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Wisdomtree TR

Q3 2023 vs Q4 2023

Comparing institutional holders between quarters

Quarters

Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
CIBC World Market Inc.
INCREASED
Shares311,971 from 304,157
Change+7,814 (+3%)
Value$9.1K (+$913)
Filed 2024-02-13
Jane Street Group, LLC
INCREASED
Shares36,182 from 24,091
Change+12,091 (+50%)
Value$1.1M (+$408.3K)
Filed 2024-02-15
Opes Wealth Management LLC
INCREASED
Shares34,095 from 32,470
Change+1,625 (+5%)
Value$998.1K (+$120.8K)
Filed 2024-01-31
LPL Financial LLC
INCREASED
Shares30,620 from 27,757
Change+2,863 (+10%)
Value$896.4K (+$146.4K)
Filed 2024-02-14
Creative Planning
UNCHANGED
Shares29,413 from 29,413
Change0 (0%)
Value$861.0K (+$66.3K)
Filed 2024-02-14
Flow Traders U.S. LLC
NEW
Shares23,462
Change+23,462
Value$687
Filed 2024-02-14
D.A. Davidson & Co.
UNCHANGED
Shares21,612 from 21,612
Change0 (0%)
Value$632.7K (+$48.7K)
Filed 2024-02-09
Krilogy Financial LLC
NEW
Shares13,396
Change+13,396
Value$392.1K
Filed 2024-01-26
Susquehanna International Group, LLP
DECREASED
Shares10,556 from 13,080
Change-2,524 (-19%)
Value$309.0K (-$44.4K)
Filed 2024-02-14
Cetera Advisors LLC
INCREASED
Shares10,231 from 7,531
Change+2,700 (+36%)
Value$299.5K (+$96.0K)
Filed 2024-02-13
Cetera Investment Advisers
DECREASED
Shares9,488 from 11,844
Change-2,356 (-20%)
Value$277.7K (-$42.3K)
Filed 2024-02-13
Commonwealth Equity Services, LLC
INCREASED
Shares9,140 from 7,673
Change+1,467 (+19%)
Value$268 (+$61)
Filed 2024-02-06
Arrowroot Family Office, LLC
NEW
Shares7,334
Change+7,334
Value$214.7K
Filed 2024-04-17
Bank of Montreal
NEW
Shares6,486
Change+6,486
Value$190.3K
Filed 2024-02-08
UBS Group AG
DECREASED
Shares1,510 from 8,999
Change-7,489 (-83%)
Value$44.2K (-$198.9K)
Filed 2024-02-09
Osaic Holdings, Inc.
DECREASED
Shares868 from 915
Change-47 (-5%)
Value$25.4K (+$687)
Filed 2024-02-12
National Bank of Canada
UNCHANGED
Shares821 from 821
Change0 (0%)
Value$23.5K (+$1.7K)
Filed 2024-02-06
Focused Wealth Management, Inc
DECREASED
Shares117 from 323
Change-206 (-64%)
Value$3.4K (-$5.3K)
Filed 2024-01-10
Morgan Stanley
INCREASED
Shares107 from 106
Change+1 (+1%)
Value$3.1K (+$281)
Filed 2024-08-16
Blair William & Co
DECREASED
Shares6 from 1,791
Change-1,785 (-100%)
Value$188 (-$48.2K)
Filed 2024-02-12
Goldman Sachs Group Inc
CLOSED
Shares0 from 23,026
Change-23,026 (-100%)
Value$0 (-$622.1K)
Filed 2024-05-14
Old Mission Capital LLC
CLOSED
Shares0 from 18,056
Change-18,056 (-100%)
Value$0 (-$487.8K)
Filed 2024-02-14
Wells Fargo & Company
DECREASED
Shares0 from 1
Change-1 (-100%)
Value$12 (-$17)
Filed 2024-02-09
Proequities, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2024-02-07
Status
CIBC World Market Inc.
INCREASED311,971304,157+7,814+3%$8.2K$9.1K+$9132024-02-13
Jane Street Group, LLC
INCREASED36,18224,091+12,091+50%$650.9K$1.1M+$408.3K2024-02-15
Opes Wealth Management LLC
INCREASED34,09532,470+1,625+5%$877.3K$998.1K+$120.8K2024-01-31
LPL Financial LLC
INCREASED30,62027,757+2,863+10%$749.9K$896.4K+$146.4K2024-02-14
Creative Planning
UNCHANGED29,41329,41300%$794.7K$861.0K+$66.3K2024-02-14
Flow Traders U.S. LLC
NEW23,462—+23,462——$687—2024-02-14
D.A. Davidson & Co.
UNCHANGED21,61221,61200%$583.9K$632.7K+$48.7K2024-02-09
Krilogy Financial LLC
NEW13,396—+13,396——$392.1K—2024-01-26
Susquehanna International Group, LLP
DECREASED10,55613,080-2,524-19%$353.4K$309.0K-$44.4K2024-02-14
Cetera Advisors LLC
INCREASED10,2317,531+2,700+36%$203.5K$299.5K+$96.0K2024-02-13
Cetera Investment Advisers
DECREASED9,48811,844-2,356-20%$320.0K$277.7K-$42.3K2024-02-13
Commonwealth Equity Services, LLC
INCREASED9,1407,673+1,467+19%$207$268+$612024-02-06
Arrowroot Family Office, LLC
NEW7,334—+7,334——$214.7K—2024-04-17
Bank of Montreal
NEW6,486—+6,486——$190.3K—2024-02-08
UBS Group AG
DECREASED1,5108,999-7,489-83%$243.1K$44.2K-$198.9K2024-02-09
Osaic Holdings, Inc.
DECREASED868915-47-5%$24.7K$25.4K+$6872024-02-12
National Bank of Canada
UNCHANGED82182100%$21.9K$23.5K+$1.7K2024-02-06
Focused Wealth Management, Inc
DECREASED117323-206-64%$8.7K$3.4K-$5.3K2024-01-10
Morgan Stanley
INCREASED107106+1+1%$2.9K$3.1K+$2812024-08-16
Blair William & Co
DECREASED61,791-1,785-100%$48.4K$188-$48.2K2024-02-12
Goldman Sachs Group Inc
CLOSED023,026-23,026-100%$622.1K$0-$622.1K2024-05-14
Old Mission Capital LLC
CLOSED018,056-18,056-100%$487.8K$0-$487.8K2024-02-14
Wells Fargo & Company
DECREASED01-1-100%$29$12-$172024-02-09
Proequities, Inc.
UNCHANGED000—$0$0$02024-02-07
Showing 24 of 24 institutions