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Get Institutions for : 
WisdomTree World ex-US Growth (DNL)  
$39.69 0.57 (1.45%) as of 4:30 Wed 6/12


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 95    7
Total shares held : 
 12,653,002  
% of shares held : 
 14.06%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -12  
Amount of shares held : 
 -586,244  
% of shares held change : 
   -0.65%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $36.44  
Last Quarter's Ending Price : 
 $38.89  
Last Quarter's Average Price : 
 $37.34  
Change from last quarter's     
avg. price to the last closing  : 
2.35 (6.29%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
8
 100,215
 0.79%
 
Increased Positions :
33
 592,467
 4.68%
 
Unchanged Positions :
16
 133,048
 1.05%
 
Decreased Positions :
38
-727,187
-5.75%
 
Closed Positions :
15
-551,739
-4.36%
 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   FIAT WEALTH MANAGEMENT LLC 10 - 2023-12-31 5,681 $210,139,000 0
   MORGAN STANLEY 1928 - 2024-03-31 1,051,491 $40,893,000 -204,523
   BANK OF AMERICA CORP /DE/ 1519 - 2024-03-31 886,696 $34,484,000 -182,378
   UBS Group AG 941 - 2024-03-31 859,250 $33,416,000 93,299
   AMERIPRISE FINANCIAL INC 1048 - 2024-03-31 778,094 $30,282,000 -31,224
   CWM LLC 145 - 2024-03-31 764,645 $29,737,000 61,594
   WELLS FARGO & CO/MN 950 - 2024-03-31 718,960 $27,960,000 -153,723
   Private Advisor Group LLC 106 - 2024-03-31 656,191 $25,519,000 23,090
   LPL FINANCIAL CORP 880 - 2024-03-31 592,852 $23,056,000 17,083
   ROYAL BANK OF CANADA 1098 - 2024-03-31 542,233 $21,087,000 -59,112
   Legacy Financial Advisors Inc. 4 - 2024-03-31 499,382 $19,421,000 58,372
   COMMONWEALTH EQUITY SERVICES LLC. 586 - 2024-03-31 407,566 $15,850,000 -25,739
   Key Financial Inc 3 - 2024-03-31 404,353 $15,725,000 13,078
   360 Financial Inc. 3 - 2024-03-31 403,922 $15,709,000 11,982
   BIP Wealth LLC 19 - 2024-03-31 273,593 $10,640,000 -6,095
   CAPTRUST FINANCIAL ADVISORS 422 - 2024-03-31 176,334 $6,858,000 -184
   Cedrus LLC 6 - 2024-03-31 176,216 $6,853,000 15,233
   Equitable Holdings Inc. 195 - 2024-03-31 173,563 $6,750,000 16,389
   Systelligence LLC 28 - 2024-03-31 166,578 $6,478,000 -594
   QUANTITATIVE ADVANTAGE LLC 35 - 2023-03-31 171,660 $6,089,000 10,293
   Baird Financial Group Inc. 636 - 2024-03-31 141,235 $5,493,000 30,138
   Cetera Investment Advisers 956 *New 2024-03-31 135,788 $5,281,000 135,788
   Kestra Advisory Services LLC 548 - 2024-03-31 120,824 $4,699,000 -11,244
   ENVESTNET ASSET MANAGEMENT INC 2027 - 2024-03-31 118,493 $4,608,000 -479
   SENTINEL PENSION ADVISORS INC 20 - 2024-03-31 118,337 $4,602,000 39,735
   J P MORGAN CHASE & CO 2513 - 2024-03-31 114,989 $4,472,000 -41,852
   ShoreHaven Wealth Partners LLC 12 - 2024-03-31 114,106 $4,438,000 -39,752
   FINANCIAL NETWORK 679 - 2024-03-31 113,059 $4,397,000 4,679
   JANE STREET GROUP LLC 1400 - 2024-03-31 112,790 $4,386,000 -160,647
   FLOW TRADERS U.S. LLC 81 - 2024-03-31 101,734 $3,956,000 95,911
   OLD MISSION CAPITAL LLC 138 - 2024-03-31 99,650 $3,875,000 59,627
   Ameritas Advisory Services LLC 132 - 2024-03-31 96,737 $3,760,000 42,623
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1330 - 2024-03-31 89,589 $3,484,000 -85,860
   Breakwater Capital Group 34 - 2024-03-31 79,127 $3,077,000 -341
   IEQ CAPITAL LLC 251 - 2024-03-31 76,836 $2,988,000 0
   LEVEL FOUR ADVISORY SERVICES LLC 167 - 2024-03-31 72,564 $2,684,000 1,302
   NewEdge Wealth LLC 275 - 2024-03-31 69,876 $2,650,000 0
   Envestnet Portfolio Solutions Inc. 552 - 2024-03-31 67,651 $2,631,000 12,490
   Vertex Planning Partners LLC 24 - 2024-03-31 64,212 $2,497,000 11,558
   Collaborative Wealth Managment Inc. 23 - 2024-03-31 62,317 $2,424,000 -3,580
   IHT Wealth Management LLC 227 - 2024-03-31 58,892 $2,290,000 588
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 696 - 2023-09-30 67,813 $2,268,000 751
   CITADEL ADVISORS LLC 2319 *New 2024-03-31 57,072 $2,220,000 57,072
   Integrity Financial Corp /WA 15 *New 2024-03-31 52,559 $2,044,000 52,559
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1309 - 2024-03-31 47,989 $1,866,000 -400
   Cerro Pacific Wealth Advisors LLC 27 - 2023-03-31 49,017 $1,739,000 -2,350
   MAINSTAY CAPITAL MANAGEMENT LLC /ADV 27 - 2024-03-31 41,418 $1,611,000 -6,839
   Well Done LLC 49 - 2024-03-31 41,176 $1,601,000 -683
   HIGHTOWER ADVISORS, LLC 1530 - 2024-03-31 39,908 $1,552,000 -2,487
   STIFEL FINANCIAL CORP 1926 - 2024-03-31 38,440 $1,495,000 -868
   Financial Strategies Group Inc. 36 - 2024-03-31 37,921 $1,481,000 243
   RAYMOND JAMES & ASSOCIATES 2371 - 2024-03-31 35,867 $1,395,000 -5,780
   TECTONIC ADVISORS LLC 125 - 2024-03-31 30,703 $1,194,000 130
   Integrated Wealth Concepts LLC 695 - 2024-03-31 29,226 $1,137,000 -1,629
   Howard Wealth Management LLC 29 - 2024-03-31 26,390 $1,026,000 73
   Stratos Wealth Partners LTD. 638 - 2024-03-31 25,494 $991,000 2,071
   WealthPlan Investment Management LLC 101 - 2024-03-31 21,425 $833,000 -495
   TFG Advisers LLC 86 - 2024-03-31 20,565 $800,000 1,633
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1076 - 2024-03-31 20,105 $782,000 -327
   Advisor Group Holdings Inc. 2634 - 2024-03-31 18,278 $711,000 8,602
   MULTIFINANCIAL SECURITIES CORP 1369 - 2024-03-31 18,205 $708,000 4,710
   H D Vest Advisory Services 896 - 2024-03-31 17,862 $695,000 -5,281
   Argent Trust Co 380 - 2024-03-31 16,560 $644,000 0
   GOTHAM ASSET MANAGEMENT, LLC 1019 *New 2024-03-31 13,865 $539,000 13,865
   DRIVE WEALTH MANAGEMENT LLC 132 - 2024-03-31 12,742 $496,000 1,564
   Sowell Financial Services LLC 450 *New 2024-03-31 12,581 $489,000 12,581
   Lion Street Advisors LLC 114 - 2024-03-31 12,928 $478,000 0
   KWB Wealth 79 - 2024-03-31 12,229 $476,000 -120,546
   US BANCORP 1565 - 2024-03-31 11,420 $444,000 0
   TD CAPITAL MANAGEMENT LLC 70 - 2024-03-31 10,257 $399,000 -6,114
   Raab & Moskowitz Asset Management LLC 133 - 2024-03-31 10,240 $398,000 0
   NATIONAL ASSET MANAGEMENT, INC. 921 - 2024-03-31 11,603 $388,000 -4,563
   CHERRYDALE WEALTH MANAGEMENT LLC 37 - 2024-03-31 9,983 $388,000 42
   Ruggaard & Associates LLC 84 - 2024-03-31 8,880 $345,000 1,839
   CI Private Wealth LLC 1927 - 2024-03-31 7,064 $275,000 0
   Steward Partners Investment Advisory LLC 1302 - 2024-03-31 6,975 $271,000 275
   COLONY GROUP, LLC 871 *New 2024-03-31 7,049 $263,000 7,049
   TOWNSQUARE CAPITAL LLC 1068 *New 2024-03-31 6,254 $243,000 6,254
   AQR CAPITAL MANAGEMENT LLC 2206 *New 2024-03-31 6,084 $237,000 6,084
   Integrys Wealth Advisors LLC 134 - 2024-03-31 5,864 $228,000 0
   Feltz Wealth PLAN Inc. 284 *New 2024-03-31 5,802 $226,000 5,802
   OneAscent Financial Services LLC 334 - 2024-03-31 5,790 $225,000 0
   Geneos Wealth Management Inc. 683 - 2024-03-31 5,585 $217,000 -547
   J.W. COLE ADVISORS INC. 819 - 2024-03-31 5,328 $207,000 -639
   Summit Investment Advisory Services LLC 65 - 2024-03-31 5,295 $206,000 -193
   United Advisor Group LLC 208 *New 2024-03-31 5,160 $201,000 5,160
   COMERICA BANK 2324 - 2024-03-31 4,820 $187,000 85
   AdvisorNet Financial Inc 504 - 2024-03-31 4,400 $171,000 0
   HANSON MCCLAIN, INC. 832 - 2024-03-31 4,284 $167,000 0
   FinTrust Capital Advisors LLC 383 - 2024-03-31 2,509 $98,000 0
   PRINCIPAL SECURITIES INC. 1285 - 2024-03-31 2,475 $96,000 816
   FIRST COMMUNITY TRUST NA 117 - 2024-03-31 2,000 $78,000 0
   PRIVATE TRUST CO NA 964 - 2024-03-31 1,977 $77,000 -39
   IFP Advisors Inc 1475 - 2023-12-31 1,500 $55,000 0
   Coastal Investment Advisors Inc. 563 *New 2024-03-31 1,205 $47,000 1,205
   Element Wealth LLC 181 - 2024-03-31 1,166 $45,000 477
   Goss Wealth Management LLC 2340 - 2024-03-31 1,139 $44,000 714
   Nelson Van Denburg & Campbell Wealth Management Gr 1334 - 2024-03-31 1,065 $38,000 965
   CITIGROUP INC 4084 - 2024-03-31 532 $21,000 -4
   Front Row Advisors LLC 453 - 2024-03-31 440 $17,000 0
  100 Records found
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