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Get Institutions for : 
WisdomTree LargeCap Value (EZY)  
$73.06 0.19 (0.25%) as of 4:30 Fri 6/7


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 56    9
Total shares held : 
 1,702,760  
% of shares held : 
 1.89%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   22  
Amount of shares held : 
 230,306  
% of shares held change : 
   0.26%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $68.54  
Last Quarter's Ending Price : 
 $75.60  
Last Quarter's Average Price : 
 $70.44  
Change from last quarter's     
avg. price to the last closing  : 
2.62 (3.73%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
11
 74,817
 4.39%
 
Increased Positions :
22
 226,065
 13.28%
 
Unchanged Positions :
14
 52,575
 3.09%
 
Decreased Positions :
9
-30,529
-1.79%
 
Closed Positions :
2
-40,047
-2.35%
 
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
   PEAPACK GLADSTONE FINANCIAL CORP 483 - 2024-03-31 6,620 $501,000 0
   Atlantic Trust Group LLC 990 - 2024-03-31 3,774 $284,000 0
   SMITH MOORE & CO. 381 - 2024-03-31 3,100 $234,000 0
   Concurrent Investment Advisors LLC 759 - 2024-03-31 2,948 $223,000 0
   Avalon Trust Co 149 - 2024-03-31 2,048 $155,000 0
   ANCORA ADVISORS, LLC 849 - 2024-03-31 850 $64,000 0
   Geneos Wealth Management Inc. 1003 - 2024-03-31 800 $60,000 0
   ICA Group Wealth Management LLC 603 - 2024-03-31 542 $41,000 0
   HARBOUR INVESTMENTS INC. 1611 - 2023-12-31 500 $34,000 0
   Householder Group Estate & Retirement Specialist L 726 - 2024-03-31 194 $15,000 0
   BLAIR WILLIAM & CO/IL 1702 - 2024-03-31 144 $11,000 0
   HM PAYSON & CO 834 - 2023-12-31 100 $7,000 0
   PROEQUITIES INC. 7647 - 2024-03-31 0 $0 0
  13 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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