HoldingsChannel.com
| Filer | 9/30/2023 Share Count | 12/31/2023 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing WTMF Share Count | ||||
| Comerica Bank | 430 | 34,589 | +34,159 | +7943.95% |
| AE Wealth Management LLC | 13,573 | 89,045 | +75,472 | +556.05% |
| Washington Trust Bank | 20,483 | 94,760 | +74,277 | +362.63% |
| Raymond James Financial Services Advisors Inc. | 27,662 | 64,732 | +37,070 | +134.01% |
| IHT Wealth Management LLC | 30,958 | 53,730 | +22,772 | +73.56% |
| Wells Fargo & Company MN | 92,971 | 136,839 | +43,868 | +47.18% |
| Private Advisor Group LLC | 27,805 | 31,999 | +4,194 | +15.08% |
| MML Investors Services LLC | 16,121 | 18,419 | +2,298 | +14.25% |
| Moors & Cabot Inc. | 8,000 | 9,050 | +1,050 | +13.12% |
| Envestnet Asset Management Inc. | 66,614 | 73,046 | +6,432 | +9.66% |
| LPL Financial LLC | 189,750 | 200,511 | +10,761 | +5.67% |
| Morgan Stanley | 1,410,240 | 1,482,458 | +72,218 | +5.12% |
| Kestra Advisory Services LLC | 15,590 | 16,362 | +772 | +4.95% |
| Fermata Advisors LLC | 5,914 | 6,203 | +289 | +4.89% |
| My Legacy Advisors LLC | 20,376 | 20,774 | +398 | +1.95% |
| KLR Investment Advisors LLC | 32,640 | 33,206 | +566 | +1.73% |
| Cardinal Point Capital Management ULC | 140,657 | 142,107 | +1,450 | +1.03% |
| Comprehensive Wealth Management LLC | 49,736 | 50,164 | +428 | +0.86% |
| Cooper Financial Group | 16,818 | 16,880 | +62 | +0.37% |
| 13F Filers Reporting New Positions In WTMF | ||||
| Proequities Inc. | 0 | 0 | UNCH | 100% |
| FMR LLC | 0 | 1 | +1 | +100% |
| Harbour Investments Inc. | 0 | 2,282 | +2,282 | +100% |
| Lee Financial Co | 0 | 65 | +65 | +100% |
| HighTower Advisors LLC | 0 | 13,410 | +13,410 | +100% |
| Perigon Wealth Management LLC | 0 | 10,478 | +10,478 | +100% |
| Advisors Preferred LLC | 0 | 1,351 | +1,351 | +100% |
| UBS Group AG | 0 | 1,623 | +1,623 | +100% |
| Cetera Investment Advisers | 0 | 12,202 | +12,202 | +100% |
| Resources Investment Advisors LLC. | 0 | 344,624 | +344,624 | +100% |
| Columbus Macro LLC | 0 | 6,150 | +6,150 | +100% |
| Global Retirement Partners LLC | 0 | 36 | +36 | +100% |
| Centric Wealth Management | 0 | 289,644 | +289,644 | +100% |
| International Assets Investment Management LLC | 0 | 2,490 | +2,490 | +100% |
| Ethos Financial Group LLC | 0 | 240,948 | +240,948 | +100% |
| Smartleaf Asset Management LLC | 0 | 58 | +58 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Huntington National Bank | 1 | 1 | UNCH | 0.00% |
| Archer Investment Corp | 8 | 8 | UNCH | 0.00% |
| Hexagon Capital Partners LLC | 203 | 203 | UNCH | 0.00% |
| 13F Filers Decreasing WTMF Share Count | ||||
| National Bank of Canada FI | 30 | 10 | -20 | -66.67% |
| Royal Bank of Canada | 6,297 | 3,276 | -3,021 | -47.98% |
| Advisor Group Holdings Inc. | 8,559 | 5,694 | -2,865 | -33.47% |
| Team Financial Group LLC | 9,294 | 6,412 | -2,882 | -31.01% |
| CIBC World Markets Inc. | 55,581 | 42,048 | -13,533 | -24.35% |
| Avestar Capital LLC | 197,573 | 155,864 | -41,709 | -21.11% |
| Strategic Advocates LLC | 23,157 | 20,737 | -2,420 | -10.45% |
| Cambria Investment Management L.P. | 420,635 | 383,336 | -37,299 | -8.87% |
| Creative Financial Designs Inc. ADV | 1,799 | 1,641 | -158 | -8.78% |
| JPMorgan Chase & Co. | 26,494 | 24,463 | -2,031 | -7.67% |
| Betterment LLC | 89,422 | 83,399 | -6,023 | -6.74% |
| Twelve Points Wealth Management LLC | 41,062 | 38,406 | -2,656 | -6.47% |
| Austin Wealth Management LLC | 75,841 | 71,028 | -4,813 | -6.35% |
| Endowment Wealth Management Inc. | 17,867 | 16,837 | -1,030 | -5.76% |
| Empirical Asset Management LLC | 72,556 | 71,220 | -1,336 | -1.84% |
| Cetera Advisor Networks LLC | 51,005 | 50,311 | -694 | -1.36% |
| O Dell Group LLC | 144,600 | 143,040 | -1,560 | -1.08% |
| Efficient Advisors LLC | 97,051 | 96,877 | -174 | -0.18% |
| 13F Filers Exiting WTMF | ||||
| Steward Partners Investment Advisory LLC | 31 | 0 | -31 | -100.00% |
| GWM Advisors LLC | 33 | 0 | -33 | -100.00% |
| Nelson Van Denburg & Campbell Wealth Management Group LLC | 1,149 | 0 | -1,149 | -100.00% |
| Jane Street Group LLC | 52,339 | 0 | -52,339 | -100.00% |
| Susquehanna International Group LLP | 7,139 | 0 | -7,139 | -100.00% |
| Private Trust Co. NA | 890 | 0 | -890 | -100.00% |
| Northwestern Mutual Wealth Management Co. | 200 | 0 | -200 | -100.00% |
See Summary: Institutional Holders of WTMF
See Details: Top 10 Hedge Funds Holding WTMF
