Who owns Wisdomtree Trust wrld ex-us grwth?
- Ticker: DNL
- CUSIP Number: 97717W844
Tip: Access positions for across all investors
Analyze quarterly positions in Wisdomtree Trust wrld ex-us grwth with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold Wisdomtree Trust wrld ex-us grwth this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
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Morgan Stanley | 996k | $39M | -5% | Jun 2024 |
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Bank of America Corporation | 916k | $36M | 6% | Sep 2024 |
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CWM | 754k | $30M | -1% | Sep 2024 |
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LPL Financial | 738k | $29M | 6% | Sep 2024 |
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Private Advisor | 675k | $27M | -2% | Sep 2024 |
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Wells Fargo & Company | 563k | $22M | -22% | Sep 2024 |
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Royal Bank of Canada | 554k | $0 | 3% | Sep 2024 |
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Legacy Financial Advisors | 482k | $19M | -4% | Jun 2024 |
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Commonwealth Equity Services | 450k | $18M | 4% | Sep 2024 |
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Key FInancial | 427k | $17M | -2% | Sep 2024 |
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360 Financial | 411k | $16M | 2% | Jun 2024 |
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Equitable Holdings | 286k | $11M | 64% | Jun 2024 |
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BIP Wealth | 246k | $9.7M | 7% | Sep 2024 |
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Jane Street | 229k | $9.0M | 208% | Sep 2024 |
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Jpmorgan Chase & Co | 215k | $8.5M | 15% | Sep 2024 |
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ShoreHaven Wealth Partners | 211k | $8.3M | 14% | Sep 2024 |
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Cedrus | 203k | $8.0M | 10% | Sep 2024 |
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Captrust Financial Advisors | 185k | $7.3M | 0% | Sep 2024 |
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Cyr Financial | 166k | $6.5M | 3% | Sep 2024 |
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Cetera Investment Advisers | 150k | $5.8M | 10% | Jun 2024 |
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Vertex Planning Partners | 119k | $4.7M | -3% | Sep 2024 |
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Sentinel Pension Advisors | 118k | $4.7M | 1% | Sep 2024 |
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Raymond James Financial Services Advisors | 96k | $3.8M | 4% | Sep 2024 |
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Cerro Pacific Wealth Advisors | 90k | $3.5M | 2% | Sep 2024 |
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Kestra Advisory Services | 87k | $3.4M | -36% | Sep 2024 |
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Breakwater Capital Group | 86k | $3.4M | 6% | Sep 2024 |
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Integrity Financial Corp | 85k | $3.3M | -1% | Sep 2024 |
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Ieq Capital | 77k | $3.0M | 0% | Jun 2024 |
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Raymond James & Associates | 76k | $3.0M | 107% | Sep 2024 |
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NewEdge Wealth | 73k | $2.9M | 0% | Sep 2024 |
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Stifel Financial | 68k | $2.6M | 76% | Jun 2024 |
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Envestnet Portfolio Solutions | 58k | $2.3M | -10% | Sep 2024 |
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Collaborative Wealth Managment | 56k | $2.2M | -2% | Sep 2024 |
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Cambridge Investment Research Advisors | 48k | $1.9M | 0% | Sep 2024 |
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Well Done | 44k | $1.7M | 0% | Sep 2024 |
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HighTower Advisors | 43k | $1.7M | 7% | Jun 2024 |
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Financial Strategies Group | 37k | $1.5M | -3% | Sep 2024 |
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Goss Wealth Management | 35k | $1.4M | 2954% | Jun 2024 |
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Flow Traders US | 33k | $1.3M | 100% | Sep 2024 |
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Integrated Wealth Concepts | 32k | $1.2M | 2% | Sep 2024 |
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Ameritas Advisory Services | 32k | $1.2M | -43% | Sep 2024 |
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Tectonic Advisors | 31k | $1.2M | 0% | Sep 2024 |
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Stratos Wealth Partners | 28k | $1.1M | 21% | Sep 2024 |
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Howard Wealth Management | 26k | $1.0M | -2% | Sep 2024 |
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TFG Advisers | 23k | $922k | 3% | Sep 2024 |
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WealthPlan Investment Management | 23k | $893k | 1% | Sep 2024 |
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Element Wealth | 21k | $813k | 21% | Sep 2024 |
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Townsquare Capital | 21k | $810k | 229% | Sep 2024 |
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Northwestern Mutual Wealth Management Company | 21k | $809k | 0% | Sep 2024 |
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Citadel Advisors | 19k | $746k | 100% | Sep 2024 |
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H D Vest Advisory Services | 18k | $715k | 2% | Jun 2024 |
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Advisor Group Holdings | 17k | $659k | -9% | Sep 2024 |
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Argent Trust | 17k | $652k | 0% | Sep 2024 |
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Gotham Asset Management | 15k | $586k | 8% | Sep 2024 |
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AQR Capital Management | 15k | $580k | 142% | Sep 2024 |
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Drive Wealth Management | 14k | $556k | 1% | Sep 2024 |
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KWB Wealth | 13k | $516k | 8% | Sep 2024 |
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Ruggaard & Associates | 13k | $505k | 45% | Jun 2024 |
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Sowell Financial Services | 13k | $501k | 0% | Sep 2024 |
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Lion Street Advisors | 12k | $487k | 0% | Sep 2024 |
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United Advisor Group | 12k | $465k | 3% | Sep 2024 |
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Us Bancorp | 11k | $450k | 0% | Sep 2024 |
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TD Capital Management | 11k | $421k | 1% | Sep 2024 |
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National Asset Management | 11k | $414k | -9% | Jun 2024 |
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Raab & Moskowitz Asset Management | 10k | $400k | -1% | Sep 2024 |
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Cherrydale Wealth Management | 10k | $398k | 0% | Sep 2024 |
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Steward Partners Investment Advisory | 10k | $393k | 44% | Jun 2024 |
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Envestnet Asset Management | 9.4k | $369k | 0% | Sep 2024 |
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Susquehanna International | 8.4k | $330k | 100% | Sep 2024 |
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Feltz Wealth PLAN | 7.9k | $312k | 30% | Sep 2024 |
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CI Private Wealth | 7.3k | $286k | 3% | Sep 2024 |
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Level Four Advisory Services | 6.8k | $264k | -91% | Jun 2024 |
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SageView Advisory Group | 6.0k | $236k | 0% | Sep 2024 |
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Integrys Wealth Advisors | 5.9k | $231k | 0% | Sep 2024 |
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Verus Capital Partners | 5.8k | $227k | 100% | Sep 2024 |
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Geneos Wealth Management | 5.7k | $223k | 2% | Jun 2024 |
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J.w. Cole Advisors | 5.5k | $218k | 0% | Sep 2024 |
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Summit Investment Advisory Services | 5.3k | $207k | 100% | Sep 2024 |
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Colonial Trust Co / SC | 4.9k | $195k | 100% | Sep 2024 |
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Brian McDonald | 4.7k | $186k | -1% | Sep 2024 |
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AdvisorNet Financial | 4.4k | $173k | 0% | Sep 2024 |
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Hanson McClain Advisors | 4.2k | $166k | 0% | Sep 2024 |
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Principal Securities | 3.0k | $118k | 20% | Sep 2024 |
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FinTrust Capital Advisors | 2.5k | $100k | 0% | Sep 2024 |
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Pnc Financial Services | 2.5k | $100k | 100% | Sep 2024 |
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Private Trust Co Na | 2.1k | $80k | 4% | Jun 2024 |
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First Community Trust Na | 2.0k | $79k | 0% | Sep 2024 |
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Tucker Asset Management | 1.6k | $63k | 46% | Jun 2024 |
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Jones Financial Companies, L.L | 1.6k | $63k | 100% | Sep 2024 |
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IFP Advisors | 1.5k | $59k | 0% | Jun 2024 |
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CoreCap Advisors | 927.00 | $37k | 15% | Sep 2024 |
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Signature | 500.00 | $20k | -13% | Sep 2024 |
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Front Row Advisors | 440.00 | $17k | 0% | Sep 2024 |
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Sage Mountain Advisors | 433.00 | $17k | 0% | Sep 2024 |
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Harel Insurance Investments & Financial Services | 290.00 | $11k | 0% | Sep 2024 |
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Nelson, Van Denburg & Campbell Wealth Management | 280.00 | $7.2k | 0% | Sep 2024 |
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Farther Finance Advisors | 207.00 | $8.2k | -54% | Sep 2024 |
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Optimum Investment Advisors | 148.00 | $5.8k | 0% | Sep 2024 |
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Proequities | 120.00 | $4.7M | 0% | Sep 2024 |
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Creative Financial Designs | 115.00 | $4.5k | 0% | Sep 2024 |
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Householder Group Estate & Retirement Specialist | 112.00 | $4.0k | 100% | Sep 2024 |
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Harbour Investments | 59.00 | $2.3k | 0% | Sep 2024 |
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Capital Investment Advisory Services | 20.00 | $802.000000 | 0% | Sep 2024 |
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Who sold out of Wisdomtree Trust wrld ex-us grwth?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Old Mission Capital | Mar 2024 | 100k | $3.9M |
Mainstay Capital Management | Jun 2024 | 40k | $1.6M |
Atria Investments | Jun 2024 | 9.0k | $352k |
Colony | Jun 2024 | 8.1k | $328k |
OneAscent Financial Services | Jun 2024 | 5.8k | $226k |
Coastal Investment Advisors | Jun 2024 | 1.5k | $59k |
International Assets Investment Management | Jun 2024 | 800.00 | $31k |