WISDOMTREE TR (DXGE)
Institutional ownership reported to the SEC as of Q3 2023, across 20 quarters.
13
Reporting holders
$3.5M
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 |
|---|---|---|---|---|---|
| OSAIC HOLDINGS, INC. | $1.2M | 33,070 | 0.00% | 4q | -9.3%-$119.3K |
| JANE STREET GROUP, LLC | $671.7K | 19,153 | 0.00% | 2q | -67.4%-$1.4M |
| CITADEL ADVISORS LLC | $529.0K | 15,085 | 0.00% | new | NEW |
| BANK OF AMERICA CORP /DE/ | $427.0K | 12,177 | 0.00% | 20q | HELD |
| Sunesis Advisors, LLC | $295.6K | 8,429 | 0.21% | 2q | HELD |
| MORGAN STANLEY | $237.9K | 6,783 | 0.00% | 24q | -1.8%-$4.2K |
| Federation des caisses Desjardins du Quebec | $102.0K | 2,909 | 0.00% | 27q | HELD |
| BANK OF MONTREAL /CAN/ | $74.4K | 2,068 | 0.00% | 2q | -15.7%-$13.9K |
| BLAIR WILLIAM & CO/IL | $24.5K | 700 | 0.00% | 6q | HELD |
| JPMORGAN CHASE & CO | $8.2K | 235 | 0.00% | new | NEW |
| Impact Partnership Wealth, LLC | $3.5K | 100 | 0.00% | new | NEW |
| NATIONAL BANK OF CANADA /FI/ | $1.1K | 33 | 0.00% | 8q | HELD |
| FLOW TRADERS U.S. LLC | $387 | 11,047 | 0.02% | 18q | +23.5% |
| BEACH INVESTMENT COUNSEL INC/PA | $368 | 10,500 | 0.05% | 20q | HELD |
| WELLS FARGO & COMPANY/MN | $18 | 1 | 0.00% | 20q | -99.9%-$18.5K |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2023 | 13 | $3.5M | 100,743 | 3 | 0 | 5 | 0.0% |
| Q2 2023 | 13 | $4.9M | 135,165 | 3 | 3 | 2 | 0.0% |
| Q1 2023 | 11 | $1.5M | 41,240 | 1 | 2 | 1 | 0.0% |
| Q4 2022 | 15 | $3.7M | 116,759 | 4 | 4 | 2 | 0.0% |
| Q3 2022 | 14 | $5.6M | 202,792 | 1 | 5 | 1 | 0.0% |
| Q2 2022 | 14 | $4.7M | 156,385 | 1 | 4 | 2 | 0.0% |
| Q1 2022 | 16 | $4.9M | 144,154 | 1 | 5 | 2 | 0.0% |
| Q4 2021 | 17 | $9.2M | 256,119 | 2 | 4 | 1 | 0.0% |
| Q3 2021 | 20 | $7.5M | 212,752 | 1 | 3 | 4 | 0.0% |
| Q2 2021 | 22 | $7.3M | 207,255 | 4 | 4 | 5 | 0.0% |
| Q1 2021 | 19 | $6.7M | 191,706 | 0 | 5 | 5 | 0.0% |
| Q4 2020 | 19 | $7.2M | 233,329 | 0 | 5 | 3 | 0.0% |
| Q3 2020 | 19 | $6.8M | 235,899 | 1 | 3 | 4 | 0.0% |
| Q2 2020 | 18 | $10.9M | 385,516 | 0 | 1 | 8 | 0.0% |
| Q1 2020 | 20 | $10.9M | 486,263 | 2 | 7 | 6 | 0.0% |
| Q4 2019 | 21 | $9.6M | 299,514 | 2 | 3 | 6 | 0.0% |
| Q3 2019 | 20 | $7.4M | 250,713 | 1 | 3 | 4 | 0.0% |
| Q2 2019 | 21 | $10.1M | 343,045 | 2 | 1 | 7 | 0.0% |
| Q1 2019 | 21 | $8.8M | 308,392 | 1 | 2 | 11 | 0.0% |
| Q4 2018 | 23 | $12.3M | 461,463 | 1 | 2 | 3 | 0.0% |