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Get Institutions for : 
WisdomTree World ex-US Growth (DNL)  
$39.12 0.27 (0.69%) as of 4:30 Tue 6/11


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 95    7
Total shares held : 
12,653,002  
% of shares held : 
14.06%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -12  
Amount of shares held : 
-586,244  
% of shares held change : 
  -0.65%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$36.44  
Last Quarter's Ending Price : 
$38.89  
Last Quarter's Average Price
$37.34  
Change from last quarter's     
avg. price to the last closing  : 
1.78 (4.77%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
8
 100,215
 0.79%
 
Increased Positions :
33
 592,467
 4.68%
 
Unchanged Positions :
16
 133,048
 1.05%
 
Decreased Positions :
38
-727,187
-5.75%
 
Closed Positions :
15
-551,739
-4.36%
 
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
   UBS Group AG 941 - 2024-03-31 859,250 $33,416,000 93,299
   CWM LLC 145 - 2024-03-31 764,645 $29,737,000 61,594
   Private Advisor Group LLC 106 - 2024-03-31 656,191 $25,519,000 23,090
   LPL FINANCIAL CORP 880 - 2024-03-31 592,852 $23,056,000 17,083
   Legacy Financial Advisors Inc. 4 - 2024-03-31 499,382 $19,421,000 58,372
   Key Financial Inc 3 - 2024-03-31 404,353 $15,725,000 13,078
   360 Financial Inc. 3 - 2024-03-31 403,922 $15,709,000 11,982
   Cedrus LLC 6 - 2024-03-31 176,216 $6,853,000 15,233
   Equitable Holdings Inc. 195 - 2024-03-31 173,563 $6,750,000 16,389
   QUANTITATIVE ADVANTAGE LLC 35 - 2023-03-31 171,660 $6,089,000 10,293
   Baird Financial Group Inc. 636 - 2024-03-31 141,235 $5,493,000 30,138
   SENTINEL PENSION ADVISORS INC 20 - 2024-03-31 118,337 $4,602,000 39,735
   FINANCIAL NETWORK 679 - 2024-03-31 113,059 $4,397,000 4,679
   FLOW TRADERS U.S. LLC 81 - 2024-03-31 101,734 $3,956,000 95,911
   OLD MISSION CAPITAL LLC 138 - 2024-03-31 99,650 $3,875,000 59,627
   Ameritas Advisory Services LLC 132 - 2024-03-31 96,737 $3,760,000 42,623
   LEVEL FOUR ADVISORY SERVICES LLC 167 - 2024-03-31 72,564 $2,684,000 1,302
   Envestnet Portfolio Solutions Inc. 552 - 2024-03-31 67,651 $2,631,000 12,490
   Vertex Planning Partners LLC 24 - 2024-03-31 64,212 $2,497,000 11,558
   IHT Wealth Management LLC 227 - 2024-03-31 58,892 $2,290,000 588
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 696 - 2023-09-30 67,813 $2,268,000 751
   Financial Strategies Group Inc. 36 - 2024-03-31 37,921 $1,481,000 243
   TECTONIC ADVISORS LLC 125 - 2024-03-31 30,703 $1,194,000 130
   Howard Wealth Management LLC 29 - 2024-03-31 26,390 $1,026,000 73
   Stratos Wealth Partners LTD. 638 - 2024-03-31 25,494 $991,000 2,071
   TFG Advisers LLC 86 - 2024-03-31 20,565 $800,000 1,633
   Advisor Group Holdings Inc. 2634 - 2024-03-31 18,278 $711,000 8,602
   MULTIFINANCIAL SECURITIES CORP 1369 - 2024-03-31 18,205 $708,000 4,710
   DRIVE WEALTH MANAGEMENT LLC 132 - 2024-03-31 12,742 $496,000 1,564
   CHERRYDALE WEALTH MANAGEMENT LLC 37 - 2024-03-31 9,983 $388,000 42
   Ruggaard & Associates LLC 84 - 2024-03-31 8,880 $345,000 1,839
   Steward Partners Investment Advisory LLC 1302 - 2024-03-31 6,975 $271,000 275
   COMERICA BANK 2324 - 2024-03-31 4,820 $187,000 85
   PRINCIPAL SECURITIES INC. 1285 - 2024-03-31 2,475 $96,000 816
   Element Wealth LLC 181 - 2024-03-31 1,166 $45,000 477
   Goss Wealth Management LLC 2340 - 2024-03-31 1,139 $44,000 714
   Nelson Van Denburg & Campbell Wealth Management Gr 1334 - 2024-03-31 1,065 $38,000 965

  37 Records found
  1    
  Page 1 of 1
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