Ticker: WZRD CUSIP: 26923Q697 Class: OPPORTUNISTIC TR
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Apella Capital, LLC | 10,000 | $220 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| HighTower Advisors, LLC | 200,000 | 202,518 | +2,518 (+1.3%) |
| UBS Group AG | 1 | 45 | +44 (+4400.0%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| EverSource Wealth Advisors, LLC | 200 | 190 | -10 (-5.0%) |