Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Wisdomtree Us Multifactor Fund (USMF)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 49    0
Total shares held : 
 4,457,409  
% of shares held : 
 4.95%  
Changes In:
New/increased positions vs   
old/decreased positions : 
 0  
Amount of shares held : 
 -530,687  
% of shares held change : 
   -0.59%  
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
 100,489
 2.25%
 
Increased Positions :
19
 126,689
 2.84%
 
Unchanged Positions :
7
 77,649
 1.74%
 
Decreased Positions :
19
-733,275
-16.45%
 
Closed Positions :
4
-24,590
-0.55%
 
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
   HIGHTOWER ADVISORS, LLC 248 - 2023-12-31 1,189,291 $50,022,000 -75,259
   Private Wealth Strategies L.L.C. 4 - 2023-12-31 1,169,396 $49,176,000 17,579
   GREAT VALLEY ADVISOR GROUP INC. 23 - 2023-12-31 559,871 $23,544,000 -232,666
   Team Financial Group LLC 4 - 2023-12-31 329,553 $13,859,000 23,663
   Private Advisor Group LLC 390 - 2023-12-31 132,149 $5,557,000 21,228
   CABOT MONEY MANAGEMENT INC 53 - 2023-12-31 85,016 $3,575,000 1,541
   RAYMOND JAMES & ASSOCIATES 1801 - 2024-03-31 75,342 $3,508,000 15,461
   Insight Advisors LLC/ PA - 2023-12-31 80,846 $3,400,000 8,099
   WELLS FARGO & CO/MN 2155 - 2023-12-31 80,280 $3,376,000 3,210
   ATRIA INVESTMENTS LLC 434 *New 2023-12-31 74,689 $3,141,000 74,689
   Smartleaf Asset Management LLC 34 - 2023-12-31 61,128 $2,574,000 0
   LPL FINANCIAL CORP 2252 - 2023-12-31 55,971 $2,354,000 -5,547
   HANSON MCCLAIN, INC. 295 - 2024-03-31 50,201 $2,337,000 -5,408
   ENVESTNET ASSET MANAGEMENT INC 2377 - 2023-12-31 54,484 $2,291,000 -36,820
   Stratos Wealth Partners LTD. 417 - 2024-03-31 45,356 $2,112,000 -4,324
   KLR INVESTMENT ADVISORS LLC 19 - 2024-03-31 30,812 $1,369,000 -3,804
   Financial Enhancement Group LLC 76 - 2024-03-31 28,453 $1,270,000 -2,677
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1921 - 2024-03-31 26,474 $1,233,000 -1,075
   J P MORGAN CHASE & CO 3209 - 2023-12-31 29,213 $1,229,000 -7,583
   WCG Wealth Advisors LLC 187 - 2023-12-31 27,605 $1,161,000 -390
   NBC SECURITIES INC. 226 - 2024-03-31 21,564 $1,113,000 9,248
   Advisor Group Holdings Inc. 2450 - 2023-12-31 25,130 $1,057,000 405
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2733 - 2023-12-31 24,958 $1,050,000 24,958
   BIP Wealth LLC 82 - 2023-12-31 23,995 $1,009,000 -1,845
   Truadvice LLC 73 - 2023-09-30 24,667 $963,000 13,708
   GOLDMAN SACHS GROUP INC/ 3546 - 2023-12-31 22,529 $947,000 6,146
   RFG Advisory Group LLC 375 - 2024-03-31 19,479 $907,000 2,142
   Patriot Financial Group Insurance Agency LLC 145 - 2023-12-31 21,423 $901,000 -1,325
   AXXCESS WEALTH MANAGEMENT LLC 451 - 2023-12-31 15,272 $642,000 0
   Kestra Advisory Services LLC 1401 *New 2023-12-31 14,244 $599,000 14,244
   MORGAN STANLEY 5109 - 2023-12-31 12,134 $510,000 -263,327
   My Legacy Advisors LLC 148 - 2023-12-31 11,819 $502,000 -21,457
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2418 - 2024-03-31 8,973 $418,000 587
   CoreCap Advisors LLC 383 - 2023-12-31 9,568 $402,000 -28
   THRIVENT FINANCIAL FOR LUTHERANS 2210 - 2023-12-31 8,973 $377,000 -1,315
   Krasney Financial LLC 228 - 2024-03-31 6,265 $292,000 0
   CITADEL ADVISORS LLC 4153 *New 2023-12-31 6,571 $276,000 6,571
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1537 - 2023-09-30 6,777 $261,000 25
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1421 - 2023-12-31 5,889 $248,000 3,327
   FINANCIAL NETWORK 2380 - 2023-12-31 5,767 $243,000 -3,283
   RMR Wealth Builders 235 - 2024-03-31 5,000 $233,000 15
   HARBOUR INVESTMENTS INC. 980 - 2023-12-31 3,493 $147,000 2,464
   CREATIVE FINANCIAL DESIGNS INC /ADV 502 - 2023-12-31 2,827 $119,000 -1,159
   Sunbelt Securities Inc. 784 - 2024-03-31 1,506 $70,000 -2,625
   Capital Advisors Ltd. LLC 565 - 2024-03-31 465 $22,000 0
   ROYAL BANK OF CANADA 5579 - 2023-12-31 479 $21,000 0
   Sound Income Strategies LLC 594 *New 2024-03-31 432 $20,000 432
   Migdal Insurance & Financial Holdings Ltd. 421 - 2023-12-31 230 $10,000 0
   Covestor Ltd 1688 - 2023-12-31 190 $8,000 -117
   Goss Wealth Management LLC 3266 - 2023-12-31 75 $3,000 0
   Cetera Investment Advisers 2258 *Closed 2023-12-31 0 $0 -10,640
   V Wealth ManagementLLC 189 *Closed 2023-09-30 0 $0 -24,907
   FMR LLC 4876 - 2023-12-31 1 $0 1
   UBS Group AG 8377 *Closed 2023-12-31 0 $0 -148
   Nelson Van Denburg & Campbell Wealth Management Gr 1699 *Closed 2023-12-31 0 $0 -4,819
   PROEQUITIES INC. 10076 - 2023-12-31 0 $0 0
  56 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