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Get Institutions for : 
Wisdomtree Dynamic Currency Hdgd Intern Smallcap Equity (DDLS)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 23    0
Total shares held : 
 930,525  
% of shares held : 
 10.34%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   1  
Amount of shares held : 
 199,765  
% of shares held change : 
   2.22%  
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 :
2
 6,344
 0.68%
 
Increased Positions :
8
 253,386
 27.23%
 
Unchanged Positions :
6
 4,492
 0.48%
 
Decreased Positions :
7
-40,314
-4.33%
 
Closed Positions :
2
-19,651
-2.11%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 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 the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   LPL FINANCIAL CORP 1375 - 2023-12-31 241,479 $7,986,000 129,384
   MULTIFINANCIAL SECURITIES CORP 264 - 2023-12-31 157,584 $5,211,000 3,189
   JANE STREET GROUP LLC 1456 - 2023-12-31 155,117 $5,130,000 48,265
   AE Wealth Management LLC 637 - 2023-12-31 133,093 $4,363,000 19,737
   BMS Financial Advisors LLC 17 *New 2023-06-30 105,515 $3,310,000 105,515
   High Note Wealth LLC 27 - 2023-12-31 89,585 $2,963,000 39
   FLOW TRADERS U.S. LLC 253 - 2023-12-31 49,090 $1,623,000 49,090
   EXCHANGE CAPITAL MANAGEMENT INC 110 - 2024-03-31 35,121 $1,206,000 8,514
   JT Stratford LLC 157 - 2023-12-31 19,963 $660,000 -177
   Miracle Mile Advisors LLC 329 - 2024-03-31 17,569 $603,000 -11,725
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2909 - 2024-03-31 7,583 $260,000 1,291
   CITADEL ADVISORS LLC 4270 - 2023-12-31 7,184 $238,000 -8,495
   BANK OF AMERICA CORP /DE/ 5108 - 2023-12-31 4,929 $163,000 124
   O SHAUGHNESSY ASSET MANAGEMENT LLC 1501 - 2023-12-31 2,906 $96,000 0
   Advisor Group Holdings Inc. 4591 - 2023-12-31 2,226 $74,000 -1,990
   J P MORGAN CHASE & CO 4614 - 2023-12-31 2,206 $73,000 -916
   Geneos Wealth Management Inc. - 2023-12-31 1,231 $41,000 -620
   Tradition Wealth Management LLC 791 - 2023-12-31 694 $23,000 0
   Frazier Financial Advisors LLC 283 - 2023-12-31 420 $14,000 0
   IFP Advisors Inc 2237 - 2023-12-31 251 $8,000 0
   ROYAL BANK OF CANADA 5846 - 2023-12-31 221 $7,000 0
   MORGAN STANLEY 6720 - 2023-12-31 101 $3,000 -878
   HARBOUR INVESTMENTS INC. 2623 *New 2023-12-31 52 $2,000 52
   PROEQUITIES INC. 4787 - 2023-12-31 0 $0 0
   OLD MISSION CAPITAL LLC 1108 *Closed 2023-12-31 0 $0 -19,572
  25 Records found
  1    
  Page 1 of 1
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