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Get Institutions for : 
Wisdom Tree China Dividend Ex Financials Fund (CHXF)  
$29.70 0.55 (1.82%) as of 4:30 Tue 5/21


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 38    3
Total shares held : 
1,627,394  
% of shares held : 
18.08%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -15  
Amount of shares held : 
71,501  
% of shares held change : 
  0.79%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$29.43  
Last Quarter's Ending Price : 
$28.02  
Last Quarter's Average Price
$28.60  
Change from last quarter's     
avg. price to the last closing  : 
1.10 (3.85%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
4
 133,396
 8.2%
 
Increased Positions :
6
 498,146
 30.61%
 
Unchanged Positions :
10
 46,369
 2.85%
 
Decreased Positions :
18
-375,113
-23.05%
 
Closed Positions :
7
-184,928
-11.36%
 
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
   Beaumont Capital Management LLC 28 - 2024-03-31 59,503 $1,570,000 0
   ATMOS CAPITAL GESTAO DE RECURSOS LTDA. 13 - 2024-03-31 35,930 $948,000 0
   GOLDMAN SACHS GROUP INC/ 3830 - 2024-03-31 23,152 $611,000 0
   MEITAV DASH INVESTMENTS LTD 175 - 2024-03-31 17,775 $469,000 0
   Y.D. More Investments Ltd 175 - 2024-03-31 7,000 $185,000 0
   WHITTIER TRUST CO OF NEVADA INC 808 - 2024-03-31 980 $26,000 0
   TOWER RESEARCH CAPITAL LLC 5084 - 2024-03-31 59 $2,000 0
   JJJ Advisors Inc. 903 - 2024-03-31 28 $1,000 0
   PNC FINANCIAL SERVICES GROUP INC 4320 - 2024-03-31 50 $1,000 0
   Founders Financial Alliance LLC 550 - 2024-03-31 55 $1,000 0
   CWM LLC 4140 - 2024-03-31 30 $1,000 0
   Clear Point Advisors Inc. 492 - 2024-03-31 21 $1,000 0
   PROEQUITIES INC. 4797 - 2024-03-31 0 $0 0
   Frazier Financial Advisors LLC 1004 *New 2024-03-31 0 $0 0

  14 Records found
  1    
  Page 1 of 1
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