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Wisdomtree TR

CUSIP: 97717W828 | 78 institutional holders

Quarters

Q1 2020Q4 2019Q3 2019Q2 2019Q1 2019
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Institutional Holders — Q1 2020

Jane Street Group, LLC34,812
0.0% of portfolio›$1.8K
Bank of America Corp20,735
0.0% of portfolio›$1.1K
Evercore Wealth Management, LLC18,902
0.0% of portfolio›$1.0K
D'Orazio & Associates, Inc.12,365
0.0% of portfolio›$655
Prudential PLC8,000
0.0% of portfolio›$424
Morgan Stanley7,226
0.0% of portfolio›$383
Susquehanna International Group, LLP6,785
0.0% of portfolio›$359
UBS Group AG2,534
0.0% of portfolio›$134
Osaic Holdings, Inc.1,857
0.0% of portfolio›$99
Advisory Services Network, LLC610
0.0% of portfolio›$32
Wells Fargo & Company381
0.0% of portfolio›$20
Royal Bank of Canada114
0.0% of portfolio›$6
Verus Capital Partners, LLC52
0.0% of portfolio›$3
Proequities, Inc.0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Jane Street Group, LLC
34,812$1.8K0.0%CoreVery HighNew York, NY2020-05-15
Bank of America Corp
20,735$1.1K0.0%CoreLowCharlotte, NC2020-05-15
Evercore Wealth Management, LLC
18,902$1.0K0.0%CoreLowNew York, NY2020-05-14
D'Orazio & Associates, Inc.
12,365$6550.0%ETFLowVienna, VA2020-04-28
Prudential PLC
8,000$4240.0%CoreMediumLondon, United Kingdom2020-05-01
Morgan Stanley
7,226$3830.0%CoreLowNew York, NY2020-05-26
Susquehanna International Group, LLP
6,785$3590.0%GrowthHighBala Cynwyd, PA2020-05-15
UBS Group AG
2,534$1340.0%CoreMediumZurich, Switzerland2020-05-01
Osaic Holdings, Inc.
1,857$990.0%IndexLowScottsdale, AZ2020-05-18
Advisory Services Network, LLC
610$320.0%GrowthLowAtlanta, GA2020-05-15
Wells Fargo & Company
381$200.0%CoreLowSan Francisco, CA2020-05-14
Royal Bank of Canada
114$60.0%CoreLowToronto, Australia2020-06-16
Verus Capital Partners, LLC
52$30.0%GrowthLowScottsdale, AZ2020-05-26
Proequities, Inc.
0$00.0%GrowthVery LowBirmingham, AL2020-05-13