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Wisdomtree TR

Q4 2019 vs Q1 2020

Comparing institutional holders between quarters

Quarters

Q1 2020Q4 2019Q3 2019Q2 2019Q1 2019
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Jane Street Group, LLC
INCREASED
Shares128,920 from 57,121
Change+71,799 (+126%)
Value$2.0K (+$827)
Filed 2020-05-15
Royal Bank of Canada
INCREASED
Shares50,464 from 43,836
Change+6,628 (+15%)
Value$772 (-$108)
Filed 2020-06-16
Citadel Advisors LLC
DECREASED
Shares33,275 from 74,063
Change-40,788 (-55%)
Value$490 (-$1.0K)
Filed 2020-05-15
Susquehanna International Group, LLP
NEW
Shares25,197
Change+25,197
Value$371
Filed 2020-05-15
Morgan Stanley
INCREASED
Shares18,375 from 17,288
Change+1,087 (+6%)
Value$281 (-$66)
Filed 2020-05-26
Osaic Holdings, Inc.
NEW
Shares5,666
Change+5,666
Value$87
Filed 2020-05-18
UBS Group AG
INCREASED
Shares5,443 from 2,448
Change+2,995 (+122%)
Value$83 (+$34)
Filed 2020-05-01
Bank of America Corp
UNCHANGED
Shares2,085 from 2,085
Change0 (0%)
Value$32 (-$10)
Filed 2020-05-15
Barclays PLC
INCREASED
Shares410 from 160
Change+250 (+156%)
Value$6 (+$3)
Filed 2020-05-13
Sound Income Strategies, LLC
NEW
Shares400
Change+400
Value$6
Filed 2020-04-07
Verus Capital Partners, LLC
NEW
Shares358
Change+358
Value$5
Filed 2020-05-26
Rockefeller Capital Management L.P.
NEW
Shares250
Change+250
Value$4
Filed 2020-05-12
Cabana LLC
CLOSED
Shares0 from 83,946
Change-83,946 (-100%)
Value$0 (-$1.7K)
Filed 2020-05-07
Foundations Investment Advisors, LLC
CLOSED
Shares0 from 55,700
Change-55,700 (-100%)
Value$0 (-$1.1K)
Filed 2020-04-06
Perigon Wealth Management, LLC
CLOSED
Shares0 from 11,050
Change-11,050 (-100%)
Value$0 (-$220)
Filed 2020-04-17
Cpcm, LLC
CLOSED
Shares0 from 10,000
Change-10,000 (-100%)
Value$0 (-$201)
Filed 2020-05-11
Sowell Financial Services LLC
CLOSED
Shares0 from 600
Change-600 (-100%)
Value$0 (-$12)
Filed 2020-05-12
Proequities, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2020-05-13
Wells Fargo & Company
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2020-05-14
Advisor Group, Inc.
N/A
Shares— from 8,993
Change-8,993 (-100%)
Value—
Ladenburg Thalmann Financial Services Inc
N/A
Shares— from 40
Change-40 (-100%)
Value—
Status
Jane Street Group, LLC
INCREASED128,92057,121+71,799+126%$1.1K$2.0K+$8272020-05-15
Royal Bank of Canada
INCREASED50,46443,836+6,628+15%$880$772-$1082020-06-16
Citadel Advisors LLC
DECREASED33,27574,063-40,788-55%$1.5K$490-$1.0K2020-05-15
Susquehanna International Group, LLP
NEW25,197—+25,197——$371—2020-05-15
Morgan Stanley
INCREASED18,37517,288+1,087+6%$347$281-$662020-05-26
Osaic Holdings, Inc.
NEW5,666—+5,666——$87—2020-05-18
UBS Group AG
INCREASED5,4432,448+2,995+122%$49$83+$342020-05-01
Bank of America Corp
UNCHANGED2,0852,08500%$42$32-$102020-05-15
Barclays PLC
INCREASED410160+250+156%$3$6+$32020-05-13
Sound Income Strategies, LLC
NEW400—+400——$6—2020-04-07
Verus Capital Partners, LLC
NEW358—+358——$5—2020-05-26
Rockefeller Capital Management L.P.
NEW250—+250——$4—2020-05-12
Cabana LLC
CLOSED083,946-83,946-100%$1.7K$0-$1.7K2020-05-07
Foundations Investment Advisors, LLC
CLOSED055,700-55,700-100%$1.1K$0-$1.1K2020-04-06
Perigon Wealth Management, LLC
CLOSED011,050-11,050-100%$220$0-$2202020-04-17
Cpcm, LLC
CLOSED010,000-10,000-100%$201$0-$2012020-05-11
Sowell Financial Services LLC
CLOSED0600-600-100%$12$0-$122020-05-12
Proequities, Inc.
UNCHANGED000—$0$0$02020-05-13
Wells Fargo & Company
UNCHANGED000—$0$0$02020-05-14
Advisor Group, Inc.
N/A—8,993-8,993-100%$180———
Ladenburg Thalmann Financial Services Inc
N/A—40-40-100%$0———
Showing 21 of 21 institutions