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Get Institutions for : 
Wisdom Tree Trust Total Dividend Fund (DTD)  
$67.53 0.38 (0.57%) as of 4:30 Fri 4/19


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 169    7
Total shares held : 
 8,195,497  
% of shares held : 
 10.64%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -12  
Amount of shares held : 
 26,309  
% of shares held change : 
   0.03%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $59.59  
Last Quarter's Ending Price : 
 $65.38  
Last Quarter's Average Price : 
 $61.54  
Change from last quarter's     
avg. price to the last closing  : 
5.99 (9.73%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
6
 11,022
 0.13%
 
Increased Positions :
52
 417,119
 5.09%
 
Unchanged Positions :
54
 284,779
 3.47%
 
Decreased Positions :
57
-345,027
-4.21%
 
Closed Positions :
13
-56,805
-0.69%
 
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
   PATHSTONE FAMILY OFFICE, LLC 331 *New 2023-09-30 62,211 $3,743,000 62,211
   Merit Financial Group LLC 204 *New 2024-03-31 45,942 $3,147,000 45,942
   COLONY GROUP, LLC 512 *New 2024-03-31 25,418 $1,714,000 25,418
   Foundations Investment Advisors LLC 253 *New 2024-03-31 22,410 $1,585,000 22,410
   Sowell Financial Services LLC 329 *New 2024-03-31 15,363 $1,086,000 15,363
   Truadvice LLC 119 *New 2023-09-30 9,046 $546,000 9,046
   BANK OF NEW YORK MELLON CORP 3588 *New 2024-03-31 5,363 $379,000 5,363
   WARREN AVERETT ASSET MANAGEMENT, LLC 610 *New 2024-03-31 3,453 $244,000 3,453
   Avestar Capital LLC 373 *New 2024-03-31 3,175 $225,000 3,175
   Eagle Strategies LLC 249 *New 2024-03-31 3,013 $213,000 3,013
   GREATMARK INVESTMENT PARTNERS, INC. 124 *New 2024-03-31 3,000 $212,000 3,000
   JACKSON SQUARE CAPITAL LLC 132 *New 2024-03-31 2,990 $211,000 2,990
   LIBRA WEALTH LLC 55 *New 2024-03-31 2,867 $203,000 2,867
   Equitable Holdings Inc. 1086 *New 2024-03-31 2,873 $203,000 2,873
   Atlantic Trust Group LLC 1572 *New 2024-03-31 900 $63,000 900
   JONES FINANCIAL COMPANIES LLLP 752 *New 2024-03-31 632 $45,000 632
   BARTLETT & CO. WEALTH MANAGEMENT LLC 728 *New 2024-03-31 477 $34,000 477
   Ahrens Investment Partners LLC 403 *New 2023-03-31 500 $30,000 500
   SUMMIT INVESTMENT ADVISORS INC 2487 *New 2024-03-31 329 $23,000 329
   BANK OF MONTREAL /CAN/ 3194 *New 2024-03-31 200 $14,000 200
   Opal Wealth Advisors LLC 251 *New 2024-03-31 112 $8,000 112
   US BANCORP 3381 *New 2024-03-31 100 $7,000 100
  22 Records found
  1    
  Page 1 of 1
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