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Get Institutions for : 
Wisdomtree Emerging Mkts Smallcap Div (DGS)  
$51.68 0.22 (0.43%) as of 4:30 Fri 6/14


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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  : 
2.20 (4.45%)  




 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   JANE STREET GROUP LLC 152 - 2024-03-31 1,457,177 $74,112,000 1,457,177
   Unison Advisors LLC 8 - 2024-03-31 1,126,926 $57,315,000 18,684
   HPM Partners LLC 186 - 2024-03-31 778,462 $39,592,000 5,160
   MORGAN STANLEY 2135 - 2024-03-31 657,705 $33,451,000 23,840
   HIGHTOWER ADVISORS, LLC 384 - 2024-03-31 562,589 $28,600,000 36,411
   LPL FINANCIAL CORP 829 - 2024-03-31 502,575 $25,561,000 41,036
   NATIONAL BANK OF CANADA /FI/ 324 - 2024-03-31 404,556 $20,972,000 7,866
   BOSTON FINANCIAL MANGEMENT INC /MA 50 - 2024-03-31 370,016 $18,819,000 7,285
   OLD MISSION CAPITAL LLC 37 - 2024-03-31 324,832 $16,521,000 297,541
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 332 - 2024-03-31 308,530 $15,692,000 18,306
   ENVESTNET ASSET MANAGEMENT INC 1264 - 2024-03-31 299,208 $15,218,000 10,154
   HENGEHOLD CAPITAL MANAGEMENT LLC 14 - 2024-03-31 286,253 $14,559,000 849
   BIP Wealth LLC 14 - 2024-03-31 255,198 $12,979,000 5,622
   McMahon Financial Advisors LLC 11 - 2024-03-31 234,397 $11,921,000 313
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 738 - 2024-03-31 224,139 $11,400,000 23,386
   Relative Value Partners Group LLC 31 - 2024-03-31 215,587 $10,428,000 3,283
   UBS Group AG 1582 - 2024-03-31 203,285 $10,339,000 245
   EFFICIENT ADVISORS, LLC 32 - 2024-03-31 202,757 $10,312,000 1,086
   Tortoise Investment Management LLC 26 - 2024-03-31 188,505 $9,587,000 21,884
   Neumann Capital Management LLC 10 - 2024-03-31 171,211 $8,708,000 4,623
   FIFTH THIRD BANCORP 257 - 2024-03-31 166,154 $8,451,000 14,489
   PARK AVENUE SECURITIES LLC 139 - 2024-03-31 159,214 $8,098,000 12,295
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 745 - 2024-03-31 155,609 $7,914,000 140,293
   CITADEL ADVISORS LLC 1400 - 2024-03-31 149,899 $7,624,000 140,446
   Rockefeller Capital Management L.P. 613 - 2024-03-31 128,707 $6,546,000 826
   Laurel Wealth Planning LLC 9 - 2024-03-31 125,238 $6,370,000 11,788
   PORTLAND GLOBAL ADVISORS LLC 35 - 2024-03-31 115,135 $5,856,000 8,974
   Shore Point Advisors LLC 9 - 2024-03-31 114,353 $5,816,000 2,888
   Steward Partners Investment Advisory LLC 317 - 2024-03-31 107,341 $5,459,000 1,819
   Qube Research & Technologies Ltd 1056 - 2024-03-31 97,122 $4,940,000 78,213
   OConnor Financial Group LLC 16 - 2024-03-31 93,184 $4,739,000 22,968
   Baird Financial Group Inc. 721 - 2024-03-31 81,413 $4,141,000 1,058
   SMITH MOORE & CO. 53 - 2024-03-31 76,781 $3,905,000 798
   Cetera Investment Advisers 1185 - 2024-03-31 68,334 $3,475,000 49,169
   RENAISSANCE TECHNOLOGIES LLC 1727 - 2024-03-31 62,800 $3,194,000 32,800
   INVENIO WEALTH PARTNERS LLC 19 - 2024-03-31 61,101 $3,108,000 33,501
   Nicholas Hoffman & Company LLC. 52 - 2024-03-31 49,141 $2,499,000 2,420
   Alpha Omega Wealth Management LLC 77 - 2024-03-31 48,678 $2,476,000 909
   PINNACLE ASSOCIATES LTD 342 - 2024-03-31 48,513 $2,467,000 423
   CUSTOM INDEX SYSTEMS LLC 13 - 2024-03-31 48,048 $2,444,000 17,182
   ATRIA INVESTMENTS LLC 582 - 2024-03-31 47,409 $2,411,000 3,459
   WESCAP Management Group Inc. 32 - 2024-03-31 43,403 $2,207,000 188
   Addison Advisors LLC 34 - 2024-03-31 43,151 $2,195,000 4,049
   Kestra Advisory Services LLC 859 - 2024-03-31 40,588 $2,064,000 158
   Global Retirement Partners LLC 237 - 2024-03-31 39,387 $2,003,000 3,500
   Sterling Financial Planning Inc. 36 - 2024-03-31 38,085 $1,937,000 1,066
   EMPIRICAL FINANCIAL SERVICES, LLC 182 - 2024-03-31 36,917 $1,878,000 558
   FINANCIAL NETWORK 1059 - 2024-03-31 36,804 $1,872,000 57
   WHITTIER TRUST CO 277 - 2024-03-31 35,480 $1,804,000 447
   FFG RETIREMENT ADVISORS LLC 30 - 2024-03-31 31,093 $1,581,000 910
   Stratos Wealth Partners LTD. 497 - 2024-03-31 30,435 $1,548,000 424
   Insight Advisors LLC/ PA 60 - 2024-03-31 30,219 $1,537,000 4,303
   RAYMOND JAMES & ASSOCIATES 2379 - 2024-03-31 26,922 $1,369,000 3,548
   Marathon Strategic Advisors LLC 8 - 2024-03-31 26,120 $1,328,000 538
   Moser Wealth Advisors LLC 35 - 2024-03-31 25,313 $1,287,000 2,751
   Occidental Asset Management LLC 100 - 2024-03-31 23,479 $1,194,000 668
   MML INVESTORS SERVICES LLC 1326 - 2024-03-31 22,743 $1,157,000 4,155
   Betterment LLC 192 - 2024-03-31 21,565 $1,097,000 849
   Farmers & Merchants Trust Co of Chambersburg PA 71 - 2024-03-31 17,417 $886,000 17,417
   CI Private Wealth LLC 1360 - 2024-03-31 16,627 $846,000 1,095
   CHOATE INVESTMENT ADVISORS 233 - 2024-03-31 14,181 $721,000 81
   BANK OF MONTREAL /CAN/ 1894 - 2024-03-31 12,885 $656,000 10,141
   Columbus Macro LLC 126 - 2024-03-31 12,628 $642,000 34
   MARINER WEALTH ADVISORS, LLC 1918 - 2024-03-31 11,319 $576,000 99
   LEAVELL T & ASSOCIATES INC 340 - 2024-03-31 10,485 $533,000 395
   NBC SECURITIES INC. 430 - 2024-03-31 9,895 $513,000 4,209
   Resources Investment Advisors Inc. 742 - 2024-03-31 9,673 $492,000 337
   DAVENPORT & CO LLC 796 - 2024-03-31 9,598 $488,000 135
   NWAM LLC 350 - 2024-03-31 8,603 $447,000 203
   Moran Wealth Management LLC 333 - 2024-03-31 8,740 $445,000 2,111
   EXCHANGE CAPITAL MANAGEMENT INC 157 - 2024-03-31 7,507 $382,000 2,923
   Fairman Group LLC 34 - 2024-03-31 6,246 $318,000 6
   Meridian Financial Partners LLC 33 - 2024-03-31 6,097 $302,000 214
   RFG Advisory Group LLC 622 - 2024-03-31 5,434 $276,000 500
   Berger Financial Group Inc 308 - 2024-03-31 5,071 $258,000 2
   Tidemark LLC 105 - 2024-03-31 4,924 $250,000 17
   Claro Advisors LLC 361 - 2024-03-31 4,681 $238,000 26
   Ameritas Advisory Services LLC 794 - 2024-03-31 4,461 $227,000 4,461
   HB Wealth Management LLC 766 - 2024-03-31 4,277 $218,000 3
   FMR LLC 2845 - 2024-03-31 4,169 $212,000 2,318
   IFP Advisors Inc 1189 - 2023-12-31 2,147 $107,000 526
   CREATIVE FINANCIAL DESIGNS INC /ADV 565 - 2024-03-31 1,989 $101,000 300
   HARBOUR INVESTMENTS INC. 1350 - 2023-12-31 1,269 $63,000 695
   PNC FINANCIAL SERVICES GROUP INC 2955 - 2024-03-31 1,070 $54,000 115
   Hexagon Capital Partners LLC 853 - 2024-03-31 200 $10,000 95
   Covestor Ltd 1844 - 2024-03-31 32 $2,000 6
  86 Records found
  1    
  Page 1 of 1
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