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Wisdomtree TR

Q2 2021 vs Q3 2021

Comparing institutional holders between quarters

Quarters

Q3 2021Q2 2021Q1 2021Q4 2020Q3 2020
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Matthew Goff Investment Advisor, LLC
DECREASED
Shares11,491 from 11,659
Change-168 (-1%)
Value$573 (-$10)
Filed 2021-10-12
Geneos Wealth Management Inc.
DECREASED
Shares4,255 from 4,505
Change-250 (-6%)
Value$212 (-$13)
Filed 2021-11-09
LPL Financial LLC
CLOSED
Shares0 from 29,003
Change-29,003 (-100%)
Value$0 (-$1.4K)
Filed 2021-11-15
Osaic Holdings, Inc.
CLOSED
Shares0 from 23,261
Change-23,261 (-100%)
Value$0 (-$1.2K)
Filed 2021-11-05
Citadel Advisors LLC
CLOSED
Shares0 from 14,566
Change-14,566 (-100%)
Value$0 (-$728)
Filed 2022-03-11
Wealthquest Corp
CLOSED
Shares0 from 10,718
Change-10,718 (-100%)
Value$0 (-$547)
Filed 2021-11-15
MML Investors Services, LLC
CLOSED
Shares0 from 8,701
Change-8,701 (-100%)
Value$0 (-$435)
Filed 2021-11-15
Jane Street Group, LLC
CLOSED
Shares0 from 6,717
Change-6,717 (-100%)
Value$0 (-$336)
Filed 2021-11-16
FMR LLC
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 ($0)
Filed 2022-02-14
Wells Fargo & Company
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 ($0)
Filed 2021-11-15
Proequities, Inc.
CLOSED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2021-11-09
IFP Advisors, Inc
CLOSED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2021-10-06
Status
Matthew Goff Investment Advisor, LLC
DECREASED11,49111,659-168-1%$583$573-$102021-10-12
Geneos Wealth Management Inc.
DECREASED4,2554,505-250-6%$225$212-$132021-11-09
LPL Financial LLC
CLOSED029,003-29,003-100%$1.4K$0-$1.4K2021-11-15
Osaic Holdings, Inc.
CLOSED023,261-23,261-100%$1.2K$0-$1.2K2021-11-05
Citadel Advisors LLC
CLOSED014,566-14,566-100%$728$0-$7282022-03-11
Wealthquest Corp
CLOSED010,718-10,718-100%$547$0-$5472021-11-15
MML Investors Services, LLC
CLOSED08,701-8,701-100%$435$0-$4352021-11-15
Jane Street Group, LLC
CLOSED06,717-6,717-100%$336$0-$3362021-11-16
FMR LLC
CLOSED01-1-100%$0$0$02022-02-14
Wells Fargo & Company
CLOSED01-1-100%$0$0$02021-11-15
Proequities, Inc.
CLOSED000—$0$0$02021-11-09
IFP Advisors, Inc
CLOSED000—$0$0$02021-10-06
Showing 12 of 12 institutions