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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
$47.68  
Last Quarter's Ending Price : 
$52.51  
Last Quarter's Average Price
$49.37  
Change from last quarter's     
avg. price to the last closing  : 
4.48 (9.06%)  




 
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: 
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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   AE Wealth Management LLC 1195 *Closed 2024-03-31 0 $0 -59,269
   Consolidated Portfolio Review Corp 275 *Closed 2024-03-31 0 $0 -5,731
   M HOLDINGS SECURITIES, INC. 131 *Closed 2024-03-31 0 $0 -401,747
   TSFG LLC 779 *Closed 2024-03-31 0 $0 -180
   ADVISORY SERVICES NETWORK, LLC 2526 *Closed 2024-03-31 0 $0 -3,571
   GOLDMAN SACHS GROUP INC/ 4685 *Closed 2024-03-31 0 $0 -6,370
   Thrive Capital Management LLC 125 *Closed 2024-03-31 0 $0 -58,521
   Cape Investment Advisory Inc. 1072 *Closed 2023-12-31 0 $0 -260
   CULLEN CAPITAL MANAGEMENT LLC 206 *Closed 2024-03-31 0 $0 -18,600
   FLAGSHIP HARBOR ADVISORS LLC 688 *Closed 2024-03-31 0 $0 -46,713
   Ford Financial Group Inc. 34 *Closed 2023-03-31 0 $0 -30,150
   UBS Group AG 8454 *Closed 2024-03-31 0 $0 -240,819

  12 Records found
  1    
  Page 1 of 1
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