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


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 22    2
Total shares held : 
 1,262,534  
% of shares held : 
 14.03%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   7  
Amount of shares held : 
 170,105  
% of shares held change : 
   1.89%  
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 :
4
 116,118
 9.2%
 
Increased Positions :
10
 70,322
 5.57%
 
Unchanged Positions :
3
 42,787
 3.39%
 
Decreased Positions :
5
-12,045
-0.95%
 
Closed Positions :
2
-4,290
-0.34%
 
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
   H D Vest Advisory Services 83 - 2023-12-31 796,914 $20,158,000 -4,431
   JANE STREET GROUP LLC 2080 - 2023-12-31 108,071 $2,734,000 60,288
   ATRIA INVESTMENTS LLC 605 *New 2023-12-31 77,669 $1,965,000 77,669
   Private Advisor Group LLC - 2024-03-31 59,028 $1,567,000 -1
   Smartleaf Asset Management LLC - 2024-03-31 46,840 $1,182,000 4,813
   Insight Advisors LLC/ PA - 2023-12-31 45,118 $1,141,000 -2,843
   OLD MISSION CAPITAL LLC 532 - 2023-12-31 26,506 $670,000 -3,873
   FLOW TRADERS U.S. LLC 454 *New 2023-12-31 22,718 $575,000 22,718
   BANK OF MONTREAL /CAN/ 2187 *New 2023-12-31 15,726 $397,000 15,726
   NBC SECURITIES INC. 524 - 2024-03-31 14,083 $373,000 6,564
   LPL FINANCIAL CORP 3896 - 2023-12-31 13,831 $350,000 1,353
   RFG Advisory Group LLC 586 - 2024-03-31 12,568 $334,000 1,843
   ENVESTNET ASSET MANAGEMENT INC 3643 - 2023-12-31 10,824 $274,000 720
   MERCER GLOBAL ADVISORS INC /ADV 1734 - 2023-12-31 9,677 $245,000 -825
   EPG Wealth Management LLC 250 - 2023-12-31 6,400 $160,000 43
   J P MORGAN CHASE & CO 4301 - 2023-12-31 6,189 $157,000 99
   HARBOUR INVESTMENTS INC. 1318 - 2023-12-31 2,627 $66,000 1,494
   MORGAN STANLEY 6241 - 2023-12-31 760 $19,000 0
   UBS Group AG 6491 - 2023-12-31 138 $3,000 138
   Covestor Ltd 1829 - 2023-12-31 61 $2,000 -73
   FMR LLC 4874 *New 2023-12-31 5 $0 5
   Advisor Group Holdings Inc. 6945 *Closed 2023-12-31 0 $0 -1,169
   PROEQUITIES INC. - 2024-03-31 0 $0 0
  23 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