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Get Institutions for : 
WisdomTree SmallCap Dividend (DES)  
$30.89 0.08 (0.26%) as of 4:30 Wed 5/1


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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  : 
1.85 (6.37%)  




 
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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   PROSPERA FINANCIAL SERVICES 327 *New 2023-12-31 56,627 $1,822,000 56,627
   GUIDANCE CAPITAL INC 96 *New 2024-03-31 20,387 $627,000 20,387
   Abundance Wealth Counselors 122 *New 2024-03-31 8,164 $267,000 8,164
   SAVANT CAPITAL MANAGEMENT INC 777 *New 2023-12-31 7,153 $230,000 7,153
   SYNOVUS FINANCIAL CORP 779 *New 2023-12-31 6,784 $218,000 6,784
   Fiduciary Group LLC 243 *New 2023-12-31 6,740 $217,000 6,740
   Atlantic Trust Group LLC 1046 *New 2023-12-31 6,627 $213,000 6,627
   Cedar Brook Financial Partners LLC 417 *New 2024-03-31 6,303 $206,000 6,303
   Anson Capital Inc. 55 *New 2023-12-31 6,243 $201,000 6,243
   Farther Finance Advisors LLC 817 *New 2023-12-31 2,965 $95,000 2,965
   Opal Wealth Advisors LLC 229 *New 2024-03-31 749 $24,000 749
   TOWER RESEARCH CAPITAL LLC 3552 *New 2023-12-31 704 $23,000 704
   Ahrens Investment Partners LLC 498 *New 2023-03-31 600 $17,000 600
   GHP INVESTMENT ADVISORS INC 628 *New 2024-03-31 430 $14,000 430
   CAROLINAS WEALTH CONSULTING LLC 740 *New 2023-12-31 72 $2,000 72
   SALEM INVESTMENT COUNSELORS INC 1035 *New 2024-03-31 75 $2,000 75
   SHEETS SMITH & ASSOCIATES INC 470 *New 2023-09-30 57 $2,000 57
  17 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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