HoldingsChannel.com
| Filer | 9/30/2023 Share Count | 12/31/2023 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing DWLD Share Count | ||||
| Wells Fargo & Company MN | 1 | 72 | +71 | +7100.00% |
| CWM LLC | 363 | 1,356 | +993 | +273.55% |
| Lunt Capital Management Inc. | 22,272 | 59,902 | +37,630 | +168.96% |
| Bank of America Corp DE | 57,082 | 68,956 | +11,874 | +20.80% |
| Private Advisor Group LLC | 14,348 | 16,627 | +2,279 | +15.88% |
| Stifel Financial Corp | 193,781 | 224,542 | +30,761 | +15.87% |
| DAVENPORT & Co LLC | 39,253 | 43,208 | +3,955 | +10.08% |
| Morgan Stanley | 1,389,847 | 1,456,757 | +66,910 | +4.81% |
| Royal Bank of Canada | 473,427 | 489,999 | +16,572 | +3.50% |
| UBS Group AG | 147,017 | 149,614 | +2,597 | +1.77% |
| Benjamin F. Edwards & Company Inc. | 30,164 | 30,637 | +473 | +1.57% |
| Davis Selected Advisers | 1,941,227 | 1,953,004 | +11,777 | +0.61% |
| Commonwealth Equity Services LLC | 90,475 | 90,687 | +212 | +0.23% |
| 13F Filers Reporting New Positions In DWLD | ||||
| Proequities Inc. | 0 | 0 | UNCH | 100% |
| Bank of New York Mellon Corp | 0 | 12,399 | +12,399 | +100% |
| Advisor Resource Council | 0 | 7,457 | +7,457 | +100% |
| Rockbridge Investment Management LCC | 0 | 96 | +96 | +100% |
| Scissortail Wealth Management LLC | 0 | 18,120 | +18,120 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| SILVER OAK SECURITIES Inc | 15,484 | 15,484 | UNCH | 0.00% |
| Private Trust Co. NA | 600 | 600 | UNCH | 0.00% |
| Southeast Asset Advisors Inc. | 98,110 | 98,110 | UNCH | 0.00% |
| Geneos Wealth Management Inc. | 4,000 | 4,000 | UNCH | 0.00% |
| Sittner & Nelson LLC | 421 | 421 | UNCH | 0.00% |
| 13F Filers Decreasing DWLD Share Count | ||||
| Jane Street Group LLC | 83,655 | 12,572 | -71,083 | -84.97% |
| Advisor Group Holdings Inc. | 14,897 | 9,519 | -5,378 | -36.10% |
| Orion Portfolio Solutions LLC | 9,827 | 7,751 | -2,076 | -21.13% |
| Captrust Financial Advisors | 71,918 | 58,177 | -13,741 | -19.11% |
| AdvisorNet Financial Inc | 1,464 | 1,289 | -175 | -11.95% |
| Creative Planning | 9,294 | 8,503 | -791 | -8.51% |
| Raymond James & Associates | 17,595 | 16,394 | -1,201 | -6.83% |
| D.A. Davidson & CO. | 44,144 | 41,440 | -2,704 | -6.13% |
| Raymond James Financial Services Advisors Inc. | 60,405 | 56,896 | -3,509 | -5.81% |
| Comerica Bank | 2,231 | 2,122 | -109 | -4.89% |
| Diligent Investors LLC | 9,902 | 9,502 | -400 | -4.04% |
| Creative Financial Designs Inc. ADV | 15,852 | 15,243 | -609 | -3.84% |
| LPL Financial LLC | 116,995 | 112,526 | -4,469 | -3.82% |
| Envestnet Asset Management Inc. | 61,971 | 59,614 | -2,357 | -3.80% |
| Stratos Wealth Partners LTD. | 32,018 | 30,928 | -1,090 | -3.40% |
| Rockefeller Capital Management L.P. | 61,455 | 59,436 | -2,019 | -3.29% |
| Cambridge Investment Research Advisors Inc. | 8,311 | 8,063 | -248 | -2.98% |
| Northwestern Mutual Wealth Management Co. | 61,043 | 60,242 | -801 | -1.31% |
| Cetera Advisor Networks LLC | 25,785 | 25,579 | -206 | -0.80% |
| Truist Financial Corp | 18,525 | 18,425 | -100 | -0.54% |
| 13F Filers Exiting DWLD | ||||
| Joule Financial LLC | 9,549 | 0 | -9,549 | -100.00% |
| Spire Wealth Management | 3,730 | 0 | -3,730 | -100.00% |
| Flow Traders U.S. LLC | 15,994 | 0 | -15,994 | -100.00% |
| OLD Mission Capital LLC | 66,558 | 0 | -66,558 | -100.00% |
| Citadel Advisors LLC | 89,748 | 0 | -89,748 | -100.00% |
| The PNC Financial Services Group Inc. | 235 | 0 | -235 | -100.00% |
See Summary: Institutional Holders of DWLD
See Details: Top 10 Hedge Funds Holding DWLD
