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Get Institutions for : 
Wisdom Tree China Dividend Ex Financials Fund (CHXF)  
$29.56 0.15 (0.5%) as of 4:30 Tue 5/14


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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  : 
0.96 (3.36%)  




 
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
   COMERICA BANK 3605 *Closed 2023-12-31 0 $0 -588
   Rockbridge Investment Management LCC 898 *Closed 2023-12-31 0 $0 -318
   Global Retirement Partners LLC 3375 *Closed 2024-03-31 0 $0 -20
   Stratos Wealth Partners LTD. 1417 *Closed 2024-03-31 0 $0 -9,076

  4 Records found
  1    
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