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Get Institutions for : 
WisdomTree Trust DIEFA Fund (DWM)  
$53.85 0.19 (0.34%) as of 4:30 Wed 4/24


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 126    2
Total shares held : 
 7,176,065  
% of shares held : 
 59.8%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -12  
Amount of shares held : 
 -176,900  
% of shares held change : 
   -1.47%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
4
 26,637
 0.37%
 
Increased Positions :
37
 263,022
 3.67%
 
Unchanged Positions :
38
 287,939
 4.01%
 
Decreased Positions :
47
-444,282
-6.19%
 
Closed Positions :
6
-22,277
-0.31%
 
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
   MORGAN STANLEY 1641 - 2024-03-31 1,030,114 $56,450,000 -28,108
   VALMARK ADVISERS INC 76 - 2024-03-31 121,348 $6,650,000 -1,583
   ENVESTNET ASSET MANAGEMENT INC 2032 - 2024-03-31 83,890 $4,597,000 -329
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1175 - 2024-03-31 83,332 $4,567,000 -1,862
   JFS WEALTH ADVISORS, LLC 50 - 2024-03-31 79,268 $4,344,000 -3,015
   Tobias Financial Advisors Inc. 26 - 2024-03-31 68,897 $3,776,000 -5,313
   HBK SORCE ADVISORY LLC 79 - 2024-03-31 66,493 $3,644,000 -13,644
   RAYMOND JAMES & ASSOCIATES 1893 - 2024-03-31 55,259 $3,028,000 -5,041
   SEI INVESTMENTS CO 1474 - 2024-03-31 50,021 $2,741,000 -3,115
   OLD MISSION CAPITAL LLC 205 - 2024-03-31 44,694 $2,449,000 -3,424
   Pinnacle Wealth Planning Services Inc. 56 - 2024-03-31 34,090 $1,868,000 -3,832
   Octavia Wealth Advisors LLC 54 - 2024-03-31 27,017 $1,481,000 -457,834
   PLIMOTH TRUST CO LLC 76 - 2024-03-31 25,304 $1,387,000 -435
   COMERICA BANK 1400 - 2024-03-31 23,413 $1,283,000 -30
   Perennial Investment Advisors LLC 91 - 2024-03-31 22,516 $1,234,000 -1,190
   ROYAL BANK OF CANADA 2881 - 2024-03-31 21,015 $1,152,000 -6,836
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1625 - 2024-03-31 20,879 $1,144,000 -224
   BEACON FINANCIAL GROUP 155 - 2024-03-31 18,253 $1,000,000 -1,764
   MARINER WEALTH ADVISORS, LLC 1503 - 2024-03-31 17,915 $982,000 -444
   Frazier Financial Advisors LLC 16 - 2024-03-31 17,861 $979,000 -548
   J P MORGAN CHASE & CO 3384 - 2024-03-31 17,692 $970,000 -3,118
   PROVISE MANAGEMENT GROUP LLC 153 - 2024-03-31 15,859 $869,000 -4,259
   HIGHTOWER ADVISORS, LLC 1907 - 2024-03-31 14,780 $809,000 -9,432
   Falcon Wealth Planning 60 - 2024-03-31 14,429 $791,000 -557
   Private Advisor Group LLC 1482 - 2024-03-31 9,560 $524,000 -656
   Steward Partners Investment Advisory LLC 1043 - 2024-03-31 9,335 $512,000 -26
   Gladstone Institutional Advisory LLC 459 - 2024-03-31 7,564 $414,000 -726
   TRUST CO OF VIRGINIA /VA 162 - 2024-03-31 6,067 $332,000 -216
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1466 - 2023-09-30 6,327 $306,000 -66
   Rockbridge Investment Management LCC 99 - 2024-03-31 5,483 $300,000 -104
   SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 144 - 2024-03-31 5,299 $290,000 -339
   McNamara Financial Services Inc. 63 - 2024-03-31 5,010 $275,000 -5
   Benedetti & Gucer Inc. 119 - 2024-03-31 4,755 $260,000 -292
   SENTINEL PENSION ADVISORS INC 92 - 2024-03-31 4,327 $237,000 -78
   Well Done LLC 175 - 2024-03-31 4,112 $225,000 -7
   IFP Advisors Inc 2236 - 2023-12-31 148 $8,000 -126
   BLAIR WILLIAM & CO/IL 1725 - 2024-03-31 120 $7,000 -9
   Strategic Investment Solutions Inc. /IL 474 - 2023-12-31 125 $7,000 -7,750
  38 Records found
  1    
  Page 1 of 1
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