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Get Institutions for : 
WisdomTree Earnings 500 (EPS)  
$56.02 0.11 (0.2%) as of 4:30 Fri 5/17


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 106    3
Total shares held : 
 11,784,668  
% of shares held : 
 13.09%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -8  
Amount of shares held : 
 -15,592  
% of shares held change : 
   -0.02%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $45.63  
Last Quarter's Ending Price : 
 $50.12  
Last Quarter's Average Price : 
 $47.21  
Change from last quarter's     
avg. price to the last closing  : 
8.81 (18.66%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
7
 23,424
 0.2%
 
Increased Positions :
34
 549,719
 4.66%
 
Unchanged Positions :
26
 3,453,955
 29.31%
 
Decreased Positions :
39
-497,124
-4.22%
 
Closed Positions :
10
-91,611
-0.78%
 
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
   Private Wealth Strategies L.L.C. 2 - 2024-03-31 1,253,412 $69,439,000 -263,864
   Private Advisor Group LLC 51 - 2024-03-31 981,515 $54,376,000 -22,465
   MORGAN STANLEY 1755 - 2024-03-31 900,879 $49,909,000 -65,974
   Team Financial Group LLC 2 - 2024-03-31 404,983 $22,436,000 -5,376
   Kestra Advisory Services LLC 180 - 2024-03-31 300,965 $16,673,000 -17,813
   Financial Gravity Wealth Inc. 4 - 2024-03-31 256,305 $14,199,000 -2,786,243
   BANK OF AMERICA CORP /DE/ 2387 - 2024-03-31 201,152 $11,144,000 -5,101
   Relative Value Partners Group LLC 40 - 2024-03-31 154,812 $7,895,000 -311
   H D Vest Advisory Services 296 - 2024-03-31 95,030 $5,265,000 -237
   CREATIVE PLANNING 592 - 2024-03-31 94,182 $5,218,000 -2,198
   Advisory Alpha LLC 69 - 2024-03-31 85,295 $4,725,000 -3,529
   VISTA INVESTMENT MANAGEMENT 12 - 2024-03-31 78,734 $4,362,000 -372
   Advisor Group Holdings Inc. 1129 - 2024-03-31 78,239 $4,334,000 -214
   J P MORGAN CHASE & CO 2631 - 2024-03-31 66,128 $3,663,000 -51,088
   Prime Capital Investment Advisors LLC 244 - 2024-03-31 65,276 $3,616,000 -1,595
   Insight Advisors LLC/ PA 25 - 2024-03-31 56,884 $3,151,000 -24,862
   ENVESTNET ASSET MANAGEMENT INC 2299 - 2024-03-31 54,998 $3,047,000 -20,229
   BEACON FINANCIAL GROUP 80 - 2024-03-31 53,769 $2,979,000 -2,720
   ROCKLAND TRUST CO 88 - 2024-03-31 48,094 $2,664,000 -2,117
   LOWE BROCKENBROUGH & CO INC 112 - 2024-03-31 46,502 $2,576,000 -100
   KLR INVESTMENT ADVISORS LLC 10 - 2024-03-31 41,431 $2,212,000 -7,933
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1060 - 2024-03-31 27,626 $1,530,000 -13,489
   Patriot Financial Group Insurance Agency LLC 103 - 2024-03-31 26,385 $1,462,000 -2,168
   Betterment LLC 176 - 2024-03-31 25,781 $1,428,000 -579
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2260 - 2024-03-31 22,752 $1,260,000 -18,279
   Steward Partners Investment Advisory LLC 897 - 2024-03-31 13,184 $730,000 -115
   RAYMOND JAMES & ASSOCIATES 2825 - 2024-03-31 12,463 $690,000 -642
   STIFEL FINANCIAL CORP 2422 - 2024-03-31 12,258 $679,000 -155
   INSTITUTE FOR WEALTH MANAGEMENT, LLC. 253 - 2024-03-31 10,678 $592,000 -170
   MERCER GLOBAL ADVISORS INC /ADV 1188 - 2024-03-31 10,563 $585,000 -620
   CoreCap Advisors LLC 328 - 2023-12-31 11,459 $574,000 -158
   Melone Private Wealth LLC 40 - 2024-03-31 9,230 $511,000 -841
   AMERIPRISE FINANCIAL INC 3329 - 2024-03-31 9,176 $508,000 -1,514
   Redwood Financial Network Corp 83 - 2024-03-31 7,921 $439,000 -3,385
   CHARTER TRUST CO 197 - 2024-03-31 7,486 $415,000 -200
   Walkner Condon Financial Advisors LLC 194 - 2024-03-31 6,452 $357,000 -365
   Capital Group Private Client Services Inc. 246 - 2024-03-31 6,323 $350,000 -12
   MML INVESTORS SERVICES LLC 2103 - 2024-03-31 5,420 $300,000 -1,356
   Garrett Investment Advisors LLC 234 - 2024-03-31 4,390 $243,000 -187
   NBC SECURITIES INC. 865 - 2024-03-31 2,419 $134,000 -10,206
   CREATIVE FINANCIAL DESIGNS INC /ADV 506 - 2024-03-31 2,390 $132,000 -9
   SJS Investment Consulting Inc. 130 - 2024-03-31 1,726 $96,000 -20
   Smartleaf Asset Management LLC 783 - 2024-03-31 268 $13,000 -60,118
   Covestor Ltd 1787 - 2024-03-31 97 $5,000 -139
  44 Records found
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