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Get Institutions for : 
Wisdomtree Emerging Mkts Smallcap Div (DGS)  
$52.82 0.29 (0.55%) as of 4:30 Tue 5/21


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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 : 
 $46.07  
Last Quarter's Ending Price : 
 $49.92  
Last Quarter's Average Price : 
 $46.78  
Change from last quarter's     
avg. price to the last closing  : 
6.04 (12.91%)  




 
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: 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
   CREATIVE PLANNING 20 - 2024-03-31 23,129,168 $1,176,350,000 -9,697,925
   JANE STREET GROUP LLC 152 - 2024-03-31 1,457,177 $74,112,000 1,457,177
   BANK OF AMERICA CORP /DE/ 1142 - 2024-03-31 1,272,383 $64,713,000 -17,885
   Unison Advisors LLC 8 - 2024-03-31 1,126,926 $57,315,000 18,684
   HPM Partners LLC 186 - 2024-03-31 778,462 $39,592,000 5,160
   MORGAN STANLEY 2135 - 2024-03-31 657,705 $33,451,000 23,840
   HIGHTOWER ADVISORS, LLC 384 - 2024-03-31 562,589 $28,600,000 36,411
   LPL FINANCIAL CORP 829 - 2024-03-31 502,575 $25,561,000 41,036
   NATIONAL BANK OF CANADA /FI/ 324 - 2024-03-31 404,556 $20,972,000 7,866
   WELLS FARGO & CO/MN 1120 - 2024-03-31 389,100 $19,790,000 -22,994
   Financial Planning & Information Services Inc. 14 - 2024-03-31 388,337 $19,751,000 -11,847
   BOSTON FINANCIAL MANGEMENT INC /MA 50 - 2024-03-31 370,016 $18,819,000 7,285
   OLD MISSION CAPITAL LLC 37 - 2024-03-31 324,832 $16,521,000 297,541
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 332 - 2024-03-31 308,530 $15,692,000 18,306
   ENVESTNET ASSET MANAGEMENT INC 1264 - 2024-03-31 299,208 $15,218,000 10,154
   GREAT VALLEY ADVISOR GROUP INC. 61 - 2024-03-31 290,414 $14,770,000 -18,400
   HENGEHOLD CAPITAL MANAGEMENT LLC 14 - 2024-03-31 286,253 $14,559,000 849
   VICTORY CAPITAL MANAGEMENT INC 906 - 2024-03-31 284,323 $14,461,000 0
   EASTERN BANK 68 - 2024-03-31 274,857 $13,979,000 -119,499
   BIP Wealth LLC 14 - 2024-03-31 255,198 $12,979,000 5,622
   McMahon Financial Advisors LLC 11 - 2024-03-31 234,397 $11,921,000 313
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 738 - 2024-03-31 224,139 $11,400,000 23,386
   Relative Value Partners Group LLC 31 - 2024-03-31 215,587 $10,428,000 3,283
   UBS Group AG 1582 - 2024-03-31 203,285 $10,339,000 245
   EFFICIENT ADVISORS, LLC 32 - 2024-03-31 202,757 $10,312,000 1,086
   EisnerAmper Wealth Management Corporate Benefits L 7 - 2023-12-31 205,081 $10,238,000 -9,838
   Csenge Advisory Group 31 - 2024-03-31 199,642 $10,154,000 -3,554
   Checchi Capital Advisers LLC 34 - 2024-03-31 197,958 $10,068,000 -6,036
   Prosperity Consulting Group LLC 14 *New 2024-03-31 197,913 $10,066,000 197,913
   Tortoise Investment Management LLC 26 - 2024-03-31 188,505 $9,587,000 21,884
   Neumann Capital Management LLC 10 - 2024-03-31 171,211 $8,708,000 4,623
   FIFTH THIRD BANCORP 257 - 2024-03-31 166,154 $8,451,000 14,489
   PARK AVENUE SECURITIES LLC 139 - 2024-03-31 159,214 $8,098,000 12,295
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 745 - 2024-03-31 155,609 $7,914,000 140,293
   AMERIPRISE FINANCIAL INC 1945 - 2024-03-31 155,408 $7,904,000 -3,272
   CITADEL ADVISORS LLC 1400 - 2024-03-31 149,899 $7,624,000 140,446
   Rockefeller Capital Management L.P. 613 - 2024-03-31 128,707 $6,546,000 826
   Laurel Wealth Planning LLC 9 - 2024-03-31 125,238 $6,370,000 11,788
   BAKER ELLIS ASSET MANAGEMENT LLC 28 - 2024-03-31 119,996 $6,103,000 -2,250
   Cascade Financial Partners LLC 25 - 2024-03-31 116,579 $5,887,000 0
   PORTLAND GLOBAL ADVISORS LLC 35 - 2024-03-31 115,135 $5,856,000 8,974
   Shore Point Advisors LLC 9 - 2024-03-31 114,353 $5,816,000 2,888
   Steward Partners Investment Advisory LLC 317 - 2024-03-31 107,341 $5,459,000 1,819
   Qube Research & Technologies Ltd 1056 - 2024-03-31 97,122 $4,940,000 78,213
   OConnor Financial Group LLC 16 - 2024-03-31 93,184 $4,739,000 22,968
   Great Point Wealth Advisors LLC 21 - 2024-03-31 91,123 $4,635,000 -183,751
   Baird Financial Group Inc. 721 - 2024-03-31 81,413 $4,141,000 1,058
   SMITH MOORE & CO. 53 - 2024-03-31 76,781 $3,905,000 798
   BKM Wealth Management LLC 13 - 2024-03-31 75,758 $3,853,000 -8,748,890
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 944 - 2024-03-31 68,797 $3,499,000 -2,048
   RENAISSANCE TECHNOLOGIES LLC 1727 - 2024-03-31 62,800 $3,194,000 32,800
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 791 - 2024-03-31 62,162 $3,162,000 -1,153
   INVENIO WEALTH PARTNERS LLC 19 - 2024-03-31 61,101 $3,108,000 33,501
   Private Advisor Group LLC 643 - 2024-03-31 57,815 $2,940,000 -4,549
   Sound Stewardship LLC 18 - 2024-03-31 57,118 $2,905,000 -4,925
   ROYAL BANK OF CANADA 2340 - 2024-03-31 50,742 $2,581,000 -3,961
   YALE CAPITAL CORP 145 - 2024-03-31 50,057 $2,546,000 0
   Nicholas Hoffman & Company LLC. 52 - 2024-03-31 49,141 $2,499,000 2,420
   Alpha Omega Wealth Management LLC 77 - 2024-03-31 48,678 $2,476,000 909
   PINNACLE ASSOCIATES LTD 342 - 2024-03-31 48,513 $2,467,000 423
   CUSTOM INDEX SYSTEMS LLC 13 - 2024-03-31 48,048 $2,444,000 17,182
   AlphaQ Advisors LLC 20 - 2024-03-31 47,261 $2,404,000 -4,638
   WESCAP Management Group Inc. 32 - 2024-03-31 43,403 $2,207,000 188
   Addison Advisors LLC 34 - 2024-03-31 43,151 $2,195,000 4,049
   ATRIA INVESTMENTS LLC 561 - 2023-12-31 43,950 $2,194,000 20,305
   Kestra Advisory Services LLC 859 - 2024-03-31 40,588 $2,064,000 158
   Global Retirement Partners LLC 237 - 2024-03-31 39,387 $2,003,000 3,500
   Sterling Financial Planning Inc. 36 - 2024-03-31 38,085 $1,937,000 1,066
   EMPIRICAL FINANCIAL SERVICES, LLC 182 - 2024-03-31 36,917 $1,878,000 558
   FINANCIAL NETWORK 1059 - 2024-03-31 36,804 $1,872,000 57
   WHITTIER TRUST CO 277 - 2024-03-31 35,480 $1,804,000 447
   VISTA INVESTMENT MANAGEMENT 44 - 2024-03-31 33,226 $1,690,000 0
   United Advisor Group LLC 54 *New 2024-03-31 31,272 $1,590,000 31,272
   FFG RETIREMENT ADVISORS LLC 30 - 2024-03-31 31,093 $1,581,000 910
   FAMILY WEALTH PARTNERS LLC 29 - 2024-03-31 30,450 $1,549,000 -2,160
   Stratos Wealth Partners LTD. 497 - 2024-03-31 30,435 $1,548,000 424
   Insight Advisors LLC/ PA 60 - 2024-03-31 30,219 $1,537,000 4,303
   Advisor Group Holdings Inc. 1901 - 2024-03-31 30,075 $1,530,000 -169
   JOHNSON INVESTMENT COUNSEL INC 320 - 2024-03-31 28,818 $1,466,000 -40
   RAYMOND JAMES & ASSOCIATES 2379 - 2024-03-31 26,922 $1,369,000 3,548
   Marathon Strategic Advisors LLC 8 - 2024-03-31 26,120 $1,328,000 538
   STIFEL FINANCIAL CORP 2023 - 2024-03-31 25,324 $1,288,000 -383
   Moser Wealth Advisors LLC 35 - 2024-03-31 25,313 $1,287,000 2,751
   PROVISE MANAGEMENT GROUP LLC 133 - 2024-03-31 25,037 $1,273,000 -591
   JANNEY MONTGOMERY SCOTT LLC 1409 - 2024-03-31 23,783 $1,210,000 -6,166
   Occidental Asset Management LLC 100 - 2024-03-31 23,479 $1,194,000 668
   MML INVESTORS SERVICES LLC 1326 - 2024-03-31 22,743 $1,157,000 4,155
   COMMONWEALTH EQUITY SERVICES LLC. 2151 - 2024-03-31 21,771 $1,107,000 -2,838
   Evanson Asset Management LLC 105 - 2024-03-31 21,708 $1,104,000 -975
   Betterment LLC 192 - 2024-03-31 21,565 $1,097,000 849
   AVAII WEALTH MANAGEMENT LLC 31 - 2024-03-31 21,032 $1,070,000 -1,384
   Smartleaf Asset Management LLC 100 - 2024-03-31 20,321 $1,010,000 -1,815
   Waterfront Wealth Inc. 110 - 2024-03-31 19,330 $978,000 -3,223
   TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 163 - 2024-03-31 18,985 $966,000 -3,052
   Kathleen S. Wright Associates Inc. 49 - 2024-03-31 18,391 $935,000 -1,579
   J P MORGAN CHASE & CO 3404 - 2024-03-31 18,352 $933,000 -8,936
   Buckingham Strategic Partners 254 - 2024-03-31 17,662 $898,000 -26,447
   Farmers & Merchants Trust Co of Chambersburg PA 71 - 2024-03-31 17,417 $886,000 17,417
   Cetera Investment Advisers 944 - 2024-03-31 17,263 $878,000 -1,902
   CI Private Wealth LLC 1360 - 2024-03-31 16,627 $846,000 1,095
  100 Records found
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