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Get Institutions for : 
WisdomTree International Real Estate (DRW)  
$17.56 0.22 (1.25%) as of 4:30 Tue 5/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 21    2
Total shares held : 
318,305  
% of shares held : 
11.57%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -7  
Amount of shares held : 
120,668  
% of shares held change : 
  4.39%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$15.36  
Last Quarter's Ending Price : 
$18.30  
Last Quarter's Average Price
$16.32  
Change from last quarter's     
avg. price to the last closing  : 
1.24 (7.62%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
1
 25,171
 7.91%
 
Increased Positions :
4
 153,125
 48.11%
 
Unchanged Positions :
7
 17,184
 5.4%
 
Decreased Positions :
9
-39,284
-12.34%
 
Closed Positions :
3
-18,344
-5.76%
 
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
   JANE STREET GROUP LLC 2169 - 2023-12-31 138,069 $2,526,000 138,069
   CLS INVESTMENT FIRM LLC 551 - 2022-12-31 99,564 $1,634,000 5,811
   AE Wealth Management LLC 1471 - 2023-12-31 26,037 $459,000 -2,603
   CITADEL ADVISORS LLC 3740 - 2023-12-31 23,745 $434,000 -14,039
   Beacon Pointe Advisors LLC 981 - 2023-12-31 20,046 $370,000 -560
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4024 - 2024-03-31 16,652 $302,000 -8,519
   LPL FINANCIAL CORP 4199 - 2024-03-31 14,754 $267,000 -73
   WELLS FARGO & CO/MN 3854 - 2024-03-31 12,629 $229,000 -985
   BANK OF MONTREAL /CAN/ 2569 - 2023-12-31 13,563 $218,000 13,563
   Mason Investment Advisory Services Inc. 63 - 2023-12-31 11,176 $204,000 0
   BANK OF AMERICA CORP /DE/ 5068 - 2023-12-31 9,492 $174,000 -8,396
   Advisor Group Holdings Inc. 4021 - 2024-03-31 7,116 $129,000 0
   JTC Employer Solutions Trusteee Ltd 193 - 2024-03-31 5,800 $104,000 0
   MORGAN STANLEY 5779 - 2023-12-31 4,897 $90,000 -2
   UBS Group AG 5182 - 2023-12-31 3,275 $60,000 1,491
   First Command Advisory Services Inc. 310 - 2024-03-31 171 $23,000 136
   Steward Partners Investment Advisory LLC 2475 - 2023-12-31 890 $16,000 -1,830
   Cape Investment Advisory Inc. 720 - 2023-12-31 379 $7,000 2
   Geneos Wealth Management Inc. 1888 - 2024-03-31 102 $2,000 0
   First Command Financial Services Inc. 396 - 2023-06-30 35 $1,000 0
   HOLLENCREST SECURITIES LLC 952 - 2024-03-31 64 $1,000 0
   First Command Bank 395 - 2023-06-30 35 $1,000 0
   PROEQUITIES INC. 5364 - 2024-03-31 0 $0 0
   Authentikos Wealth Advisory LLC 348 *Closed 2023-12-31 0 $0 -348
   ROYAL BANK OF CANADA 6771 *Closed 2023-12-31 0 $0 -1
   Financial Gravity Wealth Inc. 991 - 2023-12-31 7 $0 0

  26 Records found
  1    
  Page 1 of 1
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