WISDOMTREE TR (PLAT)
Institutional ownership reported to the SEC as of Q3 2023, across 19 quarters.
11
Reporting holders
$3.8M
Reported value
0.0%
Held as options
+1
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 |
|---|---|---|---|---|---|
| Hudock, Inc. | $2.1M | 67,298 | 0.50% | 3q | -5.8%-$128.1K |
| JANE STREET GROUP, LLC | $1.3M | 42,057 | 0.00% | 6q | +25.9%+$268.7K |
| CITADEL ADVISORS LLC | $363.7K | 11,718 | 0.00% | 5q | -61.0%-$567.9K |
| MORGAN STANLEY | $25.1K | 810 | 0.00% | 3q | HELD |
| BANK OF MONTREAL /CAN/ | $22.4K | 688 | 0.00% | new | NEW |
| UBS Group AG | $15.3K | 494 | 0.00% | new | NEW |
| OSAIC HOLDINGS, INC. | $6.8K | 220 | 0.00% | 5q | -47.6%-$6.2K |
| Royal Bank of Canada | $6.0K | 204 | 0.00% | 6q | HELD |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $5.0K | 161 | 0.00% | 2q | -71.8%-$12.7K |
| Team Financial Group, LLC | $3.6K | 115 | 0.00% | new | FIRST |
| Geneos Wealth Management Inc. | $3.1K | 100 | 0.00% | 2q | HELD |
| CWM, LLC | $31 | 1,012 | 0.00% | 18q | HELD |
| Asset Dedication, LLC | $13 | 432 | 0.00% | 14q | HELD |
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 | 11 | $3.8M | 123,865 | 2 | 1 | 4 | 0.0% |
| Q2 2023 | 10 | $4.6M | 144,031 | 3 | 3 | 2 | 0.0% |
| Q1 2023 | 9 | $4.3M | 148,389 | 3 | 2 | 4 | 0.0% |
| Q4 2022 | 9 | $2.9M | 114,790 | 3 | 1 | 5 | 0.0% |
| Q3 2022 | 10 | $4.2M | 165,862 | 3 | 2 | 3 | 0.0% |
| Q2 2022 | 8 | $4.4M | 156,973 | 2 | 1 | 0 | 0.0% |
| Q1 2022 | 11 | $6.2M | 168,334 | 3 | 5 | 1 | 0.0% |
| Q4 2021 | 12 | $6.4M | 147,406 | 3 | 3 | 1 | 0.0% |
| Q3 2021 | 10 | $3.9M | 83,560 | 2 | 3 | 2 | 0.0% |
| Q2 2021 | 9 | $4.2M | 87,819 | 1 | 2 | 2 | 0.0% |
| Q1 2021 | 9 | $3.8M | 81,993 | 4 | 2 | 1 | 0.0% |
| Q4 2020 | 7 | $2.9M | 65,953 | 3 | 1 | 1 | 0.0% |
| Q3 2020 | 4 | $1.3M | 35,407 | 0 | 1 | 1 | 0.0% |
| Q2 2020 | 5 | $1.0M | 31,311 | 2 | 2 | 0 | 0.0% |
| Q1 2020 | 4 | $666.0K | 27,489 | 3 | 0 | 0 | 0.0% |
| Q4 2019 | 2 | $410.0K | 14,125 | 0 | 1 | 0 | 0.0% |
| Q3 2019 | 2 | $282.0K | 10,314 | 1 | 0 | 0 | 0.0% |
| Q2 2019 | 2 | $50.0K | 1,056 | 1 | 0 | 0 | 0.0% |
| Q1 2019 | 1 | $47.0K | 956 | 1 | 0 | 0 | 0.0% |