Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Wisdom Tree Trust International MidCap Dividend Fund (DIM)  
$60.11 0.69 (1.14%) as of 4:30 Tue 4/16


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 42    2
Total shares held : 
 616,078  
% of shares held : 
 24.16%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   9  
Amount of shares held : 
 19,163  
% of shares held change : 
   0.75%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $55.28  
Last Quarter's Ending Price : 
 $60.77  
Last Quarter's Average Price : 
 $56.97  
Change from last quarter's     
avg. price to the last closing  : 
3.14 (5.51%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
4
 14,625
 2.37%
 
Increased Positions :
18
 118,286
 19.2%
 
Unchanged Positions :
9
 4,305
 0.7%
 
Decreased Positions :
11
-59,334
-9.63%
 
Closed Positions :
2
-54,414
-8.83%
 
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
   JANE STREET GROUP LLC 1154 - 2023-12-31 121,426 $7,379,000 45,587
   CITADEL ADVISORS LLC 1563 - 2023-12-31 83,699 $5,086,000 54,840
   MORGAN STANLEY 4149 - 2023-12-31 50,733 $3,083,000 449
   WELLS FARGO & CO/MN 2692 - 2024-03-31 26,620 $1,675,000 467
   UBS Group AG 3325 - 2023-12-31 18,465 $1,122,000 71
   Rockefeller Capital Management L.P. 1164 - 2023-12-31 15,176 $922,000 7
   LPL FINANCIAL CORP 3403 - 2024-03-31 11,405 $717,000 1,195
   OLD MISSION CAPITAL LLC 529 - 2023-12-31 11,152 $678,000 4,790
   BANK OF NEW YORK MELLON CORP 3330 - 2024-03-31 10,494 $660,000 5,391
   Geneos Wealth Management Inc. 449 - 2024-03-31 9,407 $592,000 1,951
   INVESCO LTD 3053 - 2023-12-31 9,222 $560,000 454
   ENVESTNET ASSET MANAGEMENT INC 3305 - 2023-12-31 8,175 $497,000 4,586
   STIFEL FINANCIAL CORP 2754 - 2023-12-31 5,684 $345,000 15
   BANK OF MONTREAL /CAN/ 2375 - 2023-12-31 4,796 $293,000 261
   Cedar Brook Financial Partners LLC 409 - 2024-03-31 3,376 $212,000 6
   SOA Wealth Advisors LLC. 293 - 2024-03-31 888 $56,000 2
   PRINCIPAL SECURITIES INC. 2100 - 2024-03-31 255 $16,000 16
   Founders Financial Alliance LLC 471 - 2023-12-31 59 $4,000 30
  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