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Get Institutions for : 
Wisdomtree Emerging Mkts Smallcap Div (DGS)  
$51.68 0.22 (0.43%) as of 4:30 Fri 6/14


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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  : 
2.20 (4.45%)  




 
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
   CREATIVE PLANNING 20 - 2024-03-31 23,129,168 $1,176,350,000 -9,697,925
   BANK OF AMERICA CORP /DE/ 1142 - 2024-03-31 1,272,383 $64,713,000 -17,885
   WELLS FARGO & CO/MN 1120 - 2024-03-31 389,100 $19,790,000 -22,994
   Financial Planning & Information Services Inc. 14 - 2024-03-31 388,337 $19,751,000 -11,847
   GREAT VALLEY ADVISOR GROUP INC. 61 - 2024-03-31 290,414 $14,770,000 -18,400
   EASTERN BANK 68 - 2024-03-31 274,857 $13,979,000 -119,499
   EisnerAmper Wealth Management Corporate Benefits L 7 - 2023-12-31 205,081 $10,238,000 -9,838
   Csenge Advisory Group 31 - 2024-03-31 199,642 $10,154,000 -3,554
   Checchi Capital Advisers LLC 34 - 2024-03-31 197,958 $10,068,000 -6,036
   AMERIPRISE FINANCIAL INC 1945 - 2024-03-31 155,408 $7,904,000 -3,272
   BAKER ELLIS ASSET MANAGEMENT LLC 28 - 2024-03-31 119,996 $6,103,000 -2,250
   Great Point Wealth Advisors LLC 21 - 2024-03-31 91,123 $4,635,000 -183,751
   BKM Wealth Management LLC 13 - 2024-03-31 75,758 $3,853,000 -8,748,890
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 944 - 2024-03-31 68,797 $3,499,000 -2,048
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 791 - 2024-03-31 62,162 $3,162,000 -1,153
   Private Advisor Group LLC 643 - 2024-03-31 57,815 $2,940,000 -4,549
   Sound Stewardship LLC 18 - 2024-03-31 57,118 $2,905,000 -4,925
   ROYAL BANK OF CANADA 2340 - 2024-03-31 50,742 $2,581,000 -3,961
   AlphaQ Advisors LLC 20 - 2024-03-31 47,261 $2,404,000 -4,638
   FAMILY WEALTH PARTNERS LLC 29 - 2024-03-31 30,450 $1,549,000 -2,160
   Advisor Group Holdings Inc. 1901 - 2024-03-31 30,075 $1,530,000 -169
   JOHNSON INVESTMENT COUNSEL INC 320 - 2024-03-31 28,818 $1,466,000 -40
   STIFEL FINANCIAL CORP 2023 - 2024-03-31 25,324 $1,288,000 -383
   PROVISE MANAGEMENT GROUP LLC 133 - 2024-03-31 25,037 $1,273,000 -591
   JANNEY MONTGOMERY SCOTT LLC 1409 - 2024-03-31 23,783 $1,210,000 -6,166
   COMMONWEALTH EQUITY SERVICES LLC. 2151 - 2024-03-31 21,771 $1,107,000 -2,838
   Evanson Asset Management LLC 105 - 2024-03-31 21,708 $1,104,000 -975
   AVAII WEALTH MANAGEMENT LLC 31 - 2024-03-31 21,032 $1,070,000 -1,384
   Smartleaf Asset Management LLC 100 - 2024-03-31 20,321 $1,010,000 -1,815
   Waterfront Wealth Inc. 110 - 2024-03-31 19,330 $978,000 -3,223
   TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 163 - 2024-03-31 18,985 $966,000 -3,052
   Kathleen S. Wright Associates Inc. 49 - 2024-03-31 18,391 $935,000 -1,579
   J P MORGAN CHASE & CO 3404 - 2024-03-31 18,352 $933,000 -8,936
   Buckingham Strategic Partners 254 - 2024-03-31 17,662 $898,000 -26,447
   Covenant Asset Management LLC 80 - 2024-03-31 16,277 $828,000 -245
   MULTIFINANCIAL SECURITIES CORP 1342 - 2024-03-31 14,267 $726,000 -3,423
   Cornerstone Wealth Management LLC 256 - 2024-03-31 13,949 $709,000 -66
   MODERA WEALTH MANAGEMENT, LLC 356 - 2024-03-31 13,453 $684,000 -506
   Sovereign Financial Group Inc. 122 - 2024-03-31 12,339 $628,000 -217
   My Legacy Advisors LLC 135 - 2023-12-31 12,712 $620,000 -373
   PARSEC FINANCIAL MANAGEMENT, INC. 189 - 2023-03-31 13,014 $596,000 -827
   BOSTON FAMILY OFFICE LLC 175 - 2024-03-31 11,590 $589,000 -12,743
   American Capital Advisory LLC 48 - 2024-03-31 12,872 $589,000 -2,584
   WATERSHED PRIVATE WEALTH LLC 70 - 2024-03-31 11,243 $572,000 -2,467
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 718 - 2024-03-31 10,338 $526,000 -38
   Hartland & Co. LLC 316 - 2024-03-31 9,232 $480,000 -6,930
   JFS WEALTH ADVISORS, LLC 162 - 2024-03-31 9,038 $460,000 -219
   Colorado Capital Management Inc. 66 - 2024-03-31 7,773 $395,000 -250
   RPG Investment Advisory LLC 74 - 2024-03-31 7,693 $391,000 -1,060
   True Wealth Design LLC 109 - 2024-03-31 7,335 $373,000 -16
   Chemistry Wealth Management LLC 115 - 2024-03-31 7,285 $371,000 -1,027
   KLR INVESTMENT ADVISORS LLC 110 - 2024-03-31 7,275 $363,000 -1,064
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1406 - 2023-09-30 7,391 $342,000 -80
   FF AdvisorsLLC 65 - 2024-03-31 6,718 $342,000 -198
   MIDLAND WEALTH ADVISORS LLC 160 - 2024-03-31 6,710 $341,000 -15,252
   Princeton Global Asset Management LLC 137 - 2024-03-31 5,990 $305,000 -1,809
   THOROUGHBRED FINANCIAL SERVICES LLC 375 - 2024-03-31 5,518 $280,000 -3,223
   CoreCap Advisors LLC 479 - 2023-12-31 5,537 $276,000 -89
   PFG Investments LLC 788 - 2024-03-31 5,198 $264,000 -10
   Trademark Financial Management LLC 72 - 2024-03-31 4,981 $253,000 -185
   Intercontinental Wealth Advisors LLC 290 - 2023-06-30 5,043 $235,000 -107
   H D Vest Advisory Services 1530 - 2024-03-31 3,954 $201,000 -528
   Tacita Capital Inc 90 - 2024-03-31 3,606 $183,000 -21,144
   Farther Finance Advisors LLC 769 - 2024-03-31 3,119 $158,000 -221
   QUADRANT CAPITAL GROUP LLC 836 - 2024-03-31 2,700 $137,000 -3,500
   US BANCORP 2201 - 2024-03-31 2,678 $136,000 -507
   COMERICA BANK 2962 - 2024-03-31 472 $24,000 -966
   O SHAUGHNESSY ASSET MANAGEMENT LLC 1751 - 2024-03-31 306 $16,000 -1,237
  68 Records found
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