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Wisdomtree TR
Q1 2023 vs Q2 2023
Comparing institutional holders between quarters
Quarters
Q2 2023
Q1 2023
Q1 2020
Q4 2019
Q3 2019
All
Compare
Detailed
Historical
Funds
Options
13D/13G
Peers
Targeting
Trading Summary
Profile
1
Filed
0
New
0
Closed
0
Increased
0
Decreased
1
Unchanged
0
No Data
Sort by
Q2 2023 shares — high to low
Q2 2023 shares — low to high
Share change — largest gain
Share change — largest cut
% change — largest gain
% change — largest cut
Q2 2023 value — high to low
Value change — largest gain
Value change — largest cut
Institution — A to Z
Filed — newest first
Captrust Financial Advisors
UNCHANGED
Shares
28,173
from 28,173
Change
0
(0%)
Value
$298.1K
(+$4.2K)
Filed 2023-08-15
Institution
Status
Q2 2023 ↓
Q1 2023
Change
% Change
Q1 2023 Value
Q2 2023 Value
Value Change
Filed
Captrust Financial Advisors
UNCHANGED
28,173
28,173
0
0%
$293.8K
$298.1K
+$4.2K
2023-08-15
Showing 1 of 1 institutions