Who owns Wisdomtree Tr dynamic int eq?
- Ticker: DDLS
- CUSIP Number: 97717x271
Tip: Access positions for across all investors
Analyze quarterly positions in Wisdomtree Tr dynamic int eq with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold Wisdomtree Tr dynamic int eq this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
LPL Financial | 274k | $10M | 3% | Sep 2024 |
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Cetera Investment Advisers | 178k | $6.1M | 6% | Jun 2024 |
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AE Wealth Management | 109k | $4.0M | -26% | Sep 2024 |
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High Note Wealth | 103k | $3.8M | 1% | Sep 2024 |
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Jane Street | 87k | $3.2M | 56% | Sep 2024 |
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Exchange Capital Management | 59k | $2.1M | 52% | Sep 2024 |
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Flow Traders US | 17k | $615k | 100% | Sep 2024 |
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Miracle Mile Advisors | 17k | $605k | -6% | Sep 2024 |
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United Advisor Group | 15k | $555k | 17% | Sep 2024 |
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Kraft, Davis & Associates | 6.4k | $223k | 1% | Sep 2024 |
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Strategic Financial Concepts | 5.7k | $208k | -97% | Sep 2024 |
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Modera Wealth Management | 5.6k | $205k | 100% | Sep 2024 |
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Bank of America Corporation | 4.8k | $176k | 1% | Sep 2024 |
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Accent Capital Management | 4.5k | $164k | 0% | Sep 2024 |
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Morgan Stanley | 3.3k | $113k | 3153% | Jun 2024 |
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IFP Advisors | 2.7k | $92k | 549% | Jun 2024 |
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Advisor Group Holdings | 2.5k | $93k | 15% | Sep 2024 |
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Larson Financial Group | 2.5k | $91k | -20% | Sep 2024 |
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Jpmorgan Chase & Co | 1.8k | $67k | 7% | Sep 2024 |
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Northwestern Mutual Wealth Management Company | 1.7k | $61k | 261% | Sep 2024 |
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Geneos Wealth Management | 1.3k | $44k | 0% | Jun 2024 |
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Frazier Financial Advisors | 420.00 | $15k | 0% | Sep 2024 |
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Plante Moran Financial Advisors | 24.00 | $877.000800 | 100% | Sep 2024 |
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Royal Bank of Canada | 20.00 | $1.0k | -92% | Sep 2024 |
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Harbour Investments | 11.00 | $402.000500 | 100% | Sep 2024 |
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Who sold out of Wisdomtree Tr dynamic int eq?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Citadel Advisors | Jun 2024 | 20k | $688k |
Addison Advisors | Jun 2024 | 861.00 | $30k |
O'shaughnessy Asset Management | Jun 2024 | 437.00 | $15k |
Gradient Investments | Jun 2024 | 232.00 | $8.0k |