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This page summarizes the DWFI holdings changes quarter over quarter among those 13F filers that have reported for
the 12/31/2020 period, comparing share count change from 9/30/2020 to 12/31/2020.
Share count is compared over these two periods to provide an indication of whether DWFI 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).
| Filer | 9/30/2020
Share Count | 12/31/2020
Share Count | Change | % Change |
|---|
| 13F Filers Increasing DWFI Share Count |
|---|
| Prospera Financial Services Inc |
2,410 |
1,242,012 |
+1,239,602 |
+51435.77% |
| Bank of America Corp DE |
3,675 |
101,078 |
+97,403 |
+2650.42% |
| Western Wealth Management LLC |
22,073 |
77,635 |
+55,562 |
+251.72% |
| Envestnet Asset Management Inc. |
26,169 |
33,688 |
+7,519 |
+28.73% |
| LPL Financial LLC |
63,510 |
70,654 |
+7,144 |
+11.25% |
| Kestra Advisory Services LLC |
13,660 |
14,740 |
+1,080 |
+7.91% |
| Raymond James & Associates |
55,452 |
57,965 |
+2,513 |
+4.53% |
| UBS Group AG |
139,952 |
144,884 |
+4,932 |
+3.52% |
| 13F Filers Reporting New Positions In DWFI |
|---|
| Proequities Inc. |
0 |
0 |
UNCH |
100% |
| FMR LLC |
0 |
1 |
+1 |
+100% |
| Tower Research Capital LLC TRC |
0 |
71 |
+71 |
+100% |
| Moloney Securities Asset Management LLC |
0 |
62,795 |
+62,795 |
+100% |
| Retirement Group LLC |
0 |
450 |
+450 |
+100% |
| 13F Filers Decreasing DWFI Share Count |
|---|
| GWM Advisors LLC |
158,977 |
69,136 |
-89,841 |
-56.51% |
| Wells Fargo & Company MN |
540,674 |
295,655 |
-245,019 |
-45.32% |
| Susquehanna International Group LLP |
21,026 |
14,291 |
-6,735 |
-32.03% |
| Morgan Stanley |
346,008 |
239,951 |
-106,057 |
-30.65% |
| Raymond James Financial Services Advisors Inc. |
12,606 |
9,879 |
-2,727 |
-21.63% |
| Atwood & Palmer Inc. |
346,282 |
275,364 |
-70,918 |
-20.48% |
| Royal Bank of Canada |
73,202 |
67,273 |
-5,929 |
-8.10% |
| Advisor Group Holdings Inc. |
221,887 |
210,349 |
-11,538 |
-5.20% |
| Stifel Financial Corp |
50,474 |
48,504 |
-1,970 |
-3.90% |
| Commonwealth Equity Services LLC |
589,932 |
589,434 |
-498 |
-0.08% |
| 13F Filers Exiting DWFI |
|---|
| Two Sigma Securities LLC |
16,527 |
0 |
-16,527 |
-100.00% |
| Citadel Advisors LLC |
15,980 |
0 |
-15,980 |
-100.00% |
See Summary: Institutional Holders of DWFI
See Details: Top 10 Hedge Funds Holding DWFI
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