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Get Institutions for : 
WisdomTree Trust International SmallCap Dividend Fund (DLS)  
$62.48 0.12 (0.19%) as of 4:30 Fri 4/19


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 200    2
Total shares held : 
 6,609,575  
% of shares held : 
 31.55%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -25  
Amount of shares held : 
 -719,501  
% of shares held change : 
   -3.43%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
9
 291,734
 4.41%
 
Increased Positions :
59
 374,016
 5.66%
 
Unchanged Positions :
50
 208,558
 3.16%
 
Decreased Positions :
82
-1,023,830
-15.49%
 
Closed Positions :
11
-361,421
-5.47%
 
Guru Positions :
0
 0%
 
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 period: 12-31-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   SAVANT CAPITAL MANAGEMENT INC 27 - 2024-03-31 880,633 $57,426,000 -21,189
   BANK OF AMERICA CORP /DE/ 1695 - 2024-03-31 413,092 $26,938,000 177,327
   MORGAN STANLEY 2758 - 2024-03-31 286,381 $18,675,000 31,753
   SHAKESPEARE WEALTH MANAGEMENT INC. 10 - 2024-03-31 248,527 $16,206,000 8,983
   EQIS CAPITAL MANAGEMENT, INC. 13 - 2024-03-31 225,074 $14,677,000 -8,754
   LRI Investments LLC 7 - 2024-03-31 206,665 $13,477,000 0
   Csenge Advisory Group 24 - 2024-03-31 200,661 $13,085,000 -2,815
   BIP Wealth LLC 15 - 2024-03-31 186,813 $12,182,000 26,067
   UBS Group AG 1481 - 2024-03-31 186,294 $12,148,000 -2,279
   RAYMOND JAMES & ASSOCIATES 1062 - 2024-03-31 183,573 $11,971,000 -1,731
   MCCORMACK ADVISORS INTERNATIONAL 154 - 2024-03-31 153,831 $10,031,000 -15,566
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 671 - 2024-03-31 136,819 $8,922,000 9,527
   HIGHTOWER ADVISORS, LLC 756 - 2024-03-31 125,595 $8,188,000 -740
   Checchi Capital Advisers LLC 46 - 2024-03-31 119,935 $7,821,000 -18,503
   Evanson Asset Management LLC 34 - 2024-03-31 91,104 $5,941,000 -198
   LPL FINANCIAL CORP 1692 - 2024-03-31 84,453 $5,507,000 19,505
   Great Point Wealth Advisors LLC 18 - 2024-03-31 82,432 $5,375,000 -2,815
   TELOS CAPITAL MANAGEMENT, INC. 69 - 2024-03-31 80,504 $5,250,000 -1,423
   ENVESTNET ASSET MANAGEMENT INC 1953 - 2024-03-31 78,219 $5,101,000 4,534
   BANK OF MONTREAL /CAN/ 1054 - 2024-03-31 77,055 $5,026,000 -3,133
   Alpha Omega Wealth Management LLC 33 - 2024-03-31 73,912 $4,820,000 2,010
   Neumann Capital Management LLC 15 - 2024-03-31 70,389 $4,590,000 9,009
   CITADEL ADVISORS LLC 1801 - 2024-03-31 65,201 $4,252,000 45,787
   Atomi Financial Group Inc. 53 - 2024-03-31 63,539 $4,143,000 49,277
   WESCAP Management Group Inc. 24 - 2024-03-31 62,193 $4,056,000 -805
   Kestra Advisory Services LLC 595 - 2024-03-31 61,776 $4,028,000 7,087
   ROYAL BANK OF CANADA 2056 - 2024-03-31 61,485 $4,009,000 -41,432
   EMPIRICAL FINANCIAL SERVICES, LLC 121 - 2024-03-31 60,278 $3,931,000 912
   Elwood & Goetz Wealth Advisory Group LLC 19 - 2024-03-31 58,168 $3,793,000 -669
   PrairieView Partners LLC 34 - 2024-03-31 57,179 $3,729,000 -956
   FLOW TRADERS U.S. LLC 96 - 2024-03-31 51,858 $3,382,000 -20,461
   ATRIA INVESTMENTS LLC 508 - 2024-03-31 46,610 $3,039,000 1,563
   CREATIVE PLANNING 802 - 2024-03-31 45,726 $2,982,000 -2,818
   Private Advisor Group LLC 641 - 2024-03-31 45,670 $2,978,000 -21,223
   Kathleen S. Wright Associates Inc. 18 - 2024-03-31 44,505 $2,902,000 -1,502
   INVENIO WEALTH PARTNERS LLC 20 - 2024-03-31 44,099 $2,876,000 23,398
   Regency Capital Management Inc.DE 21 - 2024-03-31 44,002 $2,869,000 262
   Waterfront Wealth Inc. 35 - 2024-03-31 43,782 $2,789,000 4,614
   GHP INVESTMENT ADVISORS INC 207 - 2024-03-31 41,249 $2,690,000 -1,684
   AMERIPRISE FINANCIAL INC 2655 - 2024-03-31 40,130 $2,617,000 -4,669
   HANSON MCCLAIN, INC. 286 - 2024-03-31 37,435 $2,441,000 -1,435
   COMMONWEALTH EQUITY SERVICES LLC. 1633 - 2024-03-31 37,267 $2,430,000 -3,456
   Wealth Architects LLC 45 - 2024-03-31 37,147 $2,422,000 -61
   FAMILY WEALTH PARTNERS LLC 21 - 2024-03-31 36,298 $2,367,000 -909
   Sharper & Granite LLC 31 - 2024-03-31 32,700 $2,115,000 -4,210
   SMITHBRIDGE ASSET MANAGEMENT INC/DE 70 - 2024-03-31 32,145 $2,096,000 182
   McLean Asset Management Corp 23 - 2024-03-31 31,957 $2,087,000 -568
   Equitable Holdings Inc. 440 - 2024-03-31 31,040 $2,024,000 2,118
   Insight Advisors LLC/ PA 45 - 2024-03-31 30,836 $2,011,000 2,912
   JANE STREET GROUP LLC 2248 - 2024-03-31 30,658 $1,999,000 -124,877
   Larson Financial Group LLC 123 - 2024-03-31 29,743 $1,940,000 -753
   WARREN AVERETT ASSET MANAGEMENT, LLC 262 *New 2024-03-31 29,139 $1,900,000 29,139
   Cedar Brook Financial Partners LLC 58 - 2024-03-31 29,136 $1,900,000 -6,042
   CI Private Wealth LLC 1038 - 2024-03-31 28,886 $1,884,000 -106
   SMITH MOORE & CO. 105 - 2024-03-31 28,567 $1,863,000 -4,447
   Advisor Group Holdings Inc. 1786 - 2024-03-31 27,263 $1,778,000 -17,713
   HARBOUR INVESTMENTS INC. 250 - 2023-12-31 27,810 $1,776,000 835
   J P MORGAN CHASE & CO 3047 - 2024-03-31 26,944 $1,757,000 9,662
   KLR INVESTMENT ADVISORS LLC 13 - 2024-03-31 27,589 $1,741,000 1,633
   Bristlecone Advisors LLC 114 - 2024-03-31 25,662 $1,673,000 -59
   Strategic Financial Group LLC - 2023-12-31 26,081 $1,665,000 -353
   FFG RETIREMENT ADVISORS LLC 28 - 2024-03-31 24,802 $1,617,000 502
   Investors Research Corp 51 - 2024-03-31 24,607 $1,605,000 -1,890
   Comprehensive Portfolio Management LLC 248 - 2024-03-31 23,548 $1,536,000 -5,468
   Truadvice LLC 52 - 2023-09-30 24,396 $1,390,000 15,071
   Beaird Harris Wealth Management LLC 49 - 2024-03-31 20,696 $1,350,000 -291
   Marathon Strategic Advisors LLC 9 - 2024-03-31 19,866 $1,295,000 394
   Smartleaf Asset Management LLC 80 - 2024-03-31 20,195 $1,289,000 -2,496
   Addison Advisors LLC 52 - 2024-03-31 19,479 $1,270,000 -70
   Buckingham Strategic Partners 217 - 2024-03-31 18,472 $1,205,000 -31,932
   OLD MISSION CAPITAL LLC 365 - 2024-03-31 16,734 $1,091,000 1,580
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 984 - 2024-03-31 16,245 $1,059,000 368
   WELLS FARGO & CO/MN 2988 - 2024-03-31 15,576 $1,016,000 -624
   CoreCap Advisors LLC 256 - 2023-12-31 15,607 $996,000 -1,568
   JANNEY MONTGOMERY SCOTT LLC 1527 - 2024-03-31 14,940 $974,000 -2,561
   SILVER OAK SECURITIES Inc 147 - 2024-03-31 14,837 $968,000 249
   Tortoise Investment Management LLC 115 - 2024-03-31 14,469 $944,000 -1,400
   Cetera Investment Advisers 2114 - 2024-03-31 14,433 $941,000 9,898
   Bruce G. Allen Investments LLC 19 - 2024-03-31 13,993 $913,000 546
   One Capital Management LLC 187 - 2024-03-31 13,105 $855,000 0
   Windward Private Wealth Management Inc. 30 - 2024-03-31 12,424 $810,000 -89
   Carlson Capital Management 55 - 2024-03-31 12,364 $806,000 -82,099
   Betterment LLC 222 - 2024-03-31 12,092 $789,000 465
   Spire Wealth Management 432 - 2024-03-31 11,553 $753,000 838
   IHT Wealth Management LLC 518 - 2024-03-31 11,156 $727,000 -1,449
   True Wealth Design LLC 97 - 2024-03-31 10,902 $711,000 -25
   HEARTLAND ADVISORS INC 174 - 2024-03-31 10,436 $681,000 -524
   CITIGROUP INC 2563 - 2024-03-31 10,120 $660,000 376
   Wescott Financial Advisory Group LLC 94 - 2024-03-31 10,069 $657,000 -1,905
   My Legacy Advisors LLC 130 - 2023-12-31 10,150 $638,000 6,482
   Sound Stewardship LLC 36 - 2024-03-31 9,040 $590,000 -208
   NBC SECURITIES INC. 387 - 2024-03-31 9,001 $586,000 3,733
   Capital Analysts Inc. 302 - 2024-03-31 8,744 $570,000 961
   Dynamic Advisors Solutions LLC 579 - 2024-03-31 8,530 $556,000 -15
   Williams & Novak LLC 44 - 2024-03-31 8,545 $546,000 0
   FINANCIAL NETWORK 1894 - 2024-03-31 8,073 $526,000 903
   Lester Murray Antman dba SimplyRich 111 - 2024-03-31 7,995 $522,000 0
   AllSquare Wealth Management LLC 50 - 2024-03-31 7,870 $513,000 0
   FSA Advisors Inc. 61 - 2024-03-31 7,671 $500,000 2,057
   CAMELOT PORTFOLIOS, LLC 69 - 2024-03-31 7,671 $500,000 -2,193
  100 Records found
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