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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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   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
   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
   FFG RETIREMENT ADVISORS LLC 11 - 2024-03-31 116,698 $3,991,000 2,425
   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
   CAPROCK Group Inc. 119 - 2024-03-31 63,417 $2,169,000 336
   Kestra Advisory Services LLC 811 - 2023-12-31 58,493 $1,882,000 4,738
   ENVESTNET ASSET MANAGEMENT INC 2571 - 2023-12-31 52,086 $1,676,000 8,681
   J P MORGAN CHASE & CO 3429 - 2024-03-31 26,260 $898,000 16,249
   UBS Group AG 3573 - 2023-12-31 24,756 $797,000 85
   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
   Signal Advisors Wealth LLC 200 - 2024-03-31 11,041 $378,000 4,337
   Obsidian Personal Planning Solutions LLC 85 - 2024-03-31 6,713 $227,000 396
   MCCORMACK ADVISORS INTERNATIONAL 1024 - 2024-03-31 5,896 $202,000 5,896
   Advisor Group Holdings Inc. 4034 - 2024-03-31 3,715 $127,000 2,139
   O SHAUGHNESSY ASSET MANAGEMENT LLC 1498 - 2023-12-31 3,009 $97,000 292
   PRINCIPAL SECURITIES INC. 1811 - 2024-03-31 853 $29,000 41
   FMR LLC 4042 - 2023-12-31 345 $11,000 345
   Smartleaf Asset Management LLC 1133 - 2024-03-31 100 $3,000 3
  23 Records found
  1    
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