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Get Institutions for : 
Wisdomtree Us Smallcap Dividend Growth Fund (DGRS)  
$48.59 0.47 (0.96%) as of 4:30 Wed 5/22


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 86    1
Total shares held : 
3,811,175  
% of shares held : 
4.23%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  1  
Amount of shares held : 
216,911  
% of shares held change : 
  0.24%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$40.65  
Last Quarter's Ending Price : 
$47.44  
Last Quarter's Average Price
$42.32  
Change from last quarter's     
avg. price to the last closing  : 
6.27 (14.82%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
7
 66,007
 1.73%
 
Increased Positions :
28
 393,419
 10.32%
 
Unchanged Positions :
23
 83,833
 2.2%
 
Decreased Positions :
28
-213,592
-5.6%
 
Closed Positions :
6
-28,923
-0.76%
 
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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Founders Financial Alliance LLC 12 *New 2024-03-31 94,726 $4,702,000 94,726
   United Advisor Group LLC 39 *New 2024-03-31 38,549 $1,914,000 38,549
   KESTRA PRIVATE WEALTH SERVICES LLC 1015 *New 2024-03-31 5,909 $293,000 5,909
   PARK AVENUE SECURITIES LLC 1246 *New 2024-03-31 4,902 $243,000 4,902
   Gateway Wealth Partners LLC 221 *New 2024-03-31 4,253 $211,000 4,253
   H D Vest Advisory Services 1505 *New 2024-03-31 4,232 $210,000 4,232
   NATIONAL BANK OF CANADA /FI/ 1317 *New 2024-03-31 2,600 $127,000 2,600
   Tyler-Stone Wealth Management 364 *New 2024-03-31 944 $47,000 944

  8 Records found
  1    
  Page 1 of 1
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