WAMA Institutional Ownership
WisdomTree US Adaptive Moving Average Fund
1W: -0.3%
1M: +0.6%
3M: +2.5%
YTD: +9.8%
$27.00
+0.17 (+0.65%)
Weekly Expected Move ±1.5%
$26
$27
$27
$27
$28
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — WAMA
6
Institutional Holders
+4 vs prior quarter
0.0%
Ownership
+0.00pp
186M
Total Invested
4
New Positions
1
Increased
1
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (6 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | HALBERT HARGROVE GLOBAL ADVISORS, LLC | 7,039,294 | 190M | +85,571 | +1.2% | 2Q | SEC ↗ |
| 2 | CITADEL ADVISORS LLC NEW | 24,294 | 656K | — | +0.0% | 1Q | SEC ↗ |
| 3 | Alvarez & Marsal Private Wealth Partne NEW | 14,915 | 403K | — | +0.0% | 1Q | SEC ↗ |
| 4 | Kensington Investment Counsel, LLC NEW | 7,951 | 215K | — | +0.0% | 1Q | SEC ↗ |
| 5 | FMR LLC NEW | 8 | 0K | — | +0.0% | 1Q | SEC ↗ |
| 6 | JANE STREET GROUP, LLC | 0 | 0K | -38,476 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (4)
| Holder | Shares | Value |
|---|---|---|
| CITADEL ADVISORS LLC | 24,294 | 656K |
| Alvarez & Marsal Private Wealth Par | 14,915 | 403K |
| Kensington Investment Counsel, LLC | 7,951 | 215K |
| FMR LLC | 8 | 0K |
Sold Out (1)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| JANE STREET GROUP, LLC | 38,476 | 1M |
Biggest Increases (1)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| HALBERT HARGROVE GLOBAL ADVISORS, L | +85,571 | +1.2% | 7,039,294 |
Biggest Decreases (0)
None.