Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Wisdomtree Dynamic Currency Hedged Internl Equity Fund (DDWM)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 61    7
Total shares held : 
5,566,122  
% of shares held : 
10.6%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -10  
Amount of shares held : 
-409,035  
% of shares held change : 
  -0.78%  
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 :
5
 38,275
 0.69%
 
Increased Positions :
19
 192,803
 3.46%
 
Unchanged Positions :
15
 344,424
 6.19%
 
Decreased Positions :
22
-406,596
-7.3%
 
Closed Positions :
12
-233,517
-4.2%
 
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  
Free Registration Required For Full Results



            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   LPL FINANCIAL CORP 713 - 2024-03-31 955,781 $32,688,000 -23,222
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 380 - 2024-03-31 877,919 $30,026,000 -503,426
   MULTIFINANCIAL SECURITIES CORP 204 - 2023-12-31 220,918 $7,109,000 -1,411
   BANK OF AMERICA CORP /DE/ 2773 - 2023-12-31 183,391 $5,902,000 -4,730
   COMMONWEALTH EQUITY SERVICES LLC. 1433 - 2024-03-31 94,986 $3,249,000 -3,482
   Rooted Wealth Advisors Inc. 22 - 2024-03-31 70,061 $2,372,000 -245
   CITADEL ADVISORS LLC 2489 - 2023-12-31 50,424 $1,623,000 -102,636
   SAVANT CAPITAL MANAGEMENT INC 461 - 2024-03-31 39,859 $1,363,000 -770
   Geneos Wealth Management Inc. 321 - 2024-03-31 35,277 $1,206,000 -486
   JANE STREET GROUP LLC 3182 - 2023-12-31 31,085 $1,000,000 -13,002
   COLONY GROUP LLC 491 - 2023-09-30 22,439 $683,000 -2,418
   Private Advisor Group LLC 1520 - 2024-03-31 14,442 $494,000 -1,339
   American Money Management LLC 99 - 2024-03-31 13,312 $455,000 -261
   BEACON FINANCIAL GROUP 251 - 2024-03-31 10,162 $348,000 -115
   Stratos Wealth Partners LTD. 1065 - 2024-03-31 9,168 $314,000 -2,420
   Atria Wealth Solutions Inc. 1607 - 2023-12-31 7,793 $251,000 -597
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2862 - 2024-03-31 6,907 $236,000 -4,606
   AMERIPRISE FINANCIAL INC 3602 - 2023-12-31 7,200 $232,000 -700
   Equitable Holdings Inc. 1017 - 2023-12-31 7,193 $231,000 -5,026
   ROYAL BANK OF CANADA 4587 - 2023-12-31 5,316 $171,000 -702
   WELLS FARGO & CO/MN 6263 - 2024-03-31 1 $0 -492

  21 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results