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Get Institutions for : 
WisdomTree World ex-US Growth (DNL)  
$39.15 0.05 (0.12%) as of 4:30 Fri 5/31


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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 : 
 $33.15  
Last Quarter's Ending Price : 
 $36.99  
Last Quarter's Average Price : 
 $34.42  
Change from last quarter's     
avg. price to the last closing  : 
4.73 (13.74%)  




 
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: 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
   IEQ CAPITAL LLC 251 - 2024-03-31 76,836 $2,988,000 0
   NewEdge Wealth LLC 275 - 2024-03-31 69,876 $2,650,000 0
   Argent Trust Co 380 - 2024-03-31 16,560 $644,000 0
   Lion Street Advisors LLC 114 - 2024-03-31 12,928 $478,000 0
   US BANCORP 1565 - 2024-03-31 11,420 $444,000 0
   Raab & Moskowitz Asset Management LLC 133 - 2024-03-31 10,240 $398,000 0
   CI Private Wealth LLC 1927 - 2024-03-31 7,064 $275,000 0
   Integrys Wealth Advisors LLC 134 - 2024-03-31 5,864 $228,000 0
   OneAscent Financial Services LLC 334 - 2024-03-31 5,790 $225,000 0
   AdvisorNet Financial Inc 504 - 2024-03-31 4,400 $171,000 0
   HANSON MCCLAIN, INC. 832 - 2024-03-31 4,284 $167,000 0
   FinTrust Capital Advisors LLC 383 - 2024-03-31 2,509 $98,000 0
   FIRST COMMUNITY TRUST NA 117 - 2024-03-31 2,000 $78,000 0
   IFP Advisors Inc 1475 - 2023-12-31 1,500 $55,000 0
   Front Row Advisors LLC 453 - 2024-03-31 440 $17,000 0
   Northwest Financial Advisors 487 - 2024-03-31 292 $11,000 0
   Harel Insurance Investments & Financial Services L - 2024-03-31 290 $11,000 0
   OPTIMUM INVESTMENT ADVISORS 558 - 2024-03-31 148 $6,000 0
   PROEQUITIES INC. 1854 - 2024-03-31 120 $5,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV 1327 - 2024-03-31 115 $4,000 0
   HARBOUR INVESTMENTS INC. 2678 - 2023-12-31 59 $2,000 0
   Capital Investment Advisory Services LLC 917 - 2024-03-31 20 $1,000 0
  22 Records found
  1    
  Page 1 of 1
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