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EWG Holdings Changes image
This page summarizes the EWG holdings changes quarter over quarter among those 13F filers that have reported for the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024. Share count is compared over these two periods to provide an indication of whether EWG 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).
Filer12/31/2023
 Share Count 
3/31/2024
 Share Count 
Change% Change
13F Filers Increasing EWG Share Count
CWM LLC 155 655 +500 +322.58%
CX Institutional 351,665 476,347 +124,682 +35.45%
13F Filers Reporting New Positions In EWG
Atlas Capital Advisors LLC 0 32 +32 +100%
Mather Group LLC. 0 53 +53 +100%
Sunbelt Securities Inc. 0 11,508 +11,508 +100%
Donald L. Hagan LLC 0 7,457 +7,457 +100%
Columbus Macro LLC 0 51,694 +51,694 +100%
Coastal Investment Advisors Inc. 0 583 +583 +100%
Strategic Financial Concepts LLC 0 34,194 +34,194 +100%
Register Financial Advisors LLC 0 100 +100 +100%
Jessup Wealth Management Inc 0 26,469 +26,469 +100%
13F Filers With Unchanged Share Count
Caldwell Sutter Capital Inc. 2,851 2,851 UNCH 0.00%
Buffington Mohr McNeal 7,400 7,400 UNCH 0.00%
Investment Partners Asset Management Inc. 7,604 7,604 UNCH 0.00%
F&V Capital Management LLC 23,930 23,930 UNCH 0.00%
Barry Investment Advisors LLC 26,267 26,267 UNCH 0.00%
Kohmann Bosshard Financial Services LLC 25,101 25,101 UNCH 0.00%
Versant Capital Management Inc 2,458 2,458 UNCH 0.00%
Pathway Financial Advisors LLC 17,500 17,500 UNCH 0.00%
13F Filers Decreasing EWG Share Count
Allspring Global Investments Holdings LLC 627,404 510,044 -117,360 -18.71%
Tradewinds Capital Management LLC 38,746 33,827 -4,919 -12.70%
Raymond James & Associates 11,702 10,549 -1,153 -9.85%
Global Retirement Partners LLC 6,395 5,809 -586 -9.16%
Banque Cantonale Vaudoise 5,524 5,063 -461 -8.35%
Henrickson Nauta Wealth Advisors Inc. 10,238 9,967 -271 -2.65%
Viewpoint Capital Management LLC 37,946 37,446 -500 -1.32%
Hexagon Capital Partners LLC 707 705 -2 -0.28%
13F Filers Exiting EWG
McGlone Suttner Wealth Management Inc. 195 0 -195 -100.00%
AFG Fiduciary Services Limited Partnership 19,506 0 -19,506 -100.00%
International Assets Investment Management LLC 2,969 0 -2,969 -100.00%
Tsfg LLC 221 0 -221 -100.00%
Summit Trail Advisors LLC 25,000 0 -25,000 -100.00%

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

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