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Wisdomtree TR

Q2 2023 vs Q3 2023

Comparing institutional holders between quarters

Quarters

Q3 2023Q2 2023Q1 2023Q4 2022Q3 2022
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Hudock, Inc.
DECREASED
Shares67,298 from 71,426
Change-4,128 (-6%)
Value$2.1M (-$214.8K)
Filed 2023-11-06
Jane Street Group, LLC
INCREASED
Shares42,057 from 33,399
Change+8,658 (+26%)
Value$1.3M (+$228.2K)
Filed 2023-11-15
Citadel Advisors LLC
DECREASED
Shares11,718 from 30,016
Change-18,298 (-61%)
Value$363.7K (-$604.3K)
Filed 2023-11-14
CWM, LLC
UNCHANGED
Shares1,012 from 1,012
Change0 (0%)
Value$31 (-$2)
Filed 2023-10-11
Morgan Stanley
UNCHANGED
Shares810 from 810
Change0 (0%)
Value$25.1K (-$983)
Filed 2023-11-15
Bank of Montreal
NEW
Shares688
Change+688
Value$22.4K
Filed 2023-11-01
UBS Group AG
NEW
Shares494
Change+494
Value$15.3K
Filed 2023-11-09
Asset Dedication, LLC
UNCHANGED
Shares432 from 432
Change0 (0%)
Value$13 (-$1)
Filed 2023-11-13
Osaic Holdings, Inc.
DECREASED
Shares220 from 420
Change-200 (-48%)
Value$6.8K (-$6.7K)
Filed 2023-11-13
Royal Bank of Canada
UNCHANGED
Shares204 from 204
Change0 (0%)
Value$6.0K (-$1.0K)
Filed 2023-11-14
Creative Financial Designs Inc
DECREASED
Shares161 from 571
Change-410 (-72%)
Value$5.0K (-$13.4K)
Filed 2023-11-14
Team Financial Group, LLC
NEW
Shares115
Change+115
Value$3.6K
Filed 2023-11-15
Geneos Wealth Management Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$3.1K (-$121)
Filed 2023-10-11
Halbert Hargrove Global Advisors, LLC
CLOSED
Shares0 from 6,753
Change-6,753 (-100%)
Value$0 (-$217.8K)
Filed 2023-10-16
Avior Wealth Management, LLC
CLOSED
Shares0 from 332
Change-332 (-100%)
Value$0 (-$10.7K)
Filed 2023-10-17
Proequities, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2023-10-30
Status
Hudock, Inc.
DECREASED67,29871,426-4,128-6%$2.3M$2.1M-$214.8K2023-11-06
Jane Street Group, LLC
INCREASED42,05733,399+8,658+26%$1.1M$1.3M+$228.2K2023-11-15
Citadel Advisors LLC
DECREASED11,71830,016-18,298-61%$968.0K$363.7K-$604.3K2023-11-14
CWM, LLC
UNCHANGED1,0121,01200%$33$31-$22023-10-11
Morgan Stanley
UNCHANGED81081000%$26.1K$25.1K-$9832023-11-15
Bank of Montreal
NEW688—+688——$22.4K—2023-11-01
UBS Group AG
NEW494—+494——$15.3K—2023-11-09
Asset Dedication, LLC
UNCHANGED43243200%$14$13-$12023-11-13
Osaic Holdings, Inc.
DECREASED220420-200-48%$13.5K$6.8K-$6.7K2023-11-13
Royal Bank of Canada
UNCHANGED20420400%$7.0K$6.0K-$1.0K2023-11-14
Creative Financial Designs Inc
DECREASED161571-410-72%$18.4K$5.0K-$13.4K2023-11-14
Team Financial Group, LLC
NEW115—+115——$3.6K—2023-11-15
Geneos Wealth Management Inc.
UNCHANGED10010000%$3.2K$3.1K-$1212023-10-11
Halbert Hargrove Global Advisors, LLC
CLOSED06,753-6,753-100%$217.8K$0-$217.8K2023-10-16
Avior Wealth Management, LLC
CLOSED0332-332-100%$10.7K$0-$10.7K2023-10-17
Proequities, Inc.
UNCHANGED000—$0$0$02023-10-30
Showing 16 of 16 institutions