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Get Institutions for : 
WisdomTree Emerging Markets Equity Incme (DEM)  
$43.04 0.15 (0.35%) as of 4:30 Tue 5/7


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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  : 
4.76 (12.43%)  




 
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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   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
   Private Wealth Advisors LLC *New 2023-12-31 171,922 $6,994,000 171,922
   Sutton Wealth Advisors Inc. 8 *New 2023-09-30 140,211 $5,255,000 140,211
   Williams Financial LLC 8 *New 2024-03-31 93,610 $3,917,000 93,610
   BEACON FINANCIAL GROUP 80 *New 2023-12-31 67,833 $2,759,000 67,833
   INTL FCSTONE INC. 80 *New 2024-03-31 65,214 $2,729,000 65,214
   GOLDMAN SACHS GROUP INC/ 3580 *New 2023-12-31 21,200 $862,000 21,200
   COLONY GROUP, LLC 511 *New 2023-12-31 17,668 $719,000 17,668
   MARINER WEALTH ADVISORS, LLC 1753 *New 2023-12-31 16,107 $655,000 16,107
   CULLEN CAPITAL MANAGEMENT LLC 144 *New 2023-12-31 16,000 $651,000 16,000
   Advisor Resource Council 112 *New 2024-03-31 12,655 $515,000 12,655
   BROWN ADVISORY HOLDINGS INC 1025 *New 2024-03-31 8,585 $359,000 8,585
   KESTRA PRIVATE WEALTH SERVICES LLC *New 2024-03-31 8,494 $355,000 8,494
   Buckingham Strategic Partners 311 *New 2023-12-31 8,451 $344,000 8,451
   Sigma Planning Corp *New 2024-03-31 8,222 $344,000 8,222
   ANNEX ADVISORY SERVICES, LLC 233 *New 2024-03-31 6,768 $283,000 6,768
   Envestnet Portfolio Solutions Inc. 1372 *New 2023-12-31 6,352 $258,000 6,352
   TWO SIGMA SECURITIES LLC 798 *New 2023-12-31 5,499 $224,000 5,499
   Prime Capital Investment Advisors LLC *New 2023-12-31 5,334 $217,000 5,334
   SYNOVUS FINANCIAL CORP 786 *New 2023-12-31 5,083 $207,000 5,083
   Balboa Wealth Partners 209 *New 2023-12-31 5,063 $206,000 5,063
   Coastal Investment Advisors Inc. 466 *New 2024-03-31 2,709 $113,000 2,709
   VIGILANT CAPITAL MANAGEMENT LLC 238 *New 2023-06-30 1,939 $74,000 1,939
   Fairway Wealth LLC *New 2024-03-31 800 $33,000 800
   Private Ocean LLC 280 *New 2024-03-31 800 $33,000 800
   ADVISORY SERVICES NETWORK, LLC 2288 *New 2023-12-31 712 $29,000 712
   Baldrige Asset Management LLC 244 *New 2023-03-31 344 $13,000 344
   Aptus Capital Advisors LLC 812 *New 2023-12-31 175 $7,000 175
   Integrity Financial Corp /WA 199 *New 2024-03-31 55 $2,000 55
   FSA Wealth Management LLC 550 *New 2023-12-31 28 $1,000 28

  31 Records found
  1    
  Page 1 of 1
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