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Get Institutions for : 
Wisdomtree Dynamic Currency Hedged Internl Equity Fund (DDWM)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 61    7
Total shares held : 
 5,566,122  
% of shares held : 
 10.6%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -10  
Amount of shares held : 
 -409,035  
% of shares held change : 
   -0.78%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
5
 38,275
 0.69%
 
Increased Positions :
19
 192,803
 3.46%
 
Unchanged Positions :
15
 344,424
 6.19%
 
Decreased Positions :
22
-406,596
-7.3%
 
Closed Positions :
12
-233,517
-4.2%
 
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
   LPL FINANCIAL CORP 674 - 2023-12-31 979,003 $31,504,000 48,496
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 380 - 2024-03-31 877,919 $30,026,000 -503,426
   Fundamentun LLC 15 - 2024-03-31 495,460 $16,945,000 41,775
   EXCHANGE CAPITAL MANAGEMENT INC 6 - 2024-03-31 480,374 $16,429,000 3,503
   Stratos Wealth Advisors LLC 30 *New 2024-03-31 320,898 $10,975,000 320,898
   AE Wealth Management LLC 411 - 2023-12-31 285,269 $9,153,000 37,117
   RAYMOND JAMES & ASSOCIATES 1342 - 2024-03-31 209,096 $7,151,000 6,851
   MULTIFINANCIAL SECURITIES CORP 204 - 2023-12-31 220,918 $7,109,000 -1,411
   BANK OF AMERICA CORP /DE/ 2773 - 2023-12-31 183,391 $5,902,000 -4,730
   Frazier Financial Advisors LLC 4 - 2023-12-31 136,148 $4,381,000 0
   BMS Financial Advisors LLC 12 *New 2023-06-30 122,768 $3,837,000 122,768
   FFG RETIREMENT ADVISORS LLC 13 - 2023-12-31 114,273 $3,677,000 -1,909
   COMMONWEALTH EQUITY SERVICES LLC. 1364 - 2023-12-31 98,468 $3,169,000 1,624
   MORGAN STANLEY 4250 - 2023-12-31 79,886 $2,571,000 7,301
   Occidental Asset Management LLC 67 - 2024-03-31 71,385 $2,441,000 1,875
   Rooted Wealth Advisors Inc. 22 - 2024-03-31 70,061 $2,372,000 -245
   CAPROCK Group Inc. 130 - 2023-12-31 63,081 $2,030,000 462
   Kestra Advisory Services LLC 811 - 2023-12-31 58,493 $1,882,000 4,738
   Atomi Financial Group Inc. 85 - 2023-12-31 56,505 $1,818,000 0
   Harvest Investment Services LLC 35 - 2023-12-31 54,401 $1,751,000 0
   ENVESTNET ASSET MANAGEMENT INC 2571 - 2023-12-31 52,086 $1,676,000 8,681
   CITADEL ADVISORS LLC 2489 - 2023-12-31 50,424 $1,623,000 -102,636
   MOODY NATIONAL BANK TRUST DIVISION 118 - 2024-03-31 46,579 $1,593,000 0
   SAVANT CAPITAL MANAGEMENT INC 359 - 2023-12-31 40,629 $1,307,000 -1,258
   Lloyd Advisory Services LLC. 60 *New 2024-03-31 26,727 $1,286,000 26,727
   1858 WEALTH MANAGEMENT LLC 24 - 2024-03-31 36,717 $1,182,000 0
   Geneos Wealth Management Inc. - 2023-12-31 35,763 $1,151,000 -4,089
   JANE STREET GROUP LLC 3182 - 2023-12-31 31,085 $1,000,000 -13,002
   MIDLAND WEALTH ADVISORS LLC 96 - 2023-12-31 27,596 $888,000 0
   UBS Group AG 3573 - 2023-12-31 24,756 $797,000 85
   COLONY GROUP, LLC 514 *New 2023-12-31 21,926 $706,000 21,926
   COLONY GROUP LLC 491 - 2023-09-30 22,439 $683,000 -2,418
   HF Advisory Group LLC 94 - 2024-03-31 19,134 $654,000 2,931
   NBC SECURITIES INC. 380 - 2024-03-31 17,609 $612,000 6,734
   Claro Advisors LLC 203 - 2024-03-31 17,817 $609,000 738
   Private Advisor Group LLC 1456 - 2023-12-31 15,781 $508,000 7,517
   American Money Management LLC 96 - 2023-12-31 13,573 $437,000 -54
   Signal Advisors Wealth LLC 200 - 2024-03-31 11,041 $378,000 4,337
   Truadvice LLC 153 *New 2023-09-30 12,231 $372,000 12,231
   Apeiron RIA LLC 147 - 2024-03-31 10,596 $362,000 0
   WESCAP Management Group Inc. 78 - 2023-12-31 10,946 $352,000 0
   BEACON FINANCIAL GROUP 247 - 2023-12-31 10,277 $331,000 595
   J P MORGAN CHASE & CO 3893 - 2023-12-31 10,011 $322,000 -336
   MODERA WEALTH MANAGEMENT, LLC 465 *New 2023-12-31 9,832 $316,000 9,832
   Stratos Wealth Partners LTD. 1065 - 2024-03-31 9,168 $314,000 -2,420
   Aspire Wealth Management Corp - 2023-12-31 8,674 $279,000 0
   Envestnet Portfolio Solutions Inc. 1383 - 2023-12-31 7,793 $251,000 -597
   Atria Wealth Solutions Inc. 1607 - 2023-12-31 7,793 $251,000 -597
   Kure Advisory LLC 93 - 2023-12-31 7,420 $239,000 -83,099
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2862 - 2024-03-31 6,907 $236,000 -4,606
   S.C. Financial Services Inc. 97 *New 2022-12-31 8,023 $235,000 8,023
   AMERIPRISE FINANCIAL INC 3602 - 2023-12-31 7,200 $232,000 -700
   Equitable Holdings Inc. 1017 - 2023-12-31 7,193 $231,000 -5,026
   Obsidian Personal Planning Solutions LLC 80 *New 2023-12-31 6,317 $203,000 6,317
   ROYAL BANK OF CANADA 4587 - 2023-12-31 5,316 $171,000 -702
   Tidemark LLC 133 - 2023-12-31 4,229 $136,000 0
   O SHAUGHNESSY ASSET MANAGEMENT LLC 1498 - 2023-12-31 3,009 $97,000 292
   Advisor Group Holdings Inc. 4845 - 2023-12-31 1,576 $51,000 53
   BELLEVUE ASSET MANAGEMENT LLC 176 - 2024-03-31 1,105 $38,000 0
   PRINCIPAL SECURITIES INC. 1749 - 2023-12-31 812 $26,000 0
   WELLS FARGO & CO/MN 5027 - 2023-12-31 493 $16,000 492
   CREATIVE FINANCIAL DESIGNS INC /ADV 1042 - 2023-12-31 386 $12,000 0
   FMR LLC 4042 - 2023-12-31 345 $11,000 345
   HARBOUR INVESTMENTS INC. 2532 *New 2023-12-31 100 $3,000 100
   Farther Finance Advisors LLC 2180 - 2023-12-31 104 $3,000 0
   ADVISORY SERVICES NETWORK, LLC 3246 *New 2023-12-31 100 $3,000 100
   Smartleaf Asset Management LLC 939 - 2023-12-31 97 $3,000 0
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3196 *Closed 2023-12-31 0 $0 -321
   PROEQUITIES INC. 3015 - 2023-12-31 0 $0 0
   V Wealth ManagementLLC 190 *Closed 2023-09-30 0 $0 -10,728
   ATRIA INVESTMENTS LLC 923 *Closed 2023-12-31 0 $0 -39,862
   MARIPAU WEALTH MANAGEMENT LLC 116 *Closed 2023-12-31 0 $0 -16,731
   AXXCESS WEALTH MANAGEMENT LLC 865 *Closed 2023-12-31 0 $0 -14,033
   MCCORMACK ADVISORS INTERNATIONAL 1043 *Closed 2023-12-31 0 $0 -7,393
   FLOW TRADERS U.S. LLC 1108 *Closed 2023-12-31 0 $0 -71,348
   Nelson Van Denburg & Campbell Wealth Management Gr 1615 *Closed 2023-12-31 0 $0 -7,935
   GPS Wealth Strategies Group LLC 1325 *Closed 2023-12-31 0 $0 -145
   OLD MISSION CAPITAL LLC 1165 *Closed 2023-12-31 0 $0 -61,809
   IFP Advisors Inc 3338 *Closed 2023-12-31 0 $0 -100
  79 Records found
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