summit Trail Advisors LLC 31 *New 2024-03-31 409,861 $14,271,000 409,861
   Jeneq Management LP 1 *New 2022-12-31 269,400 $6,757,000 269,400
   D E SHAW & CO INC 1499 *New 2024-03-31 73,930 $2,574,000 73,930
   IEQ CAPITAL LLC 353 *New 2024-03-31 47,043 $1,638,000 47,043
   Change Path LLC 315 *New 2024-03-31 38,344 $1,335,000 38,344
   SageView Advisory Group LLC 188 *New 2024-03-31 27,609 $1,076,000 27,609
   FIRST COMMUNITY TRUST NA 46 *New 2024-03-31 13,010 $453,000 13,010
   SpiderRock Advisors LLC 425 *New 2024-03-31 12,600 $432,000 12,600
   Cypress Point Wealth Management LLC 57 *New 2024-03-31 9,795 $341,000 9,795
   OROURKE & COMPANY Inc 114 *New 2024-03-31 8,426 $293,000 8,426
   Robertson Stephens Wealth Management LLC 422 *New 2024-03-31 8,184 $285,000 8,184
   Opal Wealth Advisors LLC 203 *New 2024-03-31 1,654 $58,000 1,654
   BROWN BROTHERS HARRIMAN & CO 798 *New 2024-03-31 1,082 $38,000 1,082
   Continuum Advisory LLC 665 *New 2024-03-31 1,116 $36,000 1,116
   VIMA LLC 228 *New 2024-03-31 338 $10,000 338
   Fernwood Investment Management LLC 625 *New 2024-03-31 185 $6,000 185
   YHB INVESTMENT ADVISORS, INC. 833 *New 2024-03-31 90 $3,000 90
   Ahrens Investment Partners LLC 1015 *New 2023-03-31 15 $0 15
  18 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us