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Get Institutions for : 
Wisdomtree Dynamic Currency Hedged Internl Equity Fund (DDWM)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 61    7
Total shares held : 
 5,566,122  
% of shares held : 
 10.6%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -10  
Amount of shares held : 
 -409,035  
% of shares held change : 
   -0.78%  
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 :
5
 38,275
 0.69%
 
Increased Positions :
19
 192,803
 3.46%
 
Unchanged Positions :
15
 344,424
 6.19%
 
Decreased Positions :
22
-406,596
-7.3%
 
Closed Positions :
12
-233,517
-4.2%
 
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
   LPL FINANCIAL CORP 713 - 2024-03-31 955,781 $32,688,000 -23,222
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 380 - 2024-03-31 877,919 $30,026,000 -503,426
   Fundamentun LLC 15 - 2024-03-31 495,460 $16,945,000 41,775
   EXCHANGE CAPITAL MANAGEMENT INC 6 - 2024-03-31 480,374 $16,429,000 3,503
   Steward Partners Investment Advisory LLC 151 *New 2024-03-31 394,121 $13,479,000 394,121
   Stratos Wealth Advisors LLC 30 *New 2024-03-31 320,898 $10,975,000 320,898
   AE Wealth Management LLC 212 - 2024-03-31 294,970 $10,088,000 9,701
   MULTIFINANCIAL SECURITIES CORP 319 - 2024-03-31 229,237 $7,840,000 8,319
   RAYMOND JAMES & ASSOCIATES 1342 - 2024-03-31 209,096 $7,151,000 6,851
   BANK OF AMERICA CORP /DE/ 2814 - 2024-03-31 181,180 $6,196,000 -2,211
   Frazier Financial Advisors LLC 5 - 2024-03-31 134,710 $4,607,000 -1,438
   FFG RETIREMENT ADVISORS LLC 11 - 2024-03-31 116,698 $3,991,000 2,425
   BMS Financial Advisors LLC 12 *New 2023-06-30 122,768 $3,837,000 122,768
   CITADEL ADVISORS LLC 1906 - 2024-03-31 108,840 $3,722,000 58,416
   COMMONWEALTH EQUITY SERVICES LLC. 1433 - 2024-03-31 94,986 $3,249,000 -3,482
   Tidemark LLC 12 - 2024-03-31 83,754 $2,864,000 79,525
   MORGAN STANLEY 4267 - 2024-03-31 78,941 $2,700,000 -945
   Occidental Asset Management LLC 67 - 2024-03-31 71,385 $2,441,000 1,875
   Rooted Wealth Advisors Inc. 22 - 2024-03-31 70,061 $2,372,000 -245
   CAPROCK Group Inc. 119 - 2024-03-31 63,417 $2,169,000 336
   ENVESTNET ASSET MANAGEMENT INC 2553 - 2024-03-31 58,810 $2,011,000 6,724
   Kestra Advisory Services LLC 890 - 2024-03-31 56,809 $1,943,000 -1,684
   Atomi Financial Group Inc. 115 - 2024-03-31 56,505 $1,933,000 0
   Harvest Investment Services LLC 40 - 2024-03-31 54,361 $1,859,000 -40
   Goss Wealth Management LLC 739 *New 2024-03-31 50,400 $1,724,000 50,400
   OLD MISSION CAPITAL LLC 270 - 2024-03-31 47,228 $1,615,000 47,228
   MOODY NATIONAL BANK TRUST DIVISION 118 - 2024-03-31 46,579 $1,593,000 0
   SAVANT CAPITAL MANAGEMENT INC 461 - 2024-03-31 39,859 $1,363,000 -770
   Lloyd Advisory Services LLC. 60 *New 2024-03-31 26,727 $1,286,000 26,727
   Geneos Wealth Management Inc. 321 - 2024-03-31 35,277 $1,206,000 -486
   1858 WEALTH MANAGEMENT LLC 24 - 2024-03-31 36,717 $1,182,000 0
   J P MORGAN CHASE & CO 3429 - 2024-03-31 26,260 $898,000 16,249
   UBS Group AG 3633 - 2024-03-31 25,417 $869,000 661
   COLONY GROUP, LLC 655 - 2024-03-31 21,183 $724,000 -743
   COLONY GROUP LLC 491 - 2023-09-30 22,439 $683,000 -2,418
   HF Advisory Group LLC 94 - 2024-03-31 19,134 $654,000 2,931
   NBC SECURITIES INC. 380 - 2024-03-31 17,609 $612,000 6,734
   Claro Advisors LLC 203 - 2024-03-31 17,817 $609,000 738
   Private Advisor Group LLC 1520 - 2024-03-31 14,442 $494,000 -1,339
   American Money Management LLC 99 - 2024-03-31 13,312 $455,000 -261
   Signal Advisors Wealth LLC 200 - 2024-03-31 11,041 $378,000 4,337
   WESCAP Management Group Inc. 81 - 2024-03-31 10,946 $374,000 0
   Truadvice LLC 153 *New 2023-09-30 12,231 $372,000 12,231
   Apeiron RIA LLC 147 - 2024-03-31 10,596 $362,000 0
   BEACON FINANCIAL GROUP 251 - 2024-03-31 10,162 $348,000 -115
   MODERA WEALTH MANAGEMENT, LLC 460 - 2024-03-31 9,832 $336,000 0
   Stratos Wealth Partners LTD. 1065 - 2024-03-31 9,168 $314,000 -2,420
   Aspire Wealth Management Corp 79 - 2024-03-31 8,674 $297,000 0
   MIDLAND WEALTH ADVISORS LLC 169 - 2024-03-31 8,546 $292,000 -19,050
   MARIPAU WEALTH MANAGEMENT LLC 106 - 2024-03-31 7,781 $266,000 7,781
   AMERIPRISE FINANCIAL INC 3553 - 2024-03-31 7,200 $246,000 0
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2862 - 2024-03-31 6,907 $236,000 -4,606
   S.C. Financial Services Inc. 97 *New 2022-12-31 8,023 $235,000 8,023
   Obsidian Personal Planning Solutions LLC 85 - 2024-03-31 6,713 $227,000 396
   GREAT VALLEY ADVISOR GROUP INC. 678 *New 2024-03-31 6,521 $223,000 6,521
   MCCORMACK ADVISORS INTERNATIONAL 1024 - 2024-03-31 5,896 $202,000 5,896
   ROYAL BANK OF CANADA 4454 - 2024-03-31 3,823 $131,000 -1,493
   Advisor Group Holdings Inc. 4034 - 2024-03-31 3,715 $127,000 2,139
   O SHAUGHNESSY ASSET MANAGEMENT LLC 1588 - 2024-03-31 3,190 $109,000 181
   BELLEVUE ASSET MANAGEMENT LLC 176 - 2024-03-31 1,105 $38,000 0
   PRINCIPAL SECURITIES INC. 1811 - 2024-03-31 853 $29,000 41
   CREATIVE FINANCIAL DESIGNS INC /ADV 1071 - 2024-03-31 386 $13,000 0
   Farther Finance Advisors LLC 2228 - 2024-03-31 104 $4,000 0
   HARBOUR INVESTMENTS INC. 2532 *New 2023-12-31 100 $3,000 100
   Smartleaf Asset Management LLC 1133 - 2024-03-31 100 $3,000 3
   FMR LLC 4481 - 2024-03-31 74 $3,000 -271
   Kure Advisory LLC 51 *Closed 2024-03-31 0 $0 -7,420
   ADVISORY SERVICES NETWORK, LLC 2021 *Closed 2024-03-31 0 $0 -100
   V Wealth ManagementLLC 190 *Closed 2023-09-30 0 $0 -10,728
   PROEQUITIES INC. 4965 - 2024-03-31 0 $0 0
   WELLS FARGO & CO/MN 6263 - 2024-03-31 1 $0 -492
   ATRIA INVESTMENTS LLC 923 *Closed 2023-12-31 0 $0 -39,862
   Envestnet Portfolio Solutions Inc. 1633 *Closed 2024-03-31 0 $0 -7,793
   JANE STREET GROUP LLC 5679 *Closed 2024-03-31 0 $0 -31,085
   Equitable Holdings Inc. 1185 *Closed 2024-03-31 0 $0 -7,193
   Atria Wealth Solutions Inc. 2029 *Closed 2024-03-31 0 $0 -7,793
   IFP Advisors Inc 3338 *Closed 2023-12-31 0 $0 -100
  77 Records found
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