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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
   LPL FINANCIAL CORP 588 - 2024-03-31 788,591 $43,215,000 853
   SHAKESPEARE WEALTH MANAGEMENT INC. 5 - 2024-03-31 438,004 $24,003,000 12,902
   Legacy Financial Advisors Inc. 3 - 2024-03-31 397,313 $21,773,000 30,721
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 309 - 2024-03-31 384,947 $21,095,000 20,986
   BANK OF AMERICA CORP /DE/ 2029 - 2024-03-31 323,610 $17,734,000 8,586
   WELLS FARGO & CO/MN 1276 - 2024-03-31 275,298 $15,086,000 570
   MISSION WEALTH MANAGEMENT LLC 101 - 2024-03-31 92,492 $5,069,000 608
   CITADEL ADVISORS LLC 1694 - 2024-03-31 90,485 $4,959,000 1,878
   DB Wealth Management Group LLC 7 - 2023-12-31 92,035 $4,833,000 270
   JANE STREET GROUP LLC 1398 - 2024-03-31 80,454 $4,409,000 51,441
   Advisor Group Holdings Inc. 1173 - 2024-03-31 75,082 $4,115,000 1,417
   NATIONAL ASSET MANAGEMENT, INC. 223 - 2024-03-31 66,687 $3,224,000 15,204
   CFG ASSET MANAGEMENT LLC 98 - 2024-03-31 58,325 $3,196,000 14,395
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1396 - 2024-03-31 52,341 $2,868,000 12,640
   Smallwood Wealth Investment Management LLC 13 - 2024-03-31 47,854 $2,622,000 923
   CIBC WORLD MARKETS INC. 547 - 2024-03-31 44,099 $2,417,000 819
   Cetera Investment Advisers 1521 - 2024-03-31 37,196 $2,038,000 17,019
   Key Financial Inc 41 - 2024-03-31 36,813 $2,017,000 1,431
   FLOW TRADERS U.S. LLC 181 - 2024-03-31 35,419 $1,941,000 15,414
   Advisor OS LLC 97 - 2024-03-31 29,793 $1,633,000 4,456
   Merit Financial Group LLC 320 - 2024-03-31 26,947 $1,469,000 229
   DAVENPORT & CO LLC 579 - 2024-03-31 20,159 $1,105,000 199
   OARSMAN CAPITAL, INC. 83 - 2024-03-31 19,875 $1,089,000 654
   Geneos Wealth Management Inc. 335 - 2024-03-31 19,800 $1,085,000 3,103
   STIFEL FINANCIAL CORP 2209 - 2024-03-31 17,078 $936,000 79
   McLean Asset Management Corp 44 - 2024-03-31 15,927 $871,000 34
   Stratos Wealth Advisors LLC 362 - 2024-03-31 14,982 $821,000 2,255
   IHT Wealth Management LLC 499 - 2024-03-31 13,919 $763,000 1,029
   COMMONWEALTH EQUITY SERVICES LLC. 2465 - 2024-03-31 13,271 $727,000 106
   KMG FIDUCIARY PARTNERS LLC 167 - 2024-03-31 11,011 $603,000 60
   FINANCIAL NETWORK 1916 - 2024-03-31 9,284 $509,000 135
   Pinnacle Financial Group LLC / IL 49 - 2024-03-31 7,513 $412,000 3
   REGIMEN WEALTH LLC 49 - 2024-03-31 5,358 $294,000 179
   NBC SECURITIES INC. 770 - 2024-03-31 3,451 $189,000 52
   ICA Group Wealth Management LLC 436 - 2024-03-31 1,565 $86,000 211
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2102 - 2024-03-31 804 $44,000 224
   FMR LLC 3739 - 2024-03-31 480 $26,000 256
   BANK OF MONTREAL /CAN/ 3230 - 2024-03-31 164 $9,000 146

  38 Records found
  1    
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