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DWLD Holdings Changes image
This page summarizes the DWLD holdings changes quarter over quarter among those 13F filers that have reported for the 3/31/2020 period, comparing share count change from 12/31/2019 to 3/31/2020. Share count is compared over these two periods to provide an indication of whether DWLD is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).
Filer12/31/2019
 Share Count 
3/31/2020
 Share Count 
Change% Change
13F Filers Increasing DWLD Share Count
CLS Investments LLC 141,538 464,088 +322,550 +227.89%
Toroso Investments LLC 10,015 16,976 +6,961 +69.51%
AdvisorNet Financial Inc 429 727 +298 +69.46%
Truist Financial Corp 164,373 256,153 +91,780 +55.84%
Raymond James & Associates 73,590 103,585 +29,995 +40.76%
Janney Montgomery Scott LLC 9,969 13,268 +3,299 +33.09%
HighTower Advisors LLC 8,722 10,825 +2,103 +24.11%
Eudaimonia Partners LLC 2,455 2,970 +515 +20.98%
Raymond James Financial Services Advisors Inc. 160,872 191,918 +31,046 +19.30%
Royal Bank of Canada 127,170 142,801 +15,631 +12.29%
Creative Financial Designs Inc. ADV 11,890 13,115 +1,225 +10.30%
Morgan Stanley 1,956,770 2,129,891 +173,121 +8.85%
Benjamin F. Edwards & Company Inc. 24,788 26,726 +1,938 +7.82%
Stratos Wealth Partners LTD. 45,039 46,934 +1,895 +4.21%
Davis Selected Advisers 1,803,388 1,873,537 +70,149 +3.89%
DAVENPORT & Co LLC 15,355 15,880 +525 +3.42%
Commonwealth Equity Services LLC 134,707 137,013 +2,306 +1.71%
Southeast Asset Advisors Inc. 205,813 206,770 +957 +0.46%
13F Filers Reporting New Positions In DWLD
Wells Fargo & Company MN 0 0 UNCH 100%
Proequities Inc. 0 0 UNCH 100%
Northwestern Mutual Wealth Management Co. 0 8,970 +8,970 +100%
Edge Wealth Management LLC 0 2,600 +2,600 +100%
Corbenic Partners LLC 0 229 +229 +100%
Advisor Group Holdings Inc. 0 7,420 +7,420 +100%
Orion Portfolio Solutions LLC 0 4,017 +4,017 +100%
13F Filers With Unchanged Share Count
First Republic Investment Management Inc. 25,687 25,687 UNCH 0.00%
13F Filers Decreasing DWLD Share Count
Stifel Financial Corp 43,548 23,444 -20,104 -46.17%
Private Advisor Group LLC 27,438 15,220 -12,218 -44.53%
Diligent Investors LLC 21,171 16,013 -5,158 -24.36%
CWM LLC 46,766 41,644 -5,122 -10.95%
LPL Financial LLC 360,585 337,918 -22,667 -6.29%
Andesa Financial Management Inc. 39,580 37,258 -2,322 -5.87%
UBS Group AG 763,566 719,122 -44,444 -5.82%
Centric Wealth Management 9,202 9,000 -202 -2.20%
D.A. Davidson & CO. 72,035 71,145 -890 -1.24%
13F Filers Exiting DWLD
Wealthcare Advisory Partners LLC 319 0 -319 -100.00%
Cetera Advisor Networks LLC 8,380 0 -8,380 -100.00%
Tower Research Capital LLC TRC 186 0 -186 -100.00%
Susquehanna International Group LLP 40,045 0 -40,045 -100.00%
Cambridge Investment Research Advisors Inc. 8,732 0 -8,732 -100.00%
J.W. Cole Advisors Inc. 14,670 0 -14,670 -100.00%
BOKF NA 29,835 0 -29,835 -100.00%

See Summary: Institutional Holders of DWLD
See Details: Top 10 Hedge Funds Holding DWLD

DWLD Holdings Changes | www.HoldingsChannel.com

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