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Get Institutions for : 
WisdomTree Emerging Markets Div Gr ETF (DGRE)  
$26.28 0.03 (0.11%) as of 4:30 Wed 5/22


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 40    0
Total shares held : 
 3,363,375  
% of shares held : 
 37.37%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   6  
Amount of shares held : 
 396,991  
% of shares held change : 
   4.41%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $22.10  
Last Quarter's Ending Price : 
 $24.58  
Last Quarter's Average Price : 
 $22.84  
Change from last quarter's     
avg. price to the last closing  : 
3.44 (15.06%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
4
 88,153
 2.62%
 
Increased Positions :
16
 429,749
 12.78%
 
Unchanged Positions :
10
 373,574
 11.11%
 
Decreased Positions :
10
-79,409
-2.36%
 
Closed Positions :
4
-41,502
-1.23%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   One Capital Management LLC 25 - 2024-03-31 1,354,927 $34,822,000 46,258
   LPL FINANCIAL CORP 1267 - 2024-03-31 428,303 $11,007,000 18,349
   NewEdge Wealth LLC 120 - 2024-03-31 325,497 $8,336,000 22,123
   Astoria Portfolio Advisors LLC. 10 - 2024-03-31 252,993 $6,340,000 -5,640
   Hobbs Group Advisors LLC 8 - 2023-12-31 240,498 $5,911,000 0
   SimpliFi Inc. 12 *New 2024-03-31 197,723 $5,081,000 197,723
   JANE STREET GROUP LLC 1455 - 2024-03-31 160,844 $4,134,000 121,233
   ROYAL BANK OF CANADA 2194 - 2024-03-31 126,862 $3,260,000 5,079
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1429 - 2024-03-31 113,410 $2,915,000 -3,600
   Vermillion & White Wealth Management Group LLC 12 - 2024-03-31 103,307 $2,655,000 1,638
   OLD MISSION CAPITAL LLC 296 - 2024-03-31 55,186 $1,418,000 -5,738
   Occidental Asset Management LLC 95 - 2024-03-31 51,525 $1,324,000 1,028
   Professional Financial Advisors LLC 60 - 2024-03-31 34,501 $887,000 885
   MORGAN STANLEY 4899 - 2024-03-31 32,395 $833,000 -4,638
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1904 - 2024-03-31 29,826 $767,000 19,544
   Capital Analysts Inc. 287 - 2024-03-31 26,428 $679,000 3,299
   Capital Advisors Ltd. LLC 133 - 2024-03-31 25,614 $658,000 12
   United Advisor Group LLC 99 *New 2024-03-31 23,735 $610,000 23,735
   BANK OF MONTREAL /CAN/ 2042 *New 2024-03-31 20,197 $519,000 20,197
   Great Waters Wealth Management 64 - 2024-03-31 19,389 $498,000 -603
   KMG FIDUCIARY PARTNERS LLC 177 - 2024-03-31 19,006 $488,000 62
   Advisor Group Holdings Inc. 2941 - 2024-03-31 18,890 $486,000 6,691
   EXCHANGE CAPITAL MANAGEMENT INC 154 - 2024-03-31 16,228 $417,000 5,864
   Kestra Advisory Services LLC 1819 - 2024-03-31 14,942 $384,000 -1,822
   180 WEALTH ADVISORS LLC 281 - 2024-03-31 12,645 $325,000 560
   Mutual Advisors LLC 906 - 2024-03-31 10,408 $267,000 213
   Frazier Financial Advisors LLC 47 - 2024-03-31 9,134 $235,000 0
   CAPITAL MANAGEMENT CORP /VA 72 - 2024-03-31 9,006 $231,000 0
   Princeton Global Asset Management LLC 166 - 2024-03-31 7,083 $182,000 -250
   GUARANTY TRUST CO OF MISSOURI /MO/ 625 - 2024-03-31 4,950 $127,000 0
   VALLEY NATIONAL ADVISERS INC 318 - 2024-03-31 3,860 $99,000 0
   Sunbelt Securities Inc. 887 - 2024-03-31 1,700 $44,000 200
   Creekmur Asset Management LLC 406 - 2024-03-31 626 $16,000 2
   Scarborough Advisors LLC 212 - 2024-03-31 328 $8,000 76
   J P MORGAN CHASE & CO 5129 - 2024-03-31 199 $5,000 -145
   Goss Wealth Management LLC 3141 - 2024-03-31 195 $5,000 -62
   HANSON MCCLAIN, INC. 3273 - 2024-03-31 4 $0 0
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 5279 *Closed 2024-03-31 0 $0 -35,865
   FMR LLC 4818 *Closed 2024-03-31 0 $0 -1
   DHJJ Financial Advisors Ltd. 706 - 2024-03-31 16 $0 0
   PROEQUITIES INC. 5366 - 2024-03-31 0 $0 0
   UBS Group AG 8362 *Closed 2024-03-31 0 $0 -908
   FinTrust Capital Advisors LLC 1274 *Closed 2024-03-31 0 $0 -558
   TOWER RESEARCH CAPITAL LLC 6246 *Closed 2024-03-31 0 $0 -101
   FLOW TRADERS U.S. LLC 1108 *Closed 2024-03-31 0 $0 -46,711
  45 Records found
  1    
  Page 1 of 1
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