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DRW Institutional Ownership

WisdomTree New Economy Real Estate ETF
1W: -3.6% 1M: -10.9% 3M: -11.6% 1Y: -2.0% 3Y: -32.0% 5Y: -40.3%
$22.88
Last traded 2023-10-03 — delisted
ETF AMEX · AUM $57.1M

Institutional Ownership — DRW

18
Institutional Holders
-2 vs prior quarter
0.0%
Ownership
+0.00pp
3M
Total Invested
3
New Positions
2
Increased
7
Reduced
2
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (21 total)

# Holder Shares Value Change Change % Holding Period Filing
1 LPL Financial LLC 37,416 856K -2,730 -6.8% 54Q SEC ↗
2 BANK OF AMERICA CORP /DE 28,245 646K -985 -3.4% 15Q SEC ↗
3 RAYMOND JAMES FINANCIAL INC 18,314 419K — +0.0% 2Q SEC ↗
4 AE Wealth Management LLC 14,650 335K +896 +6.5% 28Q SEC ↗
5 JANE STREET GROUP, LLC 13,935 319K -7,625 -35.4% 2Q SEC ↗
6 Virtu Financial LLC NEW 9,660 221K — +0.0% 1Q SEC ↗
7 JTC Employer Solutions Trustee Ltd 5,800 133K — +0.0% 21Q SEC ↗
8 MORGAN STANLEY 2,724 62K — +0.0% 60Q SEC ↗
9 OSAIC HOLDINGS, INC. 2,200 50K +800 +57.1% 26Q SEC ↗
10 Murphy & Mullick Capital Management Co 1,081 25K — +0.0% 7Q SEC ↗
11 Farther Finance Advisors, LLC 598 14K -500 -45.5% 6Q SEC ↗
12 CWM, LLC 387 9K — +0.0% 5Q SEC ↗
13 MERCER GLOBAL ADVISORS INC /ADV NEW 340 8K — +0.0% 1Q SEC ↗
14 Geneos Wealth Management Inc. 102 2K — +0.0% 42Q SEC ↗
15 Glen Eagle Advisors, LLC 100 2K — +0.0% 12Q SEC ↗
16 FMR LLC NEW 1 0K — +0.0% 1Q SEC ↗
17 WELLS FARGO & COMPANY/MN 0 0K -1 -100.0% 71Q SEC ↗
18 UBS Group AG 0 0K -141 -100.0% 1Q SEC ↗
19 FLOW TRADERS U.S. LLC 0 0K -25,475 -100.0% 1Q SEC ↗
20 Western Wealth Management, LLC 0 0K -1,553 -100.0% 1Q SEC ↗
21 Advisory Services Network, LLC 0 0K -51 -100.0% 1Q SEC ↗

Recent Activity

New Positions (3)
HolderSharesValue
Virtu Financial LLC 9,660 221K
MERCER GLOBAL ADVISORS INC /ADV 340 8K
FMR LLC 1 0K
Sold Out (4)
HolderPrev SharesPrev Value
FLOW TRADERS U.S. LLC 25,475 583K
Western Wealth Management, LLC 1,553 36K
UBS Group AG 141 3K
Advisory Services Network, LLC 51 1K
Biggest Increases (2)
HolderAddedChange %Total Shares
AE Wealth Management LLC +896 +6.5% 14,650
OSAIC HOLDINGS, INC. +800 +57.1% 2,200
Biggest Decreases (5)
HolderReducedChange %Total Shares
JANE STREET GROUP, LLC -7,625 -35.4% 13,935
LPL Financial LLC -2,730 -6.8% 37,416
BANK OF AMERICA CORP /DE -985 -3.4% 28,245
Farther Finance Advisors, LLC -500 -45.5% 598
WELLS FARGO & COMPANY/MN -1 -100.0% 0

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms