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Get Institutions for : 
WisdomTree Emerging Markets Equity Incme (DEM)  
$43.53 0.26 (0.59%) as of 4:30 Fri 5/31


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 280    0
Total shares held : 
39,787,936  
% of shares held : 
86.53%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -22  
Amount of shares held : 
449,797  
% of shares held change : 
  0.98%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$37.25  
Last Quarter's Ending Price : 
$40.68  
Last Quarter's Average Price
$38.28  
Change from last quarter's     
avg. price to the last closing  : 
5.25 (13.71%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
23
 558,281
 1.4%
 
Increased Positions :
92
 2,605,677
 6.55%
 
Unchanged Positions :
51
 454,228
 1.14%
 
Decreased Positions :
114
-2,557,145
-6.43%
 
Closed Positions :
23
-157,016
-0.39%
 
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
   MORGAN STANLEY 658 - 2024-03-31 6,589,502 $275,705,000 -43,818
   BANK OF AMERICA CORP /DE/ 562 - 2024-03-31 5,467,529 $228,761,000 50,103
   WELLS FARGO & CO/MN 420 - 2024-03-31 2,789,758 $116,723,000 136,709
   AMERIPRISE FINANCIAL INC 545 - 2024-03-31 2,328,152 $97,381,000 84,340
   CREATIVE PLANNING 93 - 2024-03-31 2,237,453 $93,615,000 -83,322
   LPL FINANCIAL CORP 361 - 2024-03-31 2,083,903 $87,191,000 596,110
   UBS Group AG 608 - 2024-03-31 1,667,585 $69,772,000 -8,231
   ENVESTNET ASSET MANAGEMENT INC 652 - 2024-03-31 1,255,687 $52,538,000 104,822
   CWM LLC 140 - 2024-03-31 736,741 $30,825,000 -10,520
   Arden Trust Co 4 - 2024-03-31 696,416 $29,138,000 -7,385
   ROYAL BANK OF CANADA 1044 - 2024-03-31 573,402 $23,992,000 -140,462
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 197 - 2024-03-31 561,637 $23,499,000 26,297
   COMMONWEALTH EQUITY SERVICES LLC. 447 - 2024-03-31 543,344 $22,734,000 19,837
   J P MORGAN CHASE & CO 1605 - 2024-03-31 516,358 $21,604,000 -89,369
   KOCHIS FITZ/QUINTILE LLC 18 - 2024-03-31 512,343 $21,436,000 -43,620
   Miracle Mile Advisors LLC 53 - 2024-03-31 438,040 $18,328,000 -124,725
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 286 - 2023-09-30 482,445 $18,082,000 2,084
   STIFEL FINANCIAL CORP 610 - 2024-03-31 411,515 $17,218,000 199,916
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 324 - 2024-03-31 391,606 $16,385,000 46,053
   Engrave Wealth Partners LLC 7 - 2023-12-31 398,466 $16,210,000 9,498
   Cetera Investment Advisers 489 - 2024-03-31 361,297 $15,117,000 245,487
   RAYMOND JAMES & ASSOCIATES 923 - 2024-03-31 359,850 $15,056,000 1,453
   MERCER GLOBAL ADVISORS INC /ADV 243 - 2024-03-31 343,759 $14,383,000 44,832
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 386 - 2024-03-31 337,551 $14,123,000 -5,372
   SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 40 - 2024-03-31 317,234 $13,273,000 38
   LINSCOMB & WILLIAMS INC 24 - 2024-03-31 293,575 $12,283,000 46,935
   H D Vest Advisory Services 151 - 2024-03-31 278,699 $11,661,000 -152,896
   M&T BANK CORP 293 - 2024-03-31 262,542 $10,984,000 -2,887
   Kestra Advisory Services LLC 284 - 2024-03-31 261,494 $10,941,000 42,443
   TMD Wealth Management LLC 10 - 2024-03-31 241,674 $10,112,000 43,234
   Capital Analysts Inc. 48 - 2024-03-31 240,466 $10,061,000 -15,180
   Advisor Group Holdings Inc. 688 - 2024-03-31 238,462 $9,983,000 -20,530
   Baird Financial Group Inc. 489 - 2024-03-31 220,513 $9,226,000 6,452
   ALLIANCEBERNSTEIN L.P. 1210 - 2024-03-31 210,529 $8,809,000 9,226
   Cornerstone Wealth Group LLC 40 *New 2024-03-31 185,398 $7,757,000 185,398
   BAKER AVENUE ASSET MANAGEMENT, LP 76 - 2024-03-31 170,595 $7,138,000 -4,920
   Private Wealth Advisors LLC 13 - 2024-03-31 164,934 $6,901,000 -6,988
   BANK OF NEW YORK MELLON CORP 2180 - 2024-03-31 157,218 $6,578,000 2,576
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 987 - 2024-03-31 155,973 $6,526,000 3,348
   MULTIFINANCIAL SECURITIES CORP 371 - 2024-03-31 154,068 $6,446,000 27,198
   Cascade Financial Partners LLC 20 - 2024-03-31 152,132 $6,355,000 0
   DAVIDSON D A & CO 283 - 2024-03-31 131,602 $5,506,000 7,042
   Orion Portfolio Solutions LLC 302 - 2024-03-31 129,435 $5,416,000 -8,490
   Sutton Wealth Advisors Inc. 8 *New 2023-09-30 140,211 $5,255,000 140,211
   CHEVIOT VALUE MANAGEMENT, INC. 23 - 2024-03-31 125,583 $5,254,000 -1,545
   EMPIRICAL FINANCIAL SERVICES, LLC 109 - 2024-03-31 119,149 $4,985,000 1,849
   COMERICA BANK 730 - 2024-03-31 114,182 $4,777,000 401
   FINANCIAL NETWORK 683 - 2024-03-31 103,108 $4,314,000 2,203
   JANE STREET GROUP LLC 1463 - 2024-03-31 98,332 $4,114,000 -25,741
   Clayton Financial Group LLC 13 - 2024-03-31 97,487 $4,079,000 9,458
   Qube Research & Technologies Ltd 1171 - 2024-03-31 94,652 $3,960,000 32,865
   Williams Financial LLC 8 *New 2024-03-31 93,610 $3,917,000 93,610
   InterOcean Capital Group LLC 122 - 2024-03-31 86,411 $3,615,000 -7,968
   WARREN AVERETT ASSET MANAGEMENT, LLC 180 *New 2024-03-31 86,381 $3,614,000 86,381
   Strategic Financial Group LLC - 2023-12-31 88,495 $3,600,000 -2,942
   VALMARK ADVISERS INC 120 - 2024-03-31 81,742 $3,420,000 1,011
   JANNEY MONTGOMERY SCOTT LLC 913 - 2024-03-31 80,197 $3,355,000 -6,092
   Bridge Advisory LLC 17 - 2024-03-31 77,824 $3,256,000 -11,514
   Apeiron RIA LLC 27 - 2024-03-31 76,227 $3,189,000 -1,953
   Financial Partners Group Inc 36 - 2024-03-31 73,376 $3,070,000 35,791
   Dynamic Advisors Solutions LLC 239 - 2024-03-31 72,222 $3,022,000 40,590
   Steward Partners Investment Advisory LLC 453 - 2024-03-31 71,139 $2,976,000 -1,421
   FIRST AMERICAN TRUST CO 89 - 2024-03-31 68,558 $2,868,000 13,877
   INTL FCSTONE INC. 80 *New 2024-03-31 65,214 $2,729,000 65,214
   CLS INVESTMENT FIRM LLC 367 - 2022-12-31 76,566 $2,729,000 489
   CUSTOM INDEX SYSTEMS LLC 12 - 2024-03-31 59,502 $2,490,000 -666
   Equitable Holdings Inc. 384 - 2024-03-31 59,182 $2,476,000 15,379
   BEACON FINANCIAL GROUP 92 - 2024-03-31 57,724 $2,415,000 -10,109
   McNamara Financial Services Inc. 17 - 2024-03-31 56,385 $2,359,000 -2,575
   Integrated Wealth Concepts LLC 467 - 2024-03-31 55,620 $2,327,000 26,841
   GFS ADVISORS, LLC 59 - 2024-03-31 53,872 $2,254,000 472
   CAPTRUST FINANCIAL ADVISORS 760 - 2024-03-31 53,261 $2,228,000 -7,491
   GREENLEAF TRUST 170 - 2024-03-31 51,961 $2,174,000 -2,328
   GSA CAPITAL PARTNERS LLP 121 - 2024-03-31 46,616 $1,950,000 14,593
   GRAYHAWK INVESTMENT STRATEGIES INC. 16 - 2024-03-31 45,600 $1,908,000 18,600
   ARBOR TRUST WEALTH ADVISORS LLC 33 - 2024-03-31 44,608 $1,899,000 17,335
   MML INVESTORS SERVICES LLC 1064 - 2024-03-31 45,326 $1,896,000 410
   Rockefeller Capital Management L.P. 1024 - 2024-03-31 44,914 $1,879,000 1,714
   JNBA FINANCIAL ADVISORS 69 - 2024-03-31 43,722 $1,829,000 -49,012
   All Season Financial Advisors Inc. 18 - 2024-03-31 43,084 $1,803,000 -28,665
   CI Private Wealth LLC 1085 - 2024-03-31 41,257 $1,726,000 114
   Feltz Wealth PLAN Inc. 126 - 2024-03-31 40,346 $1,688,000 -82
   QUANTITATIVE ADVANTAGE LLC 73 - 2023-03-31 44,232 $1,675,000 8,440
   IFP Advisors Inc 274 - 2023-12-31 40,930 $1,665,000 -953
   Old Port Advisors 58 - 2023-09-30 43,675 $1,637,000 23,164
   REGAL INVESTMENT ADVISORS, LLC 198 - 2024-03-31 38,378 $1,606,000 1,081
   JANNEY CAPITAL MANAGEMENT LLC 128 - 2024-03-31 37,935 $1,587,000 -595
   FFG RETIREMENT ADVISORS LLC 31 - 2024-03-31 37,359 $1,563,000 874
   OLD MISSION CAPITAL LLC 279 - 2024-03-31 36,594 $1,531,000 4,472
   MOODY NATIONAL BANK TRUST DIVISION 124 - 2024-03-31 36,377 $1,522,000 0
   Kades & Cheifetz LLC 30 - 2024-03-31 36,290 $1,518,000 -898
   Mirador Capital Partners LP 62 - 2024-03-31 35,975 $1,505,000 1,463
   Evanson Asset Management LLC 84 - 2024-03-31 35,967 $1,505,000 -837
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1446 - 2024-03-31 35,920 $1,503,000 -1,523
   FMR LLC 2246 - 2024-03-31 35,155 $1,471,000 4,169
   HIGHTOWER ADVISORS, LLC 1563 - 2024-03-31 34,623 $1,449,000 2,760
   J.W. COLE ADVISORS INC. 263 - 2024-03-31 34,056 $1,425,000 821
   BNP PARIBAS 128 - 2024-03-31 33,929 $1,420,000 0
   Koshinski Asset Management Inc. 151 - 2024-03-31 33,637 $1,407,000 -10,268
   BANK OF MONTREAL /CAN/ 1521 - 2024-03-31 33,305 $1,406,000 -30,980

  100 Records found
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