Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Wisdomtree Cloud Computing Etf (WCLD)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 117    12
Total shares held : 
5,627,713  
% of shares held : 
27.21%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -42  
Amount of shares held : 
-1,868,454  
% of shares held change : 
  -9.04%  
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 :
6
 52,293
 0.93%
 
Increased Positions :
22
 495,227
 8.8%
 
Unchanged Positions :
37
 2,191,940
 38.95%
 
Decreased Positions :
52
-817,266
-14.52%
 
Closed Positions :
18
-1,598,708
-28.41%
 
Guru Positions :
1
23,690
 0.42%
 
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
   MEITAV DASH INVESTMENTS LTD 79 - 2023-12-31 573,103 $20,030,000 0
   Summit Trail Advisors LLC 31 *New 2024-03-31 409,861 $14,271,000 409,861
   Kranot Hishtalmut Le Morim Ve Gananot Havera Menah - 2023-12-31 385,098 $13,448,000 0
   Endurance Services Ltd 5 - 2023-12-31 354,500 $12,390,000 0
   Selective Wealth Management 3 - 2024-03-31 352,800 $11,801,000 -5,311
   J P MORGAN CHASE & CO 1964 - 2023-12-31 312,409 $10,919,000 -61,547
   TWO SIGMA INVESTMENTS LLC 606 - 2023-12-31 280,100 $9,789,000 239,000
   Yarbrough Capital LLC 32 - 2024-03-31 275,411 $9,590,000 0
   MORGAN STANLEY 3456 - 2023-12-31 238,574 $8,338,000 -423,901
   LPL FINANCIAL CORP 1413 - 2023-12-31 218,579 $7,639,000 -7,713
   Jeneq Management LP 1 *New 2022-12-31 269,400 $6,757,000 269,400
   TWO SIGMA ADVISERS, LLC 707 - 2023-12-31 181,000 $6,326,000 111,500
   GOLDMAN SACHS GROUP INC/ 2421 - 2023-12-31 175,468 $6,133,000 50,358
   BSC PRIVATE WEALTH MANAGEMENT LLC 35 - 2023-12-31 148,267 $5,182,000 -65,142
   Kranot Hishtalmut Le Morim Tichoniim Havera Menahe - 2023-12-31 143,639 $5,016,000 0
   RAYMOND JAMES & ASSOCIATES 1627 - 2024-03-31 133,843 $4,660,000 114,558
   Bremer Bank National Association 41 - 2024-03-31 129,055 $4,494,000 0
   UBS Group AG 2335 - 2023-12-31 96,836 $3,384,000 -12,140
   RWM Asset Management LLC 54 - 2024-03-31 93,140 $3,243,000 416
   StoneCrest Wealth Management Inc. 14 - 2024-03-31 90,072 $3,136,000 1,942
   SUMITOMO MITSUI FINANCIAL GROUP INC. 66 - 2023-12-31 82,039 $2,867,000 -4,903
   ROYAL BANK OF CANADA 2382 - 2023-12-31 71,674 $2,505,000 -42,590
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 675 - 2023-09-30 82,499 $2,444,000 -300
   COMMONWEALTH EQUITY SERVICES LLC. 1608 - 2023-12-31 62,101 $2,170,000 -16,257
   Resolute Partners Group 17 - 2023-12-31 59,362 $2,075,000 0
   KM Capital Management Ltd. 23 - 2023-12-31 52,534 $1,836,000 2,763
   HIGHTOWER ADVISORS, LLC 1518 - 2023-12-31 46,567 $1,624,000 -15,749
   AE Wealth Management LLC 973 - 2023-12-31 45,696 $1,595,000 -6,586
   Thrive Capital Management LLC 41 - 2023-12-31 45,471 $1,589,000 -6,065
   JANE STREET GROUP LLC 2721 - 2023-12-31 43,453 $1,519,000 27,916
   EPIQ Capital Group LLC 15 - 2023-12-31 42,773 $1,495,000 1,922
   STIFEL FINANCIAL CORP 1878 - 2023-12-31 41,808 $1,461,000 -344
   Wealthfront Advisers LLC 543 - 2024-03-31 41,875 $1,458,000 8,188
   Cetera Investment Advisers 934 - 2023-12-31 40,211 $1,405,000 -11,555
   AMERIPRISE FINANCIAL INC 2987 - 2023-12-31 38,850 $1,358,000 -9,037
   SFI Advisors LLC 29 - 2023-12-31 37,410 $1,307,000 -1,692
   WELLS FARGO & CO/MN 2798 - 2023-12-31 36,731 $1,284,000 -2,920
   BANK OF AMERICA CORP /DE/ 3850 - 2023-12-31 36,271 $1,268,000 -2,888
   Advisor Group Holdings Inc. 2375 - 2023-12-31 32,681 $1,142,000 -15,946
   TOWER RESEARCH CAPITAL LLC 814 - 2023-12-31 30,310 $1,059,000 -710
   CITADEL ADVISORS LLC 2885 - 2023-12-31 29,945 $1,047,000 -50,579
   Joseph P. Lucia & Associates LLC 50 - 2023-12-31 29,379 $1,027,000 -465
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1783 - 2024-03-31 26,351 $918,000 -20,996
   HPM Partners LLC - 2023-12-31 24,010 $839,000 0
   NORTHERN TRUST CORP 3369 - 2023-12-31 24,000 $839,000 0
   LEUCADIA NATIONAL CORP -- Notable Guru -- 637 *New 2023-12-31 23,690 $828,000 23,690
   CENTAURUS FINANCIAL INC. 276 *New 2023-12-31 23,083 $807,000 23,083
   Perigon Wealth Management LLC 392 - 2023-12-31 22,599 $790,000 330
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3165 - 2023-12-31 21,815 $762,000 -3,406
   AJ WEALTH STRATEGIES LLC 148 - 2023-06-30 24,010 $761,000 0
   FRANKLIN RESOURCES INC 1712 - 2023-12-31 20,937 $732,000 -3,130
   MULTIFINANCIAL SECURITIES CORP 926 - 2023-12-31 20,485 $716,000 316
   CWM LLC 1013 - 2024-03-31 18,894 $658,000 -2,676
   LODESTAR PRIVATE ASSET MANAGEMENT LLC 122 - 2024-03-31 18,649 $649,000 -6,217
   Qube Research & Technologies Ltd 1893 - 2023-12-31 16,455 $575,000 0
   Oxler Private Wealth LLC 60 - 2024-03-31 15,285 $532,000 -3,563
   Private Advisor Group LLC 1482 - 2023-12-31 14,175 $495,000 4,522
   FINANCIAL NETWORK 1908 - 2023-12-31 13,579 $475,000 -712
   FIRST COMMUNITY TRUST NA 46 *New 2024-03-31 13,010 $453,000 13,010
   Sowell Financial Services LLC - 2023-12-31 11,997 $419,000 -1,764
   RDL FINANCIAL INC 89 - 2024-03-31 11,875 $376,000 0
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1774 - 2024-03-31 10,492 $365,000 -570
   Moloney Securities Asset Management LLC 306 - 2023-12-31 10,324 $361,000 -765
   Circle Wealth Management LLC 160 - 2023-12-31 9,989 $349,000 1,922
   Intrua Financial LLC 232 - 2023-03-31 12,824 $342,000 -2,549
   Twin Peaks Wealth Advisors LLC 91 - 2024-03-31 9,684 $337,000 -844
   JNB Advisors LLC 339 - 2023-12-31 9,485 $332,000 0
   OROURKE & COMPANY Inc 114 *New 2024-03-31 8,426 $293,000 8,426
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2839 - 2024-03-31 8,428 $293,000 -26,963
   PINEBRIDGE INVESTMENTS LTD 530 - 2023-12-31 8,282 $289,000 0
   BROWN ADVISORY HOLDINGS INC 1086 - 2024-03-31 8,000 $279,000 0
   Crabel Capital Management LLC 105 *New 2023-12-31 7,844 $274,000 7,844
   JANNEY MONTGOMERY SCOTT LLC 2255 - 2023-12-31 7,821 $273,000 1,003
   Vontobel Holding Ltd. 984 - 2023-12-31 7,600 $266,000 -1,330
   BLAIR WILLIAM & CO/IL 1300 - 2023-12-31 7,484 $262,000 0
   GRIMES & COMPANY INC 297 - 2024-03-31 6,824 $238,000 0
   Atria Wealth Solutions Inc. 1649 - 2023-12-31 6,791 $237,000 -544
   CEERA INVESTMENTS LLC 79 - 2023-12-31 6,721 $235,000 6,721
   Kestra Advisory Services LLC 1995 - 2023-12-31 6,607 $231,000 -7,525
   PSI Advisors LLC 122 - 2024-03-31 6,515 $227,000 0
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 595 - 2023-12-31 6,125 $214,000 0
   Merit Financial Group LLC 718 *New 2023-12-31 5,940 $208,000 5,940
   HALBERT, HARGROVE/RUSSELL LLC 82 - 2024-03-31 5,976 $208,000 0
   Farther Finance Advisors LLC 559 *New 2023-12-31 5,553 $194,000 5,553
   Parallel Advisors LLC 831 - 2023-12-31 5,298 $185,000 1,290
   ICA Group Wealth Management LLC 276 - 2023-12-31 5,065 $177,000 5,065
   HARBOUR INVESTMENTS INC. 935 - 2023-12-31 4,701 $164,000 -265
   Smartleaf Asset Management LLC 376 - 2023-12-31 3,796 $135,000 0
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1678 - 2023-12-31 3,624 $127,000 -191
   Fairman Group LLC 67 - 2023-12-31 3,500 $122,000 0
   STELAC ADVISORY SERVICES LLC 86 - 2023-12-31 3,164 $111,000 3,164
   Northwest Financial Advisors 140 - 2023-12-31 2,890 $101,000 0
   Banque Cantonale Vaudoise 730 - 2024-03-31 2,044 $71,000 -200
   PNC FINANCIAL SERVICES GROUP INC 2887 - 2023-12-31 1,700 $59,000 -2,100
   Opal Wealth Advisors LLC 203 *New 2024-03-31 1,654 $58,000 1,654
   First PREMIER Bank 204 - 2024-03-31 1,594 $56,000 420
   Team Financial Group LLC 66 - 2023-12-31 1,417 $50,000 -117
   ADVISORY SERVICES NETWORK, LLC 2064 *New 2023-12-31 1,266 $44,000 1,266
   Y.D. More Investments Ltd 254 - 2023-12-31 1,200 $42,000 0
   GPS Wealth Strategies Group LLC 617 - 2023-12-31 817 $29,000 0

  100 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results