Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
WisdomTree Emerging Markets Equity Incme (DEM)  
$43.04 0.15 (0.35%) as of 4:30 Tue 5/7


Download
     
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  
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
   UBS Group AG 552 - 2023-12-31 1,675,816 $68,172,000 -81,301
   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
   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
   Miracle Mile Advisors LLC 53 - 2024-03-31 438,040 $18,328,000 -124,725
   H D Vest Advisory Services 97 - 2023-12-31 431,595 $17,557,000 -27,153
   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
   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
   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
   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
   InterOcean Capital Group LLC 109 - 2023-12-31 94,379 $3,839,000 -9,697
   Strategic Financial Group LLC - 2023-12-31 88,495 $3,600,000 -2,942
   JANNEY MONTGOMERY SCOTT LLC 913 - 2024-03-31 80,197 $3,355,000 -6,092
   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
   Steward Partners Investment Advisory LLC 401 - 2023-12-31 72,560 $2,952,000 -2,245
   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
   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 - 2024-03-31 51,961 $2,174,000 -2,328
   JNBA FINANCIAL ADVISORS 69 - 2024-03-31 43,722 $1,829,000 -49,012
   All Season Financial Advisors Inc. 18 - 2024-03-31 43,084 $1,803,000 -28,665
   Equitable Holdings Inc. 439 - 2023-12-31 43,803 $1,782,000 -9,161
   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
   JANNEY CAPITAL MANAGEMENT LLC 128 - 2024-03-31 37,935 $1,587,000 -595
   REGAL INVESTMENT ADVISORS, LLC 184 - 2023-12-31 37,297 $1,517,000 -261
   Evanson Asset Management LLC 84 - 2024-03-31 35,967 $1,505,000 -837
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1446 - 2024-03-31 35,920 $1,503,000 -1,523
   OLD MISSION CAPITAL LLC 366 - 2023-12-31 32,122 $1,307,000 -5,033
   FMR LLC 2257 - 2023-12-31 30,986 $1,261,000 -1,938
   CX Institutional 250 - 2024-03-31 29,237 $1,223,000 -6,369
   Stratos Wealth Partners LTD. 577 - 2024-03-31 28,557 $1,195,000 -31,198
   Integrated Wealth Concepts LLC 657 - 2023-12-31 28,779 $1,171,000 -13,723
   FIRST CITY CAPITAL MANAGEMENT INC 41 - 2023-12-31 27,771 $1,130,000 -1,135
   GRAYHAWK INVESTMENT STRATEGIES INC. 32 - 2023-12-31 27,000 $1,098,000 -2,100
   INVENIO WEALTH PARTNERS LLC 31 - 2023-12-31 25,188 $1,025,000 -6,806
   AXXCESS WEALTH MANAGEMENT LLC 384 - 2023-12-31 21,494 $874,000 -5,448
   TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 158 - 2023-12-31 20,736 $844,000 -5,849
   PRECEDENT WEALTH PARTNERS LLC 73 - 2024-03-31 19,640 $822,000 -7,310
   Private Advisor Group LLC - 2024-03-31 19,286 $807,000 -6,091
   CFG ASSET MANAGEMENT LLC 122 - 2023-12-31 18,800 $765,000 -2,710
   Next Level Private LLC 57 - 2024-03-31 17,560 $735,000 -1,009
   Brandywine Oak Private Wealth LLC 114 - 2023-12-31 17,958 $731,000 -2,390
   COLONY GROUP LLC 492 - 2023-09-30 17,973 $674,000 -375
   NORTHCAPE WEALTH MANAGEMENT LLC 81 - 2024-03-31 15,955 $668,000 -3,212
   MISSION WEALTH MANAGEMENT LLC - 2024-03-31 15,639 $654,000 -69
   CITIGROUP INC 2429 - 2023-12-31 15,299 $622,000 -208
   NATIONAL ASSET MANAGEMENT, INC. 710 - 2023-12-31 15,251 $620,000 -281
   Cresset Asset Management LLC 1101 - 2023-12-31 15,063 $613,000 -4,377
   Beacon Pointe Advisors LLC 823 - 2023-12-31 14,747 $600,000 -11,396
   Larson Financial Group LLC - 2024-03-31 13,965 $584,000 -546
   PARK AVENUE SECURITIES LLC 904 - 2024-03-31 13,380 $560,000 -77
   Fernwood Investment Management LLC 112 - 2023-12-31 13,455 $547,000 -600
   GYL Financial Synergies LLC 233 - 2023-12-31 13,021 $530,000 -1,614
   ALTFEST L J & CO INC 186 - 2024-03-31 12,451 $521,000 -62
   Your Advocates Ltd. LLP 20 - 2024-03-31 12,256 $513,000 -2,096
   MONTECITO BANK & TRUST 174 - 2024-03-31 12,019 $503,000 -44
   OARSMAN CAPITAL, INC. 127 - 2023-12-31 11,652 $474,000 -300
   Total Clarity Wealth Management Inc. 151 - 2024-03-31 11,302 $473,000 -21,690
   Visionary Horizons LLC 56 - 2024-03-31 10,600 $443,000 -70
   ZRC WEALTH MANAGEMENT LLC 72 - 2024-03-31 10,528 $440,000 -108
   Klingman & Associates LLC 152 - 2024-03-31 10,358 $433,000 -74
   Apollon Wealth Management LLC - 2024-03-31 10,288 $430,000 -108
   Sharper & Granite LLC 81 - 2024-03-31 10,175 $429,000 -420
   BSC PRIVATE WEALTH MANAGEMENT LLC 100 - 2023-12-31 10,305 $419,000 -13
   Hartland & Co. LLC 337 - 2023-12-31 10,312 $419,000 -1,902
   Krasney Financial LLC 208 - 2024-03-31 9,246 $387,000 -54
   RATHBONE BROTHERS PLC 432 - 2023-12-31 9,525 $387,000 -2,670
   KLR INVESTMENT ADVISORS LLC 103 - 2024-03-31 9,314 $384,000 -1,203
   MCKINLEY CARTER WEALTH SERVICES, INC. 240 - 2024-03-31 8,422 $352,000 -529
   Ally Invest Advisors Inc. 48 - 2023-12-31 8,569 $349,000 -431
   Eagle Strategies LLC 198 - 2024-03-31 8,274 $346,000 -221,822
   Gateway Wealth Partners LLC 147 - 2023-12-31 7,759 $316,000 -1,774
   American Institute for Advanced Investment Managem 102 - 2024-03-31 7,330 $307,000 -4,592
   Acorn Wealth Advisors LLC 138 - 2024-03-31 7,063 $296,000 -173
   Coastwise Capital Group LLC 86 - 2023-12-31 7,029 $286,000 -294
   OHE FINANCIAL INC 211 - 2023-12-31 6,669 $271,000 -7,962
   BLAIR WILLIAM & CO/IL 1294 - 2023-12-31 6,513 $265,000 -1,649
   GUIDANCE CAPITAL INC 160 - 2024-03-31 5,871 $244,000 -2,377
   Elwood & Goetz Wealth Advisory Group LLC 79 - 2024-03-31 5,720 $239,000 -12
   Ascent Group LLC 456 - 2023-12-31 5,724 $233,000 -613
   Strategic Advocates LLC 112 - 2024-03-31 5,575 $233,000 -4,363
   Pine Valley Investments Ltd Liability Co 410 - 2023-12-31 5,393 $219,000 -234
   Rockbridge Investment Management LCC 114 - 2023-12-31 4,864 $198,000 -3,111
   FinTrust Capital Advisors LLC 291 - 2024-03-31 4,480 $187,000 -589
   Strategic Investment Solutions Inc. /IL 148 - 2023-12-31 2,900 $118,000 -179,800
  100 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us