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Get Institutions for : 
WisdomTree Trust International SmallCap Dividend Fund (DLS)  
$62.48 0.12 (0.19%) as of 4:30 Fri 4/19


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 200    2
Total shares held : 
 6,609,575  
% of shares held : 
 31.55%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -25  
Amount of shares held : 
 -719,501  
% of shares held change : 
   -3.43%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $56.66  
Last Quarter's Ending Price : 
 $63.85  
Last Quarter's Average Price : 
 $58.52  
Change from last quarter's     
avg. price to the last closing  : 
3.96 (6.77%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
9
 291,734
 4.41%
 
Increased Positions :
59
 374,016
 5.66%
 
Unchanged Positions :
50
 208,558
 3.16%
 
Decreased Positions :
82
-1,023,830
-15.49%
 
Closed Positions :
11
-361,421
-5.47%
 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   BANK OF AMERICA CORP /DE/ 1695 - 2024-03-31 413,092 $26,938,000 177,327
   MORGAN STANLEY 2758 - 2024-03-31 286,381 $18,675,000 31,753
   SHAKESPEARE WEALTH MANAGEMENT INC. 10 - 2024-03-31 248,527 $16,206,000 8,983
   BIP Wealth LLC 15 - 2024-03-31 186,813 $12,182,000 26,067
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 671 - 2024-03-31 136,819 $8,922,000 9,527
   LPL FINANCIAL CORP 1692 - 2024-03-31 84,453 $5,507,000 19,505
   ENVESTNET ASSET MANAGEMENT INC 1953 - 2024-03-31 78,219 $5,101,000 4,534
   Alpha Omega Wealth Management LLC 33 - 2024-03-31 73,912 $4,820,000 2,010
   Neumann Capital Management LLC 15 - 2024-03-31 70,389 $4,590,000 9,009
   CITADEL ADVISORS LLC 1801 - 2024-03-31 65,201 $4,252,000 45,787
   Atomi Financial Group Inc. 53 - 2024-03-31 63,539 $4,143,000 49,277
   Kestra Advisory Services LLC 595 - 2024-03-31 61,776 $4,028,000 7,087
   EMPIRICAL FINANCIAL SERVICES, LLC 121 - 2024-03-31 60,278 $3,931,000 912
   ATRIA INVESTMENTS LLC 508 - 2024-03-31 46,610 $3,039,000 1,563
   INVENIO WEALTH PARTNERS LLC 20 - 2024-03-31 44,099 $2,876,000 23,398
   Regency Capital Management Inc.DE 21 - 2024-03-31 44,002 $2,869,000 262
   Waterfront Wealth Inc. 35 - 2024-03-31 43,782 $2,789,000 4,614
   SMITHBRIDGE ASSET MANAGEMENT INC/DE 70 - 2024-03-31 32,145 $2,096,000 182
   Equitable Holdings Inc. 440 - 2024-03-31 31,040 $2,024,000 2,118
   Insight Advisors LLC/ PA 45 - 2024-03-31 30,836 $2,011,000 2,912
   HARBOUR INVESTMENTS INC. 250 - 2023-12-31 27,810 $1,776,000 835
   J P MORGAN CHASE & CO 3047 - 2024-03-31 26,944 $1,757,000 9,662
   KLR INVESTMENT ADVISORS LLC 13 - 2024-03-31 27,589 $1,741,000 1,633
   FFG RETIREMENT ADVISORS LLC 28 - 2024-03-31 24,802 $1,617,000 502
   Truadvice LLC 52 - 2023-09-30 24,396 $1,390,000 15,071
   Marathon Strategic Advisors LLC 9 - 2024-03-31 19,866 $1,295,000 394
   OLD MISSION CAPITAL LLC 365 - 2024-03-31 16,734 $1,091,000 1,580
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 984 - 2024-03-31 16,245 $1,059,000 368
   SILVER OAK SECURITIES Inc 147 - 2024-03-31 14,837 $968,000 249
   Cetera Investment Advisers 2114 - 2024-03-31 14,433 $941,000 9,898
   Bruce G. Allen Investments LLC 19 - 2024-03-31 13,993 $913,000 546
   Betterment LLC 222 - 2024-03-31 12,092 $789,000 465
   Spire Wealth Management 432 - 2024-03-31 11,553 $753,000 838
   CITIGROUP INC 2563 - 2024-03-31 10,120 $660,000 376
   My Legacy Advisors LLC 130 - 2023-12-31 10,150 $638,000 6,482
   NBC SECURITIES INC. 387 - 2024-03-31 9,001 $586,000 3,733
   Capital Analysts Inc. 302 - 2024-03-31 8,744 $570,000 961
   FINANCIAL NETWORK 1894 - 2024-03-31 8,073 $526,000 903
   FSA Advisors Inc. 61 - 2024-03-31 7,671 $500,000 2,057
   OHE FINANCIAL INC 175 - 2024-03-31 7,385 $482,000 139
   PARK AVENUE SECURITIES LLC 971 - 2024-03-31 7,267 $474,000 1,983
   RFG Advisory Group LLC 517 - 2024-03-31 7,111 $464,000 496
   DOrazio & Associates Inc. 89 - 2024-03-31 7,082 $462,000 49
   Bleakley Financial Group LLC 664 - 2024-03-31 6,410 $418,000 1,138
   INVESCO LTD 3328 - 2024-03-31 5,979 $390,000 89
   H D Vest Advisory Services 1182 - 2024-03-31 5,638 $368,000 5
   Chicago Partners Investment Group LLC 582 - 2024-03-31 4,508 $287,000 6
   Oxinas Partners Wealth Management LLC 102 - 2024-03-31 4,173 $272,000 650
   Signal Advisors Wealth LLC 245 - 2024-03-31 4,139 $270,000 54
   MARIPAU WEALTH MANAGEMENT LLC 104 - 2024-03-31 4,112 $268,000 278
   Claro Advisors LLC 353 - 2024-03-31 3,841 $250,000 13
   MODERA WEALTH MANAGEMENT, LLC 520 - 2024-03-31 3,618 $236,000 3,618
   Frazier Financial Advisors LLC 55 - 2024-03-31 3,320 $216,000 3
   O SHAUGHNESSY ASSET MANAGEMENT LLC 1571 - 2024-03-31 1,888 $123,000 832
   FMR LLC 3065 - 2024-03-31 1,748 $114,000 414
   Heritage Wealth Advisors 244 - 2024-03-31 3,469 $113,000 3,329
   CREATIVE FINANCIAL DESIGNS INC /ADV 545 - 2024-03-31 1,684 $110,000 799
   Aptus Capital Advisors LLC 798 - 2024-03-31 1,620 $106,000 1,616
   Nelson Van Denburg & Campbell Wealth Management Gr 1185 - 2024-03-31 895 $58,000 6
   PRINCIPAL SECURITIES INC. 1611 - 2024-03-31 682 $44,000 5
   Carmichael Hill & Associates Inc. 330 - 2024-03-31 584 $38,000 4
   MONTAG A & ASSOCIATES INC 660 - 2024-03-31 447 $29,000 3
   BDO Wealth Advisors LLC 669 - 2023-06-30 212 $13,000 4
   Covestor Ltd 1777 - 2024-03-31 80 $5,000 4
  64 Records found
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