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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
Jane Street Group, LLC
INCREASED
Shares28,478 from 16,988
Change+11,490 (+68%)
Value$835.9K (+$380.4K)
Filed 2024-02-15
LPL Financial LLC
INCREASED
Shares28,166 from 27,807
Change+359 (+1%)
Value$826.8K (+$81.1K)
Filed 2024-02-14
MFA Wealth Advisors, LLC
UNCHANGED
Shares16,565 from 16,565
Change0 (0%)
Value$486.2K (+$42.1K)
Filed 2024-02-14
Great Valley Advisor Group, Inc.
NEW
Shares12,886
Change+12,886
Value$378.2K
Filed 2024-02-06
Redhawk Wealth Advisors, Inc.
NEW
Shares12,416
Change+12,416
Value$364.4K
Filed 2024-01-12
JPMorgan Chase & Co
DECREASED
Shares10,876 from 11,225
Change-349 (-3%)
Value$319.3K (+$18.3K)
Filed 2024-12-26
Flynn Zito Capital Management, LLC
NEW
Shares10,557
Change+10,557
Value$309.9K
Filed 2024-01-31
Smartleaf Asset Management LLC
NEW
Shares10,095
Change+10,095
Value$295.8K
Filed 2024-02-12
HighTower Advisors, LLC
UNCHANGED
Shares10,059 from 10,059
Change0 (0%)
Value$295.0K (+$25.0K)
Filed 2024-02-12
Private Advisor Group, LLC
INCREASED
Shares9,083 from 8,801
Change+282 (+3%)
Value$266.6K (+$30.6K)
Filed 2024-02-06
Commonwealth Equity Services, LLC
NEW
Shares8,164
Change+8,164
Value$240
Filed 2024-02-06
My Legacy Advisors, LLC
DECREASED
Shares7,749 from 9,292
Change-1,543 (-17%)
Value$227.7K (-$17.2K)
Filed 2024-01-12
Ascentis Independent Advisors
NEW
Shares7,690
Change+7,690
Value$225.7K
Filed 2024-02-02
Osaic Holdings, Inc.
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$44.0K (+$3.8K)
Filed 2024-02-12
Caldwell Sutter Capital, Inc.
NEW
Shares364
Change+364
Value$10.7K
Filed 2024-01-19
Morgan Stanley
NEW
Shares33
Change+33
Value$969
Filed 2024-08-16
Old Mission Capital LLC
CLOSED
Shares0 from 37,572
Change-37,572 (-100%)
Value$0 (-$1.0M)
Filed 2024-02-14
Citadel Advisors LLC
CLOSED
Shares0 from 9,773
Change-9,773 (-100%)
Value$0 (-$262.1K)
Filed 2024-02-14
Proequities, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2024-02-07
Status
Jane Street Group, LLC
INCREASED28,47816,988+11,490+68%$455.5K$835.9K+$380.4K2024-02-15
LPL Financial LLC
INCREASED28,16627,807+359+1%$745.6K$826.8K+$81.1K2024-02-14
MFA Wealth Advisors, LLC
UNCHANGED16,56516,56500%$444.2K$486.2K+$42.1K2024-02-14
Great Valley Advisor Group, Inc.
NEW12,886—+12,886——$378.2K—2024-02-06
Redhawk Wealth Advisors, Inc.
NEW12,416—+12,416——$364.4K—2024-01-12
JPMorgan Chase & Co
DECREASED10,87611,225-349-3%$301.0K$319.3K+$18.3K2024-12-26
Flynn Zito Capital Management, LLC
NEW10,557—+10,557——$309.9K—2024-01-31
Smartleaf Asset Management LLC
NEW10,095—+10,095——$295.8K—2024-02-12
HighTower Advisors, LLC
UNCHANGED10,05910,05900%$270.0K$295.0K+$25.0K2024-02-12
Private Advisor Group, LLC
INCREASED9,0838,801+282+3%$236.0K$266.6K+$30.6K2024-02-06
Commonwealth Equity Services, LLC
NEW8,164—+8,164——$240—2024-02-06
My Legacy Advisors, LLC
DECREASED7,7499,292-1,543-17%$245.0K$227.7K-$17.2K2024-01-12
Ascentis Independent Advisors
NEW7,690—+7,690——$225.7K—2024-02-02
Osaic Holdings, Inc.
UNCHANGED1,5001,50000%$40.2K$44.0K+$3.8K2024-02-12
Caldwell Sutter Capital, Inc.
NEW364—+364——$10.7K—2024-01-19
Morgan Stanley
NEW33—+33——$969—2024-08-16
Old Mission Capital LLC
CLOSED037,572-37,572-100%$1.0M$0-$1.0M2024-02-14
Citadel Advisors LLC
CLOSED09,773-9,773-100%$262.1K$0-$262.1K2024-02-14
Proequities, Inc.
UNCHANGED000—$0$0$02024-02-07
Showing 19 of 19 institutions