WISDOMTREE TR (AGND)
Institutional ownership reported to the SEC as of Q1 2020, across 6 quarters.
7
Reporting holders
$7.7M
Reported value
0.0%
Held as options
+0
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| H&H Retirement Design & Management INC | $5.1M | 135,757 | 4.81% | new | FIRST |
| JANE STREET GROUP, LLC | $1.4M | 37,958 | 0.00% | 6q | -40.8%-$978.1K |
| CITADEL ADVISORS LLC | $863.0K | 22,931 | 0.00% | 6q | -25.1%-$289.9K |
| AllSquare Wealth Management LLC | $102.0K | 2,737 | 0.09% | 6q | -21.7%-$28.3K |
| Advisor Group Holdings, Inc. | $84.0K | 2,240 | 0.00% | new | FIRST |
| UBS Group AG | $62.0K | 1,657 | 0.00% | 6q | +40.8%+$18.0K |
| VERUS CAPITAL PARTNERS, LLC | $62.0K | 1,649 | 0.02% | 2q | -19.1%-$14.7K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q1 2020 | 7 | $7.7M | 204,929 | 0 | 1 | 4 | 0.0% |
| Q4 2019 | 7 | $4.3M | 103,580 | 0 | 2 | 4 | 0.0% |
| Q3 2019 | 8 | $6.0M | 148,041 | 0 | 4 | 4 | 0.0% |
| Q2 2019 | 11 | $10.0M | 239,619 | 1 | 3 | 5 | 0.0% |
| Q1 2019 | 12 | $6.7M | 158,976 | 0 | 1 | 8 | 0.0% |
| Q4 2018 | 16 | $23.8M | 560,934 | 2 | 0 | 0 | 0.0% |