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Get Institutions for : 
WisdomTree SmallCap Dividend (DES)  
$30.54 0.03 (0.1%) as of 4:30 Thu 4/18


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 288    3
Total shares held : 
 27,393,900  
% of shares held : 
 46.04%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -8  
Amount of shares held : 
 -359,309  
% of shares held change : 
   -0.6%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $27.78  
Last Quarter's Ending Price : 
 $32.17  
Last Quarter's Average Price : 
 $29.04  
Change from last quarter's     
avg. price to the last closing  : 
1.50 (5.17%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
14
 431,970
 1.58%
 
Increased Positions :
99
 1,044,636
 3.81%
 
Unchanged Positions :
71
 1,045,501
 3.82%
 
Decreased Positions :
104
-1,402,749
-5.12%
 
Closed Positions :
17
-433,166
-1.58%
 
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 1415 - 2023-12-31 2,134,614 $68,671,000 18,032
   BANK OF AMERICA CORP /DE/ 1053 - 2023-12-31 1,886,515 $60,689,000 35,651
   UBS Group AG 601 - 2023-12-31 1,886,019 $60,673,000 59,408
   LPL FINANCIAL CORP 464 - 2023-12-31 1,731,190 $55,692,000 -24,243
   CREATIVE PLANNING 122 - 2023-12-31 1,573,221 $50,611,000 -25,456
   M&T BANK CORP 141 - 2023-12-31 1,072,863 $34,514,000 131,260
   ROYAL BANK OF CANADA 933 - 2023-12-31 908,134 $29,214,000 -69,683
   WELLS FARGO & CO/MN 932 - 2023-12-31 810,176 $26,063,000 182,230
   AMERIPRISE FINANCIAL INC 1184 - 2023-12-31 712,267 $22,920,000 19,113
   KEYBANK NATIONAL ASSOCIATION/OH 167 - 2023-12-31 638,859 $20,552,000 16,297
   ENVESTNET ASSET MANAGEMENT INC 1056 - 2023-12-31 598,908 $19,267,000 59,679
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 540 - 2023-12-31 528,419 $16,999,000 16,633
   COMMONWEALTH EQUITY SERVICES LLC. 629 - 2023-12-31 393,232 $12,650,000 -5,323
   CI Private Wealth LLC 495 - 2023-12-31 341,510 $10,986,000 2,650
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 262 - 2023-12-31 328,617 $10,572,000 -17,487
   RAYMOND JAMES & ASSOCIATES 1079 - 2023-12-31 323,296 $10,400,000 -2,204
   YCMNET ADVISORS INC 68 - 2023-12-31 318,238 $10,238,000 -12,139
   Kestra Advisory Services LLC 276 - 2023-12-31 310,918 $10,002,000 -8,035
   Advisor Group Holdings Inc. 819 - 2023-12-31 304,563 $9,798,000 -62,944
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 190 - 2023-12-31 303,790 $9,773,000 -831,039
   MERCER GLOBAL ADVISORS INC /ADV 320 - 2023-12-31 294,525 $9,475,000 52,028
   EisnerAmper Wealth Management Corporate Benefits L 9 - 2023-12-31 284,436 $9,150,000 -3,305
   IHT Wealth Management LLC 49 - 2023-12-31 264,266 $8,501,000 -32,537
   Baird Financial Group Inc. 515 - 2023-12-31 252,782 $8,132,000 15,376
   BB&T CORP 689 - 2023-12-31 248,885 $8,007,000 11,360
   BIP Wealth LLC 31 - 2023-12-31 222,680 $7,164,000 4,961
   STIFEL FINANCIAL CORP 929 - 2023-12-31 218,585 $7,032,000 5,209
   Private Portfolio Partners LLC 15 - 2023-12-31 186,743 $6,008,000 2,543
   Dynamic Advisors Solutions LLC 133 - 2024-03-31 182,922 $5,978,000 1,979
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 585 - 2023-12-31 170,540 $5,486,000 12,744
   SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 53 - 2023-12-31 162,693 $5,234,000 -2,625
   Key Financial Inc 17 - 2023-12-31 160,246 $5,155,000 13,349
   VALMARK ADVISERS INC 83 - 2023-12-31 159,871 $5,143,000 -3,669
   HC Advisors LLC - 2023-12-31 156,534 $5,036,000 1,000
   H&H Retirement Design & Management INC 10 - 2023-12-31 159,981 $4,927,000 3,626
   JANNEY MONTGOMERY SCOTT LLC 739 - 2023-12-31 150,631 $4,846,000 3,412
   RMB CAPITAL MANAGEMENT LLC 160 - 2023-12-31 147,843 $4,756,000 14,148
   Melone Private Wealth LLC 15 - 2023-12-31 139,640 $4,492,000 3,561
   BEACON FINANCIAL GROUP 51 - 2023-12-31 139,387 $4,484,000 21,033
   HIGHTOWER ADVISORS, LLC 1012 - 2023-12-31 138,707 $4,463,000 47,132
   Meridian Wealth Management LLC 80 *New 2023-12-31 136,790 $4,401,000 136,790
   EMPIRICAL FINANCIAL SERVICES, LLC 110 - 2023-12-31 136,420 $4,389,000 8,774
   Parcion Private Wealth LLC - 2023-12-31 132,075 $4,249,000 0
   J P MORGAN CHASE & CO 2560 - 2023-12-31 127,177 $4,091,000 22,061
   Salomon & Ludwin LLC 46 - 2023-12-31 142,165 $4,009,000 0
   Frazier Financial Advisors LLC 6 - 2023-12-31 124,277 $3,998,000 0
   Del-Sette Capital Management LLC 9 - 2023-12-31 123,432 $3,971,000 -1,692
   Gladstone Institutional Advisory LLC 118 - 2023-12-31 122,297 $3,934,000 -11,993
   Kades & Cheifetz LLC 12 - 2023-12-31 115,480 $3,715,000 2,788
   Cetera Investment Advisers 547 - 2023-12-31 114,673 $3,689,000 2,791
   STOCK YARDS BANK & TRUST CO 119 - 2023-12-31 114,643 $3,688,000 1,365
   Wealthcare Advisory Partners LLC 116 - 2023-12-31 113,991 $3,667,000 -8,237
   FINANCIAL NETWORK 726 - 2023-12-31 110,694 $3,561,000 7,050
   Rockefeller Capital Management L.P. 736 - 2023-12-31 106,877 $3,438,000 12,759
   BUCKINGHAM CAPITAL MANAGEMENT, INC. 52 - 2024-03-31 100,570 $3,287,000 -20,307
   Evanson Asset Management LLC 49 - 2024-03-31 97,923 $3,200,000 1,095
   H D Vest Advisory Services 388 - 2023-12-31 98,228 $3,160,000 -2,378
   HPM Partners LLC - 2023-12-31 92,324 $2,972,000 6,847
   VAUGHAN AND COMPANY SECURITIES INC. - 2023-12-31 89,287 $2,872,000 -8,036
   JPL Wealth Management LLC 6 - 2023-12-31 89,101 $2,866,000 0
   Apollon Wealth Management LLC 189 - 2023-12-31 88,974 $2,862,000 26,975
   Orion Portfolio Solutions LLC 478 - 2023-12-31 87,189 $2,756,000 -13,337
   JNBA FINANCIAL ADVISORS 53 - 2023-12-31 83,973 $2,701,000 -15,625
   FINANCIAL COUNSELORS INC - 2023-12-31 83,558 $2,688,000 -1,144
   DB Wealth Management Group LLC 16 - 2023-12-31 80,971 $2,605,000 -9,369
   FINANCIAL ADVISORY PARTNERS LLC 45 - 2023-12-31 75,657 $2,434,000 1,047
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1072 - 2023-12-31 75,653 $2,434,000 -4,083
   VESTOR CAPITAL CORP 75 - 2023-12-31 74,287 $2,390,000 117
   CLS INVESTMENT FIRM LLC 407 - 2022-12-31 83,875 $2,385,000 28
   Private Advisor Group LLC 699 - 2023-12-31 72,785 $2,335,000 2,004
   Ascent Group LLC 136 - 2023-12-31 69,356 $2,190,000 -4,394
   Alhambra Investment Partners LLC 13 - 2023-12-31 66,588 $2,142,000 653
   TRUEPOINT, INC. 56 - 2023-12-31 65,000 $2,091,000 0
   INVENIO WEALTH PARTNERS LLC 20 - 2023-12-31 60,488 $1,946,000 -6,831
   JONES FINANCIAL COMPANIES LLLP 172 - 2023-12-31 59,829 $1,925,000 1,149
   ASPEN INVESTMENT MANAGEMENT INC 27 - 2023-12-31 59,756 $1,922,000 302
   WEST BANCORPORATION INC - 2023-12-31 59,677 $1,920,000 -7,835
   MODERA WEALTH MANAGEMENT, LLC 230 - 2023-12-31 57,211 $1,840,000 0
   Capital Analysts Inc. 170 - 2023-12-31 57,154 $1,839,000 -16
   PROSPERA FINANCIAL SERVICES 327 *New 2023-12-31 56,627 $1,822,000 56,627
   Ten Capital Wealth Advisors LLC 26 - 2023-06-30 63,145 $1,817,000 -10,811
   180 WEALTH ADVISORS LLC - 2023-12-31 55,804 $1,799,000 -726
   Financial Planning & Information Services Inc. 41 - 2023-12-31 55,587 $1,788,000 689
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 799 - 2023-12-31 55,196 $1,776,000 4,138
   NBT BANK N A /NY 153 - 2023-12-31 54,642 $1,758,000 29,631
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 801 - 2023-09-30 59,918 $1,690,000 -3,038
   Intercontinental Wealth Advisors LLC 44 - 2023-06-30 58,052 $1,671,000 3
   PARSEC FINANCIAL MANAGEMENT, INC. 142 - 2023-03-31 58,101 $1,659,000 -180
   OHE FINANCIAL INC 84 - 2023-12-31 50,294 $1,618,000 1,067
   MULTIFINANCIAL SECURITIES CORP 578 - 2023-12-31 49,992 $1,608,000 455
   TFG Advisers LLC 41 - 2023-12-31 49,566 $1,595,000 -1,659
   Powers Advisory Group LLC 22 - 2023-12-31 48,328 $1,555,000 2,287
   Integrys Wealth Advisors LLC 42 - 2024-03-31 46,110 $1,507,000 -2,199
   IAG Wealth Partners LLC 41 - 2023-12-31 46,533 $1,497,000 -1,570
   SC&H Financial Advisors Inc. 37 - 2023-12-31 45,349 $1,459,000 -17,426
   MML INVESTORS SERVICES LLC 1199 - 2023-12-31 40,582 $1,306,000 5,090
   MONTECITO BANK & TRUST 90 - 2024-03-31 39,881 $1,303,000 464
   Waterfront Wealth Inc. 76 - 2023-12-31 39,575 $1,273,000 -1,858
   Platform Technology Partners 62 - 2023-12-31 39,781 $1,256,000 0
   Beacon Pointe Advisors LLC 590 - 2023-12-31 38,857 $1,250,000 -2,172
  100 Records found
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