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Get Institutions for : 
Wisdom Tree Trust Total Dividend Fund (DTD)  
$67.53 0.38 (0.57%) as of 4:30 Fri 4/19


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 169    7
Total shares held : 
 8,195,497  
% of shares held : 
 10.64%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -12  
Amount of shares held : 
 26,309  
% of shares held change : 
   0.03%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $59.59  
Last Quarter's Ending Price : 
 $65.38  
Last Quarter's Average Price : 
 $61.54  
Change from last quarter's     
avg. price to the last closing  : 
5.99 (9.73%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
6
 11,022
 0.13%
 
Increased Positions :
52
 417,119
 5.09%
 
Unchanged Positions :
54
 284,779
 3.47%
 
Decreased Positions :
57
-345,027
-4.21%
 
Closed Positions :
13
-56,805
-0.69%
 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   BANK OF AMERICA CORP /DE/ 743 - 2024-03-31 2,026,504 $143,314,000 -19,049
   WELLS FARGO & CO/MN 971 - 2024-03-31 373,121 $26,387,000 -2,759
   Connecticut Wealth Management LLC 23 - 2024-03-31 278,166 $19,672,000 -431
   HIGHTOWER ADVISORS, LLC 549 - 2024-03-31 217,472 $15,377,000 -5,324
   AMERIPRISE FINANCIAL INC 1785 - 2024-03-31 134,394 $9,506,000 -28,664
   Melone Private Wealth LLC 8 - 2024-03-31 115,023 $8,134,000 -1,271
   Kestra Advisory Services LLC 402 - 2024-03-31 102,416 $7,243,000 -3,482
   J P MORGAN CHASE & CO 2412 - 2024-03-31 76,755 $5,428,000 -4,445
   FFG RETIREMENT ADVISORS LLC 9 - 2024-03-31 65,142 $4,607,000 -19,670
   ENVESTNET ASSET MANAGEMENT INC 2083 - 2024-03-31 60,277 $4,263,000 -4,472
   Steward Partners Investment Advisory LLC 421 - 2024-03-31 47,568 $3,364,000 -468
   COMMONWEALTH EQUITY SERVICES LLC. 1468 - 2024-03-31 43,400 $3,069,000 -369
   GOLDMAN SACHS GROUP INC/ 2946 - 2024-03-31 39,934 $2,824,000 -5,316
   Brookstone Capital Management 314 - 2024-03-31 37,229 $2,633,000 -10,665
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 681 - 2023-09-30 40,057 $2,410,000 -139
   Certified Advisory Corp 85 - 2024-03-31 33,765 $2,388,000 -1,288
   ARVEST TRUST CO N A 79 - 2024-03-31 32,694 $2,312,000 -1,260
   ARVEST INVESTMENTS INC. 61 - 2024-03-31 31,597 $2,235,000 -4,998
   My Legacy Advisors LLC 32 - 2023-12-31 34,038 $2,221,000 -1,504
   True Wealth Design LLC 21 - 2024-03-31 30,247 $2,139,000 -767
   LCNB CORP 40 - 2024-03-31 25,646 $1,814,000 -600
   ATRIA INVESTMENTS LLC 663 - 2023-12-31 25,801 $1,687,000 -10,613
   MGO Private Wealth LLC 25 - 2024-03-31 20,292 $1,435,000 -1,733
   BSC PRIVATE WEALTH MANAGEMENT LLC 61 - 2024-03-31 19,947 $1,411,000 -527
   Sharper & Granite LLC 45 - 2024-03-31 20,205 $1,407,000 -930
   KLR INVESTMENT ADVISORS LLC 18 - 2024-03-31 20,528 $1,399,000 -3,430
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2193 - 2024-03-31 19,246 $1,361,000 -12,465
   Private Advisor Group LLC 1061 - 2024-03-31 17,293 $1,223,000 -3,836
   BLAIR WILLIAM & CO/IL 814 - 2024-03-31 16,724 $1,183,000 -2,541
   CAPTRUST FINANCIAL ADVISORS 1045 - 2024-03-31 16,429 $1,162,000 -225
   Sunbelt Securities Inc. 191 - 2024-03-31 13,094 $926,000 -4,355
   Claro Advisors LLC 145 - 2024-03-31 12,993 $919,000 -3,397
   MARINER WEALTH ADVISORS, LLC 1576 - 2024-03-31 12,724 $900,000 -51,451
   Kendall Capital Management 104 - 2024-03-31 12,080 $854,000 -1,000
   INSTITUTE FOR WEALTH MANAGEMENT, LLC. 193 - 2024-03-31 11,693 $827,000 -100
   Atria Wealth Solutions Inc. 1042 - 2024-03-31 10,495 $742,000 -6,015
   PANORAMIC INVESTMENT ADVISORS LLC 44 - 2024-03-31 10,345 $732,000 -52
   PARK AVENUE SECURITIES LLC 851 - 2024-03-31 8,951 $633,000 -359
   Goss Wealth Management LLC 1256 - 2024-03-31 7,973 $564,000 -2,389
   Alta Wealth Advisors LLC 75 - 2024-03-31 7,947 $562,000 -62
   Cetera Investment Advisers 1177 - 2024-03-31 7,507 $531,000 -7,180
   Team Financial Group LLC 20 - 2024-03-31 7,357 $520,000 -419
   MML INVESTORS SERVICES LLC 1766 - 2024-03-31 7,235 $512,000 -487
   JANNEY MONTGOMERY SCOTT LLC 1971 - 2024-03-31 7,244 $512,000 -72
   Sandy Cove Advisors LLC 72 - 2024-03-31 6,372 $451,000 -245
   BAKER TILLY FINANCIAL LLC 291 - 2024-03-31 5,866 $415,000 -1,350
   Integrated Wealth Concepts LLC 1158 - 2024-03-31 5,486 $388,000 -92
   Qube Research & Technologies Ltd 2286 - 2024-03-31 5,373 $380,000 -129
   PUTNAM FL INVESTMENT MANAGEMENT CO 379 - 2024-03-31 5,249 $371,000 -870
   Signal Advisors Wealth LLC 204 - 2024-03-31 5,214 $369,000 -733
   Rooted Wealth Advisors Inc. 61 - 2024-03-31 4,751 $332,000 -8,468
   ICA Group Wealth Management LLC 225 - 2024-03-31 4,441 $314,000 -348
   Laurel Wealth Advisors Inc. 509 - 2022-12-31 4,938 $299,000 -824
   Bridgewealth Advisory Group LLC 62 - 2024-03-31 3,512 $248,000 -2,631
   CoreCap Advisors LLC 508 - 2023-12-31 3,773 $247,000 -268
   Obsidian Personal Planning Solutions LLC 80 - 2024-03-31 3,449 $234,000 -1,260
   MIDLAND WEALTH ADVISORS LLC 180 - 2024-03-31 3,250 $230,000 -700
   MOSELEY INVESTMENT MANAGEMENT INC 133 - 2024-03-31 3,020 $214,000 -4,090
   Beacon Pointe Advisors LLC 1220 - 2024-03-31 3,000 $212,000 -2,860
   COMERICA BANK 2291 - 2024-03-31 2,849 $201,000 -52
   IFP Advisors Inc 1227 - 2023-12-31 1,511 $99,000 -1,030
   SANDY SPRING BANK 491 - 2024-03-31 1,170 $83,000 -309
   Smartleaf Asset Management LLC 1084 - 2024-03-31 55 $4,000 -18
  63 Records found
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