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Get Institutions for : 
WisdomTree LargeCap Value (EZY)  
$74.28 0.97 (1.33%) as of 4:30 Fri 5/31


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 56    9
Total shares held : 
 1,702,760  
% of shares held : 
 1.89%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   22  
Amount of shares held : 
 230,306  
% of shares held change : 
   0.26%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $61.19  
Last Quarter's Ending Price : 
 $68.53  
Last Quarter's Average Price : 
 $63.22  
Change from last quarter's     
avg. price to the last closing  : 
11.06 (17.5%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
11
 74,817
 4.39%
 
Increased Positions :
22
 226,065
 13.28%
 
Unchanged Positions :
14
 52,575
 3.09%
 
Decreased Positions :
9
-30,529
-1.79%
 
Closed Positions :
2
-40,047
-2.35%
 
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
   LPL FINANCIAL CORP 754 - 2024-03-31 398,703 $30,144,000 70,538
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 540 - 2024-03-31 240,291 $18,167,000 500
   Legacy Financial Advisors Inc. 8 *New 2024-03-31 189,440 $14,322,000 189,440
   Private Wealth Strategies L.L.C. 9 - 2024-03-31 182,615 $13,806,000 1,373
   ENVESTNET ASSET MANAGEMENT INC 1612 - 2024-03-31 115,495 $8,732,000 105,922
   MORGAN STANLEY 3412 - 2024-03-31 114,559 $8,661,000 16,490
   CWM LLC 337 - 2024-03-31 102,093 $7,719,000 -1,880
   Team Financial Group LLC 7 - 2024-03-31 91,053 $6,884,000 1,991
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 715 - 2024-03-31 69,048 $5,220,000 8,846
   COMMONWEALTH EQUITY SERVICES LLC. 1214 - 2024-03-31 60,992 $4,611,000 12,065
   Kestra Advisory Services LLC 605 - 2024-03-31 51,664 $3,906,000 25,080
   AE Wealth Management LLC 350 - 2024-03-31 50,672 $3,831,000 13,988
   Kovack Advisors Inc. 40 - 2024-03-31 50,461 $3,815,000 232
   Cetera Investment Advisers 1139 - 2024-03-31 49,407 $3,735,000 43,253
   CI Private Wealth LLC 810 - 2024-03-31 44,853 $3,391,000 -310
   STIFEL FINANCIAL CORP 1378 - 2024-03-31 43,888 $3,318,000 543
   FINANCIAL NETWORK 837 - 2024-03-31 39,724 $3,003,000 3,913
   J P MORGAN CHASE & CO 2791 - 2024-03-31 36,536 $2,762,000 30,900
   RVW Wealth LLC 49 - 2024-03-31 27,021 $2,043,000 -276
   RAYMOND JAMES & ASSOCIATES 2172 - 2024-03-31 25,174 $1,903,000 -34
   Advisor Group Holdings Inc. 1742 - 2024-03-31 24,716 $1,869,000 -6,797
   Financial Advocates Investment Management 267 *New 2024-03-31 18,677 $1,242,000 18,677
   Stratos Wealth Partners LTD. 601 - 2024-03-31 14,575 $1,102,000 7
   Equitable Holdings Inc. 592 - 2024-03-31 14,565 $1,101,000 566
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2473 - 2024-03-31 14,071 $1,064,000 -12,489
   Mason & Associates LLC 45 - 2024-03-31 10,423 $788,000 0
   FORESIGHT CAPITAL MANAGEMENT ADVISORS INC. 45 *New 2024-03-31 10,423 $788,000 10,423
   MULTIFINANCIAL SECURITIES CORP 1335 *New 2024-03-31 9,662 $730,000 9,662
   Good Life Advisors LLC 198 - 2024-03-31 9,105 $688,000 2,325
   PRUDENTIAL FINANCIAL INC 2093 *New 2024-03-31 8,006 $605,000 8,006
   THRIVENT FINANCIAL FOR LUTHERANS 2101 - 2024-03-31 7,650 $578,000 1,322
   Carlson Capital Management 66 - 2024-03-31 7,620 $576,000 -70,834
   PEAPACK GLADSTONE FINANCIAL CORP 483 - 2024-03-31 6,620 $501,000 0
   FLAGSHIP HARBOR ADVISORS LLC 412 *New 2024-03-31 5,898 $446,000 5,898
   LRI Investments LLC 86 - 2024-03-31 5,434 $411,000 0
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1733 - 2024-03-31 5,085 $384,000 303
   WHARTON BUSINESS GROUP, LLC 106 - 2024-03-31 4,885 $369,000 -1,825
   OBrien Greene & Co. Inc 99 - 2024-03-31 4,600 $348,000 100
   Koshinski Asset Management Inc. 435 - 2024-03-31 3,970 $300,000 -680
   Atlantic Trust Group LLC 990 - 2024-03-31 3,774 $284,000 0
   Belpointe Asset Management LLC 661 - 2024-03-31 3,332 $252,000 29
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1563 - 2023-09-30 3,971 $245,000 16
   Betterment LLC 339 - 2024-03-31 3,131 $237,000 71
   SMITH MOORE & CO. 381 - 2024-03-31 3,100 $234,000 0
   Patriot Financial Group Insurance Agency LLC 418 - 2024-03-31 3,091 $234,000 2
   Cambria Investment Management L.P. 328 - 2024-03-31 3,028 $229,000 -18
   Avant Capital LLC 50 *New 2023-09-30 3,676 $227,000 3,676
   Concurrent Investment Advisors LLC 759 - 2024-03-31 2,948 $223,000 0
   Atria Wealth Solutions Inc. 1792 *New 2024-03-31 2,725 $206,000 2,725
   Avalon Trust Co 149 - 2024-03-31 2,048 $155,000 0
   PRINCIPAL SECURITIES INC. 1122 *New 2024-03-31 1,947 $147,000 1,947
   PRIVATE TRUST CO NA 917 - 2024-03-31 1,155 $87,000 -78
   ANCORA ADVISORS, LLC 849 - 2024-03-31 850 $64,000 0
   Geneos Wealth Management Inc. 1003 - 2024-03-31 800 $60,000 0
   ICA Group Wealth Management LLC 603 - 2024-03-31 542 $41,000 0
   HARBOUR INVESTMENTS INC. 1611 - 2023-12-31 500 $34,000 0
   COMERICA BANK 2942 - 2024-03-31 342 $26,000 -29
   DB Wealth Management Group LLC 212 *New 2023-12-31 358 $25,000 358
   CREATIVE FINANCIAL DESIGNS INC /ADV 946 - 2024-03-31 279 $21,000 41
   US BANCORP 3116 *New 2024-03-31 220 $17,000 220
   ROYAL BANK OF CANADA 5375 - 2024-03-31 216 $16,000 -421
   Householder Group Estate & Retirement Specialist L 726 - 2024-03-31 194 $15,000 0
   Morton Brown Family Wealth LLC 145 *New 2024-03-31 164 $12,000 164
   BLAIR WILLIAM & CO/IL 1702 - 2024-03-31 144 $11,000 0
   Hilltop National Bank 634 - 2024-03-31 138 $10,000 0
   HM PAYSON & CO 834 - 2023-12-31 100 $7,000 0
   Aptus Capital Advisors LLC 1059 *New 2024-03-31 75 $6,000 75
   Coppell Advisory Solutions LLC 1080 - 2023-12-31 75 $5,000 75
   Tacita Capital Inc 214 *Closed 2024-03-31 0 $0 -715
   Coulter & Justus Financial Services LLC 104 *Closed 2024-03-31 0 $0 -3,717
   WELLS FARGO & CO/MN 6246 - 2024-03-31 0 $0 -606
   PROEQUITIES INC. 7647 - 2024-03-31 0 $0 0
   FMR LLC 5486 *Closed 2024-03-31 0 $0 -1
   Personal Resources Investment & Strategic Manageme 64 *Closed 2024-03-31 0 $0 -4,222
  74 Records found
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