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Get Institutions for : 
Wisdomtree Emerging Mkts Smallcap Div (DGS)  
$52.51 0.60 (1.16%) as of 4:30 Tue 6/18


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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  : 
3.03 (6.12%)  




 
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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 1734 *Closed 2024-03-31 0 $0 -345
   Ropes Wealth Advisors LLC 259 *Closed 2023-09-30 0 $0 -14,675
   Arete Wealth Advisors LLC 468 *Closed 2024-03-31 0 $0 -4,672
   Vontobel Holding Ltd. 1114 *Closed 2023-12-31 0 $0 -6,115
   Team Financial Group LLC 114 *Closed 2024-03-31 0 $0 -1,318
   Lee Financial CORP 409 *Closed 2024-03-31 0 $0 -2
   Beacon Pointe Advisors LLC 1331 *Closed 2024-03-31 0 $0 -6,003
   CWM LLC 4559 *Closed 2024-03-31 0 $0 -709
   CIBC WORLD MARKETS INC. 1246 *Closed 2024-03-31 0 $0 -9,017
   Rockbridge Investment Management LCC 542 *Closed 2024-03-31 0 $0 -3,621
   Total Clarity Wealth Management Inc. 280 *Closed 2024-03-31 0 $0 -20,221
   GoalVest Advisory LLC 469 *Closed 2024-03-31 0 $0 -50
   Resurgent Financial Advisors LLC 394 *Closed 2024-03-31 0 $0 -1,070
   Atria Wealth Solutions Inc. 2049 *Closed 2024-03-31 0 $0 -7,599
   MERCER GLOBAL ADVISORS INC /ADV 2135 *Closed 2024-03-31 0 $0 -5,642
   Perigon Wealth Management LLC 920 *Closed 2024-03-31 0 $0 -24,122
   BANK OF OKLAHOMA NATIONAL ASSOCIATION / 1286 *Closed 2024-03-31 0 $0 -790
  17 Records found
  1    
  Page 1 of 1
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