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Get Institutions for : 
Wisdomtree Us Smallcap Dividend Growth Fund (DGRS)  
$48.59 0.47 (0.96%) as of 4:30 Wed 5/22


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 86    1
Total shares held : 
 3,811,175  
% of shares held : 
 4.23%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   1  
Amount of shares held : 
 216,911  
% of shares held change : 
   0.24%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $40.65  
Last Quarter's Ending Price : 
 $47.44  
Last Quarter's Average Price : 
 $42.32  
Change from last quarter's     
avg. price to the last closing  : 
6.27 (14.82%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
7
 66,007
 1.73%
 
Increased Positions :
28
 393,419
 10.32%
 
Unchanged Positions :
23
 83,833
 2.2%
 
Decreased Positions :
28
-213,592
-5.6%
 
Closed Positions :
6
-28,923
-0.76%
 
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
   Private Wealth Strategies L.L.C. 8 - 2024-03-31 535,254 $26,570,000 8,975
   Hennion & Walsh Asset Management Inc. 7 - 2024-03-31 467,155 $23,190,000 52,958
   MORGAN STANLEY 2651 - 2024-03-31 411,426 $20,423,000 136,863
   UBS Group AG 1390 - 2024-03-31 284,636 $14,129,000 -583
   LPL FINANCIAL CORP 1125 - 2024-03-31 278,162 $13,808,000 36,763
   Venturi Wealth Management LLC 44 - 2024-03-31 229,483 $11,392,000 6,230
   LINSCOMB & WILLIAMS INC 70 - 2024-03-31 145,175 $7,207,000 -1,746
   RAYMOND JAMES & ASSOCIATES 1348 - 2024-03-31 142,916 $7,094,000 -2,612
   Team Financial Group LLC 8 - 2024-03-31 137,939 $6,847,000 -20,060
   COMMONWEALTH EQUITY SERVICES LLC. 1014 - 2024-03-31 129,119 $6,409,000 -24,312
   LVM CAPITAL MANAGEMENT LTD/MI 36 - 2024-03-31 124,695 $6,190,000 15,440
   BANK OF AMERICA CORP /DE/ 2901 - 2024-03-31 109,760 $5,448,000 -4,550
   Founders Financial Alliance LLC 12 *New 2024-03-31 94,726 $4,702,000 94,726
   XML Financial LLC 68 - 2024-03-31 82,178 $4,079,000 -5,946
   ROYAL BANK OF CANADA 2088 - 2024-03-31 77,164 $3,830,000 52,622
   CWM LLC 495 - 2024-03-31 68,751 $3,413,000 4,198
   ENVESTNET ASSET MANAGEMENT INC 2432 - 2024-03-31 49,986 $2,481,000 6,696
   BOSTON FINANCIAL MANGEMENT INC /MA 136 - 2024-03-31 44,460 $2,207,000 1,815
   United Advisor Group LLC 39 *New 2024-03-31 38,549 $1,914,000 38,549
   KLR INVESTMENT ADVISORS LLC 14 - 2024-03-31 35,341 $1,666,000 1,168
   Advisor Group Holdings Inc. 1880 - 2024-03-31 31,488 $1,563,000 -83,093
   Joseph Group Capital Management 41 - 2024-03-31 31,087 $1,543,000 1,150
   PRECEDENT WEALTH PARTNERS LLC 35 - 2024-03-31 29,522 $1,465,000 656
   Camden Capital LLC 85 - 2024-03-31 28,588 $1,419,000 -28
   J P MORGAN CHASE & CO 3337 - 2024-03-31 21,273 $1,056,000 7,818
   Collaborative Wealth Managment Inc. 44 - 2024-03-31 21,013 $1,043,000 -5,698
   HANSON MCCLAIN, INC. 403 - 2024-03-31 20,796 $1,032,000 4
   Private Advisor Group LLC 1173 - 2024-03-31 19,381 $962,000 4,819
   J O HAMBRO INVESTMENT MANAGEMENT LTD 71 - 2024-03-31 18,880 $960,000 790
   IHT Wealth Management LLC 440 - 2024-03-31 19,123 $949,000 -34
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2085 - 2024-03-31 19,021 $944,000 -12,569
   Truadvice LLC 75 - 2023-09-30 23,289 $939,000 13,343
   Well Done LLC 75 - 2024-03-31 17,529 $870,000 -104
   Krasney Financial LLC 157 - 2024-03-31 17,428 $865,000 -942
   Princeton Global Asset Management LLC 87 - 2024-03-31 16,894 $839,000 5,267
   My Legacy Advisors LLC 102 - 2023-12-31 18,029 $824,000 7,395
   CREATIVE PLANNING 1469 - 2024-03-31 16,575 $823,000 -254
   HARBOR INVESTMENT ADVISORY LLC 180 - 2024-03-31 16,426 $815,000 -4,973
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1382 - 2024-03-31 14,276 $709,000 -897
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1222 - 2024-03-31 10,588 $526,000 -4,670
   Golden State Equity Partners 195 - 2023-12-31 10,247 $486,000 472
   BROOKS MOORE & ASSOCIATES INC. 65 - 2024-03-31 9,448 $469,000 3,660
   CAPITAL MANAGEMENT CORP /VA 52 - 2024-03-31 9,000 $447,000 0
   Advisor Resource Council 135 - 2024-03-31 8,791 $417,000 8,791
   MULTIFINANCIAL SECURITIES CORP 1713 - 2024-03-31 8,379 $416,000 -5,648
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2563 - 2024-03-31 7,099 $352,000 -1,297
   BANCORPSOUTH BANK 259 - 2024-03-31 7,032 $349,000 0
   Kestra Advisory Services LLC 1917 - 2024-03-31 6,654 $330,000 1,786
   Asset Dedication LLC 260 - 2024-03-31 6,424 $319,000 -100
   9258 Wealth Management LLC 262 - 2024-03-31 6,400 $318,000 0
   Patriot Financial Group Insurance Agency LLC 363 - 2024-03-31 6,076 $302,000 565
   Cascade Financial Partners LLC 178 - 2024-03-31 6,330 $298,000 0
   KESTRA PRIVATE WEALTH SERVICES LLC 1015 *New 2024-03-31 5,909 $293,000 5,909
   RMR Wealth Builders 216 - 2024-03-31 5,755 $286,000 290
   FLAGSHIP HARBOR ADVISORS LLC 536 - 2024-03-31 5,727 $284,000 0
   Chicago Partners Investment Group LLC 612 - 2024-03-31 5,254 $252,000 -89
   Colonial River Wealth Management LLC 140 - 2024-03-31 5,037 $250,000 -8,436
   REDMOND ASSET MANAGEMENT, LLC 142 - 2024-03-31 5,040 $250,000 -78
   PARK AVENUE SECURITIES LLC 1246 *New 2024-03-31 4,902 $243,000 4,902
   SAXON INTERESTS INC. 157 - 2024-03-31 4,715 $234,000 0
   Avant Capital LLC 52 - 2023-09-30 5,251 $216,000 -32
   CREATIVE FINANCIAL DESIGNS INC /ADV 403 - 2024-03-31 4,304 $214,000 1,851
   Gateway Wealth Partners LLC 221 *New 2024-03-31 4,253 $211,000 4,253
   H D Vest Advisory Services 1505 *New 2024-03-31 4,232 $210,000 4,232
   Treasure Coast Financial Planning 34 - 2024-03-31 4,084 $203,000 -641
   STIFEL FINANCIAL CORP 3082 - 2024-03-31 4,030 $200,000 -504
   Global Retirement Partners LLC 890 - 2024-03-31 3,061 $152,000 2
   FinTrust Capital Advisors LLC 337 - 2024-03-31 2,772 $138,000 457
   Capital Advisors Ltd. LLC 319 - 2024-03-31 2,600 $129,000 0
   NATIONAL BANK OF CANADA /FI/ 1317 *New 2024-03-31 2,600 $127,000 2,600
   Steward Partners Investment Advisory LLC 1638 - 2024-03-31 2,555 $127,000 0
   Sunbelt Securities Inc. 695 - 2024-03-31 2,060 $102,000 23
   BLAIR WILLIAM & CO/IL 1544 - 2024-03-31 1,470 $73,000 0
   WELLS FARGO & CO/MN 4570 - 2024-03-31 1,327 $66,000 -1,028
   Coastal Investment Advisors Inc. 529 - 2024-03-31 1,285 $64,000 1,285
   ANCORA ADVISORS, LLC 891 - 2024-03-31 1,091 $54,000 0
   S.A. Mason LLC 249 - 2024-03-31 975 $48,000 0
   Tyler-Stone Wealth Management 364 *New 2024-03-31 944 $47,000 944
   FMR LLC 3487 - 2024-03-31 881 $44,000 111
   PNC FINANCIAL SERVICES GROUP INC 3130 - 2024-03-31 732 $36,000 0
   IAG Wealth Partners LLC 196 - 2024-03-31 658 $33,000 0
   O SHAUGHNESSY ASSET MANAGEMENT LLC 1695 - 2024-03-31 649 $32,000 -2,026
   Parallel Advisors LLC 1736 - 2024-03-31 627 $31,000 0
   ICA Group Wealth Management LLC 675 - 2024-03-31 591 $29,000 0
   Geneos Wealth Management Inc. 1535 - 2024-03-31 225 $11,000 0
   Aptus Capital Advisors LLC 1024 - 2024-03-31 192 $10,000 0
   GUARDIAN WEALTH ADVISORS LLC / NC 386 - 2024-03-31 192 $10,000 0
   Beacon Capital Management LLC 579 - 2024-03-31 203 $10,000 0
   Goss Wealth Management LLC 2969 - 2024-03-31 160 $8,000 0
   Main Street Group LTD 462 - 2024-03-31 160 $8,000 1
   Impact Partnership Wealth LLC 472 - 2024-03-31 166 $8,000 0
   Front Row Advisors LLC 706 - 2024-03-31 121 $6,000 121
   Smartleaf Asset Management LLC 1152 - 2024-03-31 53 $3,000 0
   Covestor Ltd 1804 - 2024-03-31 54 $3,000 0
   Sargent Bickham Lagudis LLC 855 - 2022-12-31 80 $3,000 1
   ADVISORY SERVICES NETWORK, LLC 2271 *Closed 2024-03-31 0 $0 -155
   PROEQUITIES INC. 4857 - 2024-03-31 0 $0 0
   TWO SIGMA INVESTMENTS LLC 3078 *Closed 2024-03-31 0 $0 -9,300
   CIBC WORLD MARKETS INC. 1224 *Closed 2024-03-31 0 $0 -17,727
   Stratos Wealth Partners LTD. 1390 *Closed 2024-03-31 0 $0 -33,256
  100 Records found
  1    
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