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Get Institutions for : 
Wisdomtree Emerging Mkts Smallcap Div (DGS)  
$52.51 0.60 (1.16%) as of 4:30 Tue 6/18


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 202    8
Total shares held : 
56,116,811  
% of shares held : 
62.35%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -4  
Amount of shares held : 
938,184  
% of shares held change : 
  1.04%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$49.30  
Last Quarter's Ending Price : 
$50.86  
Last Quarter's Average Price
$49.48  
Change from last quarter's     
avg. price to the last closing  : 
3.03 (6.12%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
10
 60,336
 0.11%
 
Increased Positions :
80
 1,845,952
 3.29%
 
Unchanged Positions :
36
 9,331,710
 16.63%
 
Decreased Positions :
76
-442,959
-0.79%
 
Closed Positions :
18
-525,145
-0.94%
 
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
   Prosperity Consulting Group LLC 14 *New 2024-03-31 197,913 $10,066,000 197,913
   United Advisor Group LLC 54 *New 2024-03-31 31,272 $1,590,000 31,272
   WILEY BROS.-AINTREE CAPITAL LLC 284 *New 2024-03-31 8,969 $456,000 8,969
   HRT FINANCIAL LLC 1554 *New 2024-03-31 4,834 $245,000 4,834
   Modern Wealth Management LLC 301 *New 2024-03-31 4,180 $217,000 4,180
   CAPITAL MANAGEMENT CORP /VA 79 *New 2024-03-31 4,000 $203,000 4,000
   AlphaCore Capital LLC 144 *New 2024-03-31 3,808 $194,000 3,808
   Atlantic Trust Group LLC 1495 *New 2024-03-31 1,545 $79,000 1,545
   Coastal Investment Advisors Inc. 547 *New 2024-03-31 1,111 $56,000 1,111
   BLACKROCK INC. 4609 *New 2024-03-31 775 $39,000 775
   Founders Financial Alliance LLC 419 *New 2024-03-31 555 $28,000 555
   PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP 476 *New 2024-03-31 478 $24,000 478
   Tyler-Stone Wealth Management 482 *New 2024-03-31 477 $24,000 477
   BESSEMER GROUP INC 1420 *New 2024-03-31 405 $21,000 405
   JOHNSON FINANCIAL GROUP, INC. 505 *New 2024-03-31 347 $18,000 347
   EverSource Wealth Advisors LLC 1512 *New 2024-03-31 293 $15,000 293
   YHB INVESTMENT ADVISORS, INC. 654 *New 2024-03-31 250 $13,000 250
   Financial Advisory Service Inc. 421 *New 2024-03-31 125 $6,000 125
   ST GERMAIN D J CO INC 749 *New 2024-03-31 2 $0 2
   TOWER RESEARCH CAPITAL LLC 5667 *New 2024-03-31 7 $0 7
   Continuum Advisory LLC 1693 *New 2024-03-31 8 $0 8

  21 Records found
  1    
  Page 1 of 1
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