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Get Institutions for : 
WisdomTree Trust DIEFA Fund (DWM)  
$53.85 0.19 (0.34%) as of 4:30 Wed 4/24


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 126    2
Total shares held : 
7,176,065  
% of shares held : 
59.8%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -12  
Amount of shares held : 
-176,900  
% of shares held change : 
  -1.47%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$47.68  
Last Quarter's Ending Price : 
$52.51  
Last Quarter's Average Price
$49.37  
Change from last quarter's     
avg. price to the last closing  : 
4.48 (9.06%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
4
 26,637
 0.37%
 
Increased Positions :
37
 263,022
 3.67%
 
Unchanged Positions :
38
 287,939
 4.01%
 
Decreased Positions :
47
-444,282
-6.19%
 
Closed Positions :
6
-22,277
-0.31%
 
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
   Intrua Financial LLC 120 *New 2023-03-31 16,882 $855,000 16,882
   MULTIFINANCIAL SECURITIES CORP 1652 *New 2024-03-31 8,358 $458,000 8,358
   New Perspectives Inc 27 *New 2024-03-31 4,175 $229,000 4,175
   CULBERTSON A N & CO INC 121 *New 2024-03-31 3,695 $202,000 3,695
   McIlrath & Eck LLC 389 *New 2024-03-31 485 $27,000 485
   GPS Wealth Strategies Group LLC 717 *New 2024-03-31 365 $20,000 365
   Financial Gravity Wealth Inc. 385 *New 2024-03-31 260 $14,000 260
   TD Waterhouse Canada Inc. 1423 *New 2024-03-31 113 $8,000 113
   FRG Family Wealth Advisors LLC 323 *New 2024-03-31 40 $2,000 40
   Opal Wealth Advisors LLC 300 *New 2024-03-31 17 $1,000 17

  10 Records found
  1    
  Page 1 of 1
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