Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Wisdomtree Emerging Mkts Smallcap Div (DGS)  
$52.51 0.60 (1.16%) as of 4:30 Tue 6/18


Download
     
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  : 
3.03 (6.12%)  




 
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
   VICTORY CAPITAL MANAGEMENT INC 906 - 2024-03-31 284,323 $14,461,000 0
   YALE CAPITAL CORP 145 - 2024-03-31 50,057 $2,546,000 0
   VISTA INVESTMENT MANAGEMENT 44 - 2024-03-31 33,226 $1,690,000 0
   Biltmore Family Office LLC 88 - 2024-03-31 15,088 $767,000 0
   Deschutes Portfolio Strategy LLC 109 - 2024-03-31 11,518 $586,000 0
   BANK OF THE OZARKS 99 - 2024-03-31 9,895 $503,000 0
   PUTNAM FL INVESTMENT MANAGEMENT CO 355 - 2024-03-31 9,000 $458,000 0
   ALBION FINANCIAL GROUP /UT 153 - 2024-03-31 6,595 $335,000 0
   Wedmont Private Capital 458 - 2024-03-31 5,641 $292,000 0
   WHITTIER TRUST CO OF NEVADA INC 419 - 2024-03-31 5,681 $289,000 0
   Seed Wealth Management Inc. 97 - 2024-03-31 5,600 $285,000 0
   EVERGREEN CAPITAL MANAGEMENT LLC 660 - 2024-03-31 5,422 $276,000 0
   RAYMOND JAMES TRUST CO 1060 - 2024-03-31 5,047 $257,000 0
   Aspect Partners LLC 72 - 2024-03-31 3,364 $171,000 0
   GHP INVESTMENT ADVISORS INC 394 - 2024-03-31 3,200 $163,000 0
   BLAIR WILLIAM & CO/IL 1483 - 2024-03-31 2,342 $119,000 0
   HANSON INVESTMENT MANAGEMENT 239 - 2024-03-31 2,077 $106,000 0
   Legacy Bridge LLC 176 - 2024-03-31 1,500 $76,000 0
   MONTAG A & ASSOCIATES INC 588 - 2024-03-31 1,026 $52,000 0
   DUNCKER STREETT & CO INC 320 - 2024-03-31 874 $44,000 0
   ATLAS CAPITAL ADVISORS LLC 577 - 2024-03-31 651 $33,000 0
   Venturi Wealth Management LLC 650 - 2024-03-31 531 $27,000 0
   Capital Analysts Inc. 759 - 2024-03-31 535 $27,000 0
   Aspire Private Capital LLC 300 - 2024-03-31 472 $24,000 0
   ZRC WEALTH MANAGEMENT LLC 292 - 2024-03-31 410 $21,000 0
   WETZEL INVESTMENT ADVISORS INC. 426 - 2024-03-31 300 $15,000 0
   Pacifica Partners Inc. 332 - 2024-03-31 257 $13,000 0
   Sachetta LLC 371 - 2024-03-31 256 $13,000 0
   VALLEY NATIONAL ADVISERS INC 634 - 2024-03-31 212 $10,000 0
   HANSON MCCLAIN, INC. 2155 - 2024-03-31 148 $8,000 0
   Goss Wealth Management LLC 2935 - 2024-03-31 160 $8,000 0
   ANCORA ADVISORS, LLC 1316 - 2024-03-31 143 $7,000 0
   Koesten Hirschmann & Crabtree INC. 142 - 2024-03-31 131 $7,000 0
   TD CAPITAL MANAGEMENT LLC 334 - 2024-03-31 69 $4,000 0
   PRINCIPAL SECURITIES INC. 2645 - 2024-03-31 76 $4,000 0
   TUCKER ASSET MANAGEMENT LLC 727 - 2023-12-31 49 $2,000 0
   Aptus Capital Advisors LLC 1123 - 2024-03-31 36 $2,000 0
   Asset Dedication LLC 915 - 2024-03-31 13 $1,000 0
   PROEQUITIES INC. 5365 - 2024-03-31 0 $0 0
   Evergreen Private Wealth LLC 218 - 2024-03-31 1 $0 0

  40 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results