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Wisdomtree TR

Q2 2023 vs Q3 2023

Comparing institutional holders between quarters

Quarters

Q3 2023Q2 2023Q1 2023Q4 2022Q3 2022
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Osaic Holdings, Inc.
DECREASED
Shares33,070 from 36,473
Change-3,403 (-9%)
Value$1.2M (-$166.0K)
Filed 2023-11-13
Jane Street Group, LLC
DECREASED
Shares19,153 from 58,662
Change-39,509 (-67%)
Value$671.7K (-$1.5M)
Filed 2023-11-15
Citadel Advisors LLC
NEW
Shares15,085
Change+15,085
Value$529.0K
Filed 2023-11-14
Bank of America Corp
DECREASED
Shares12,177 from 12,206
Change-29 (0%)
Value$427.0K (-$16.6K)
Filed 2023-11-14
Flow Traders U.S. LLC
INCREASED
Shares11,047 from 8,947
Change+2,100 (+23%)
Value$387 (+$62)
Filed 2023-11-14
Beach Investment Counsel Inc
UNCHANGED
Shares10,500 from 10,500
Change0 (0%)
Value$368 (-$14)
Filed 2023-10-24
Sunesis Advisors, LLC
NEW
Shares8,429
Change+8,429
Value$295.6K
Filed 2023-10-20
Morgan Stanley
DECREASED
Shares6,783 from 6,904
Change-121 (-2%)
Value$237.9K (-$13.1K)
Filed 2023-11-15
Federation des caisses Desjardins du Quebec
UNCHANGED
Shares2,909 from 2,909
Change0 (0%)
Value$102.0K (-$3.7K)
Filed 2024-08-15
Bank of Montreal
DECREASED
Shares2,068 from 2,453
Change-385 (-16%)
Value$74.4K (-$18.6K)
Filed 2023-11-01
Blair William & Co
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$24.5K (-$896)
Filed 2023-11-09
JPMorgan Chase & Co
NEW
Shares235
Change+235
Value$8.2K
Filed 2023-11-14
Impact Partnership Wealth, LLC
NEW
Shares100
Change+100
Value$3.5K
Filed 2023-10-17
National Bank of Canada
UNCHANGED
Shares33 from 33
Change0 (0%)
Value$1.1K (-$69)
Filed 2023-10-10
Wells Fargo & Company
DECREASED
Shares1 from 1,027
Change-1,026 (-100%)
Value$18 (-$37.3K)
Filed 2023-11-13
Old Mission Capital LLC
CLOSED
Shares0 from 6,985
Change-6,985 (-100%)
Value$0 (-$253.9K)
Filed 2023-11-15
UBS Group AG
CLOSED
Shares0 from 5,921
Change-5,921 (-100%)
Value$0 (-$215.2K)
Filed 2023-11-09
Global Retirement Partners, LLC
CLOSED
Shares0 from 628
Change-628 (-100%)
Value$0 (-$22.8K)
Filed 2023-10-13
Edmond de Rothschild Holding S.A.
CLOSED
Shares0 from 264
Change-264 (-100%)
Value$0 (-$9.6K)
Filed 2023-11-13
Proequities, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2023-10-30
Status
Osaic Holdings, Inc.
DECREASED33,07036,473-3,403-9%$1.3M$1.2M-$166.0K2023-11-13
Jane Street Group, LLC
DECREASED19,15358,662-39,509-67%$2.1M$671.7K-$1.5M2023-11-15
Citadel Advisors LLC
NEW15,085—+15,085——$529.0K—2023-11-14
Bank of America Corp
DECREASED12,17712,206-290%$443.7K$427.0K-$16.6K2023-11-14
Flow Traders U.S. LLC
INCREASED11,0478,947+2,100+23%$325$387+$622023-11-14
Beach Investment Counsel Inc
UNCHANGED10,50010,50000%$382$368-$142023-10-24
Sunesis Advisors, LLC
NEW8,429—+8,429——$295.6K—2023-10-20
Morgan Stanley
DECREASED6,7836,904-121-2%$251.0K$237.9K-$13.1K2023-11-15
Federation des caisses Desjardins du Quebec
UNCHANGED2,9092,90900%$105.7K$102.0K-$3.7K2024-08-15
Bank of Montreal
DECREASED2,0682,453-385-16%$93.0K$74.4K-$18.6K2023-11-01
Blair William & Co
UNCHANGED70070000%$25.4K$24.5K-$8962023-11-09
JPMorgan Chase & Co
NEW235—+235——$8.2K—2023-11-14
Impact Partnership Wealth, LLC
NEW100—+100——$3.5K—2023-10-17
National Bank of Canada
UNCHANGED333300%$1.2K$1.1K-$692023-10-10
Wells Fargo & Company
DECREASED11,027-1,026-100%$37.3K$18-$37.3K2023-11-13
Old Mission Capital LLC
CLOSED06,985-6,985-100%$253.9K$0-$253.9K2023-11-15
UBS Group AG
CLOSED05,921-5,921-100%$215.2K$0-$215.2K2023-11-09
Global Retirement Partners, LLC
CLOSED0628-628-100%$22.8K$0-$22.8K2023-10-13
Edmond de Rothschild Holding S.A.
CLOSED0264-264-100%$9.6K$0-$9.6K2023-11-13
Proequities, Inc.
UNCHANGED000—$0$0$02023-10-30
Showing 20 of 20 institutions