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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
   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
   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
   J P MORGAN CHASE & CO 1457 - 2023-12-31 605,727 $24,641,000 387,558
   COMMONWEALTH EQUITY SERVICES LLC. 447 - 2024-03-31 543,344 $22,734,000 19,837
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 286 - 2023-09-30 482,445 $18,082,000 2,084
   Engrave Wealth Partners LLC 7 - 2023-12-31 398,466 $16,210,000 9,498
   RAYMOND JAMES & ASSOCIATES 923 - 2024-03-31 359,850 $15,056,000 1,453
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 500 - 2023-12-31 363,174 $14,774,000 343,091
   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
   BABSON CAPITAL MANAGEMENT LLC 40 - 2023-12-31 232,724 $9,467,000 111,412
   Kestra Advisory Services LLC 296 - 2023-12-31 219,051 $8,911,000 8,254
   ALLIANCEBERNSTEIN L.P. 1255 - 2023-12-31 201,303 $8,189,000 3,059
   BAKER AVENUE ASSET MANAGEMENT, LP 73 - 2023-12-31 175,515 $7,140,000 7,850
   BANK OF NEW YORK MELLON CORP 2180 - 2024-03-31 157,218 $6,578,000 2,576
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 987 - 2024-03-31 155,973 $6,526,000 3,348
   Orion Portfolio Solutions LLC 282 - 2023-12-31 137,925 $5,532,000 5,042
   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
   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
   Clayton Financial Group LLC - 2024-03-31 97,487 $4,079,000 9,458
   VALMARK ADVISERS INC 117 - 2023-12-31 80,731 $3,284,000 4,430
   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
   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
   GFS ADVISORS, LLC 59 - 2024-03-31 53,872 $2,254,000 472
   GSA CAPITAL PARTNERS LLP 121 - 2024-03-31 46,616 $1,950,000 14,593
   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
   Koshinski Asset Management Inc. 99 - 2023-12-31 43,905 $1,786,000 16,486
   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
   Old Port Advisors 58 - 2023-09-30 43,675 $1,637,000 23,164
   FFG RETIREMENT ADVISORS LLC - 2024-03-31 37,359 $1,563,000 874
   Financial Partners Group Inc 44 - 2023-12-31 37,585 $1,529,000 2,691
   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
   J.W. COLE ADVISORS INC. - 2024-03-31 34,056 $1,425,000 821
   HIGHTOWER ADVISORS, LLC 1659 - 2023-12-31 31,863 $1,294,000 394
   PFG Advisors 230 - 2023-12-31 30,276 $1,232,000 23,877
   CAMELOT PORTFOLIOS, LLC - 2023-12-31 28,963 $1,178,000 3,593
   DRIVE WEALTH MANAGEMENT LLC 64 - 2024-03-31 26,429 $1,106,000 713
   Newbridge Financial Services Group Inc. 48 - 2024-03-31 25,911 $1,084,000 10,694
   Endowment Wealth Management Inc. 30 - 2023-12-31 24,387 $992,000 810
   CIBC WORLD MARKETS INC. 707 - 2023-12-31 22,382 $910,000 16,202
   Atria Wealth Solutions Inc. 960 - 2023-12-31 19,609 $798,000 4,285
   Birchcreek Wealth Management LLC - 2024-03-31 18,512 $775,000 1,165
   Wealthcare Advisory Partners LLC 460 - 2024-03-31 17,252 $722,000 714
   FINANCIAL ENGINES ADVISORS L.L.C. 205 - 2023-12-31 16,222 $660,000 316
   MBA Advisors LLC 66 - 2024-03-31 15,289 $640,000 711
   Western Wealth Management LLC 315 - 2024-03-31 14,736 $617,000 713
   My Legacy Advisors LLC 136 - 2023-12-31 15,529 $614,000 2,693
   Element Wealth LLC 48 - 2023-12-31 14,711 $598,000 2,059
   BANCORPSOUTH BANK 208 - 2023-12-31 14,407 $586,000 2,299
   Clarity Capital Partners LLC - 2024-03-31 13,271 $555,000 192
   LAZARD ASSET MANAGEMENT LLC 919 - 2023-12-31 12,174 $494,000 8,728
   SageView Advisory Group LLC 373 - 2023-12-31 10,570 $423,000 1,111
   Wealthfront Advisers LLC 762 - 2024-03-31 9,553 $400,000 3,065
   NBC SECURITIES INC. 508 - 2024-03-31 9,537 $399,000 1,955
   SAWGRASS ASSET MANAGEMENT LLC 151 - 2023-12-31 9,170 $373,000 170
   MONEY CONCEPTS CAPITAL CORP 320 - 2024-03-31 8,393 $351,000 306
   B&D White Capital Company LLC 43 - 2023-12-31 8,526 $347,000 89
   Procyon Private Wealth Partners LLC 403 - 2024-03-31 7,952 $333,000 50
   FSC Wealth Advisors LLC 45 - 2024-03-31 7,656 $320,000 3,290
   Three Bridge Wealth Advisors LLC 73 - 2023-12-31 7,857 $320,000 18
   TRUSTCORE FINANCIAL SERVICES LLC 213 - 2022-12-31 8,916 $318,000 13
   AlphaCore Capital LLC 183 - 2023-12-31 7,637 $311,000 14
   Narus Financial Partners LLC 111 - 2024-03-31 7,043 $295,000 314
   Efficient Wealth Management LLC 61 - 2024-03-31 6,841 $287,000 2
   MCCORMACK ADVISORS INTERNATIONAL 835 - 2023-12-31 6,772 $275,000 813
   PBMares Wealth Management LLC - 2024-03-31 6,578 $275,000 610
   Evergreen Wealth Solutions LLC 91 - 2023-12-31 6,725 $274,000 1,171
   SMITH MOORE & CO. 343 - 2023-12-31 6,626 $270,000 297
   New England Private Wealth Advisors LLC 112 - 2023-12-31 6,209 $253,000 3
   Austin Wealth Management LLC 99 - 2023-12-31 6,078 $249,000 319
   Claro Advisors LLC 358 - 2024-03-31 5,764 $241,000 53
   Elgethun Capital Management 108 - 2023-12-31 5,870 $239,000 6
   Investors Research Corp 308 - 2023-12-31 5,572 $227,000 4,008
   SIGNATUREFD, LLC - 2024-03-31 5,400 $226,000 25
   EPG Wealth Management LLC 243 - 2023-12-31 4,741 $190,000 17
   SIMPLEX TRADING LLC 1034 - 2024-03-31 4,125 $172,000 253
   Global Retirement Partners LLC 843 - 2024-03-31 4,071 $170,000 20
   CREATIVE FINANCIAL DESIGNS INC /ADV - 2024-03-31 3,328 $139,000 721
   HARBOUR INVESTMENTS INC. 1016 - 2023-12-31 3,292 $134,000 229
   Nelson Van Denburg & Campbell Wealth Management Gr - 2024-03-31 2,501 $101,000 2,400
   PRIVATE TRUST CO NA 1006 - 2024-03-31 1,570 $66,000 818
   PARKSIDE FINANCIAL BANK & TRUST - 2024-03-31 952 $40,000 442
   HighMark Wealth Management LLC - 2024-03-31 440 $18,000 2
   HANSON MCCLAIN, INC. 1912 - 2024-03-31 354 $15,000 232
   Cribstone Capital Management LLC 275 - 2022-12-31 199 $7,000 80
   Beacon Capital Management LLC 638 - 2023-12-31 121 $5,000 4
   HOWE & RUSLING INC 345 - 2023-12-31 105 $4,000 105

  100 Records found
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