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
   GREAT VALLEY ADVISOR GROUP INC. 29 - 2024-03-31 506,834 $23,596,000 -53,037
   Private Advisor Group LLC 456 - 2024-03-31 110,041 $5,123,000 -22,108
   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
   J P MORGAN CHASE & CO 3201 - 2024-03-31 28,375 $1,321,000 -838
   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
   WCG Wealth Advisors LLC 187 - 2023-12-31 27,605 $1,161,000 -390
   BIP Wealth LLC 89 - 2024-03-31 19,331 $900,000 -4,664
   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
   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
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4083 - 2024-03-31 6,180 $288,000 -18,778
   FINANCIAL NETWORK 2380 - 2023-12-31 5,767 $243,000 -3,283
   Sunbelt Securities Inc. 784 - 2024-03-31 1,506 $70,000 -2,625
  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