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Get Institutions for : 
WisdomTree Emerging Markets Equity Incme (DEM)  
$41.49 0.11 (0.27%) as of 4:30 Thu 4/25


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 280    0
Total shares held : 
 39,787,936  
% of shares held : 
 86.53%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -22  
Amount of shares held : 
 449,797  
% of shares held change : 
   0.98%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $37.25  
Last Quarter's Ending Price : 
 $40.68  
Last Quarter's Average Price : 
 $38.28  
Change from last quarter's     
avg. price to the last closing  : 
3.21 (8.39%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
23
 558,281
 1.4%
 
Increased Positions :
92
 2,605,677
 6.55%
 
Unchanged Positions :
51
 454,228
 1.14%
 
Decreased Positions :
114
-2,557,145
-6.43%
 
Closed Positions :
23
-157,016
-0.39%
 
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
   MORGAN STANLEY 643 - 2023-12-31 6,633,320 $269,843,000 -81,643
   BANK OF AMERICA CORP /DE/ 526 - 2023-12-31 5,417,426 $220,381,000 -238,613
   WELLS FARGO & CO/MN 430 - 2023-12-31 2,653,049 $107,926,000 292,303
   CREATIVE PLANNING 77 - 2023-12-31 2,320,775 $94,409,000 44,758
   AMERIPRISE FINANCIAL INC 548 - 2023-12-31 2,243,812 $91,294,000 445,593
   UBS Group AG 552 - 2023-12-31 1,675,816 $68,172,000 -81,301
   LPL FINANCIAL CORP 437 - 2023-12-31 1,487,793 $60,523,000 170,031
   ENVESTNET ASSET MANAGEMENT INC 639 - 2023-12-31 1,150,865 $46,817,000 92,758
   CWM LLC 140 - 2024-03-31 736,741 $30,825,000 -10,520
   Arden Trust Co 4 - 2024-03-31 696,416 $29,138,000 -7,385
   ROYAL BANK OF CANADA 936 - 2023-12-31 713,864 $29,041,000 -3,523
   J P MORGAN CHASE & CO 1457 - 2023-12-31 605,727 $24,641,000 387,558
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 192 - 2023-12-31 535,340 $21,778,000 -30,409
   KOCHIS FITZ/QUINTILE LLC 18 - 2024-03-31 512,343 $21,436,000 -43,620
   COMMONWEALTH EQUITY SERVICES LLC. 440 - 2023-12-31 523,507 $21,296,000 17,248
   Miracle Mile Advisors LLC 53 - 2024-03-31 438,040 $18,328,000 -124,725
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 286 - 2023-09-30 482,445 $18,082,000 2,084
   H D Vest Advisory Services 97 - 2023-12-31 431,595 $17,557,000 -27,153
   Engrave Wealth Partners LLC 7 - 2023-12-31 398,466 $16,210,000 9,498
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 500 - 2023-12-31 363,174 $14,774,000 343,091
   RAYMOND JAMES & ASSOCIATES 884 - 2023-12-31 358,397 $14,580,000 -3
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 386 - 2024-03-31 337,551 $14,123,000 -5,372
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 329 - 2023-12-31 345,553 $14,057,000 -57,443
   SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 45 - 2023-12-31 317,196 $12,903,000 88,432
   MERCER GLOBAL ADVISORS INC /ADV 270 - 2023-12-31 298,927 $12,160,000 38,615
   M&T BANK CORP 299 - 2023-12-31 265,429 $10,798,000 -29,114
   Advisor Group Holdings Inc. 774 - 2023-12-31 258,992 $10,541,000 -36,362
   Capital Analysts Inc. 36 - 2023-12-31 255,646 $10,400,000 -4,218
   LINSCOMB & WILLIAMS INC 38 - 2023-12-31 246,640 $10,033,000 -6,779
   BABSON CAPITAL MANAGEMENT LLC 40 - 2023-12-31 232,724 $9,467,000 111,412
   Eagle Strategies LLC - 2023-12-31 230,096 $9,360,000 22,742
   Kestra Advisory Services LLC 296 - 2023-12-31 219,051 $8,911,000 8,254
   Baird Financial Group Inc. 490 - 2023-12-31 214,061 $8,708,000 -11,983
   STIFEL FINANCIAL CORP 832 - 2023-12-31 211,599 $8,608,000 -18,481
   ALLIANCEBERNSTEIN L.P. 1255 - 2023-12-31 201,303 $8,189,000 3,059
   TMD Wealth Management LLC 12 *New 2023-12-31 198,440 $8,073,000 198,440
   Cornerstone Wealth Group LLC 40 *New 2024-03-31 185,398 $7,757,000 185,398
   BAKER AVENUE ASSET MANAGEMENT, LP 73 - 2023-12-31 175,515 $7,140,000 7,850
   Private Wealth Advisors LLC *New 2023-12-31 171,922 $6,994,000 171,922
   BANK OF NEW YORK MELLON CORP 2248 - 2023-12-31 154,642 $6,291,000 87,242
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 954 - 2023-12-31 152,625 $6,209,000 25,181
   Orion Portfolio Solutions LLC 282 - 2023-12-31 137,925 $5,532,000 5,042
   Sutton Wealth Advisors Inc. 8 *New 2023-09-30 140,211 $5,255,000 140,211
   CHEVIOT VALUE MANAGEMENT, INC. 24 - 2023-12-31 127,128 $5,172,000 4,905
   MULTIFINANCIAL SECURITIES CORP 271 - 2023-12-31 126,870 $5,161,000 48,926
   DAVIDSON D A & CO 280 - 2023-12-31 124,560 $5,067,000 3,672
   JANE STREET GROUP LLC 1474 - 2023-12-31 124,073 $5,047,000 -656,506
   FLOW TRADERS U.S. LLC 88 - 2023-12-31 120,739 $4,912,000 -39,087
   EMPIRICAL FINANCIAL SERVICES, LLC 105 - 2023-12-31 117,300 $4,772,000 -4,391
   Cetera Investment Advisers 455 - 2023-12-31 115,810 $4,711,000 -5,110
   COMERICA BANK 727 - 2023-12-31 113,781 $4,629,000 740
   FINANCIAL NETWORK 662 - 2023-12-31 100,905 $4,105,000 3,245
   Williams Financial LLC 8 *New 2024-03-31 93,610 $3,917,000 93,610
   InterOcean Capital Group LLC 109 - 2023-12-31 94,379 $3,839,000 -9,697
   JNBA FINANCIAL ADVISORS 48 - 2023-12-31 92,734 $3,772,000 -21,307
   Strategic Financial Group LLC - 2023-12-31 88,495 $3,600,000 -2,942
   Clayton Financial Group LLC 14 - 2023-12-31 88,029 $3,581,000 0
   JANNEY MONTGOMERY SCOTT LLC 859 - 2023-12-31 86,289 $3,510,000 -2,558
   VALMARK ADVISERS INC 117 - 2023-12-31 80,731 $3,284,000 4,430
   Bridge Advisory LLC 17 - 2024-03-31 77,824 $3,256,000 -11,514
   Apeiron RIA LLC 27 - 2024-03-31 76,227 $3,189,000 -1,953
   Dynamic Advisors Solutions LLC 239 - 2024-03-31 72,222 $3,022,000 40,590
   CITADEL ADVISORS LLC 1997 - 2023-12-31 72,631 $2,955,000 17,802
   Steward Partners Investment Advisory LLC 401 - 2023-12-31 72,560 $2,952,000 -2,245
   BEACON FINANCIAL GROUP 80 *New 2023-12-31 67,833 $2,759,000 67,833
   CLS INVESTMENT FIRM LLC 367 - 2022-12-31 76,566 $2,729,000 489
   BANK OF MONTREAL /CAN/ 1241 - 2023-12-31 64,285 $2,618,000 36,376
   RENAISSANCE TECHNOLOGIES LLC 1804 - 2023-12-31 62,200 $2,530,000 62,200
   Qube Research & Technologies Ltd 1198 - 2023-12-31 61,787 $2,513,000 -9,845
   CAPTRUST FINANCIAL ADVISORS 823 - 2023-12-31 60,752 $2,471,000 -6,043
   CUSTOM INDEX SYSTEMS LLC - 2023-12-31 60,168 $2,448,000 0
   McNamara Financial Services Inc. 17 - 2024-03-31 56,385 $2,359,000 -2,575
   FIRST AMERICAN TRUST CO 85 - 2023-12-31 54,681 $2,224,000 -4,525
   GREENLEAF TRUST 161 - 2023-12-31 54,289 $2,208,000 843
   GFS ADVISORS, LLC - 2023-12-31 53,400 $2,172,000 -453
   ARBOR TRUST WEALTH ADVISORS LLC 33 - 2024-03-31 44,608 $1,899,000 17,335
   MML INVESTORS SERVICES LLC 1044 - 2023-12-31 44,916 $1,827,000 5,837
   All Season Financial Advisors Inc. 18 - 2024-03-31 43,084 $1,803,000 -28,665
   Koshinski Asset Management Inc. 99 - 2023-12-31 43,905 $1,786,000 16,486
   Equitable Holdings Inc. 439 - 2023-12-31 43,803 $1,782,000 -9,161
   Rockefeller Capital Management L.P. 952 - 2023-12-31 43,200 $1,757,000 717
   QUANTITATIVE ADVANTAGE LLC 73 - 2023-03-31 44,232 $1,675,000 8,440
   CI Private Wealth LLC 1079 - 2023-12-31 41,143 $1,674,000 529
   IFP Advisors Inc 274 - 2023-12-31 40,930 $1,665,000 -953
   Feltz Wealth PLAN Inc. 129 - 2023-12-31 40,428 $1,645,000 -2,248
   Old Port Advisors 58 - 2023-09-30 43,675 $1,637,000 23,164
   JANNEY CAPITAL MANAGEMENT LLC 124 - 2023-12-31 38,530 $1,567,000 -869
   Financial Partners Group Inc 44 - 2023-12-31 37,585 $1,529,000 2,691
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1367 - 2023-12-31 37,443 $1,523,000 -16,059
   MOODY NATIONAL BANK TRUST DIVISION 124 - 2024-03-31 36,377 $1,522,000 0
   REGAL INVESTMENT ADVISORS, LLC 184 - 2023-12-31 37,297 $1,517,000 -261
   Kades & Cheifetz LLC 29 - 2023-12-31 37,188 $1,513,000 1,623
   Mirador Capital Partners LP 62 - 2024-03-31 35,975 $1,505,000 1,463
   Evanson Asset Management LLC 84 - 2024-03-31 35,967 $1,505,000 -837
   FFG RETIREMENT ADVISORS LLC 27 - 2023-12-31 36,485 $1,484,000 -20,858
   J.W. COLE ADVISORS INC. 250 - 2023-12-31 33,235 $1,352,000 804
   Total Clarity Wealth Management Inc. - 2023-12-31 32,992 $1,342,000 3,301
   OLD MISSION CAPITAL LLC 366 - 2023-12-31 32,122 $1,307,000 -5,033
   GSA CAPITAL PARTNERS LLP 273 - 2023-12-31 32,023 $1,303,000 -23,700
   HIGHTOWER ADVISORS, LLC 1659 - 2023-12-31 31,863 $1,294,000 394
  100 Records found
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