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Get Institutions for : 
WisdomTree SmallCap Dividend (DES)  
$31.38 0.49 (1.59%) as of 4:30 Thu 5/2


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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  : 
2.34 (8.06%)  




 
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
   M&T BANK CORP 141 - 2023-12-31 1,072,863 $34,514,000 131,260
   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
   CI Private Wealth LLC 495 - 2023-12-31 341,510 $10,986,000 2,650
   MERCER GLOBAL ADVISORS INC /ADV 320 - 2023-12-31 294,525 $9,475,000 52,028
   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
   Key Financial Inc 17 - 2023-12-31 160,246 $5,155,000 13,349
   HC Advisors LLC - 2023-12-31 156,534 $5,036,000 1,000
   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
   EMPIRICAL FINANCIAL SERVICES, LLC 110 - 2023-12-31 136,420 $4,389,000 8,774
   J P MORGAN CHASE & CO 2560 - 2023-12-31 127,177 $4,091,000 22,061
   Wealthcare Advisory Partners LLC 130 - 2024-03-31 122,318 $3,997,000 8,327
   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
   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
   Evanson Asset Management LLC 49 - 2024-03-31 97,923 $3,200,000 1,095
   HPM Partners LLC - 2023-12-31 92,324 $2,972,000 6,847
   Apollon Wealth Management LLC 189 - 2023-12-31 88,974 $2,862,000 26,975
   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
   Alhambra Investment Partners LLC 22 - 2024-03-31 67,341 $2,201,000 753
   JONES FINANCIAL COMPANIES LLLP 172 - 2023-12-31 59,829 $1,925,000 1,149
   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
   Intercontinental Wealth Advisors LLC 44 - 2023-06-30 58,052 $1,671,000 3
   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
   Powers Advisory Group LLC 24 - 2024-03-31 48,851 $1,596,000 523
   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
   ALASKA PERMANENT CAPITAL MANAGEMENT 31 - 2024-03-31 37,318 $1,220,000 5,230
   CAPTRUST FINANCIAL ADVISORS 1159 - 2023-12-31 37,518 $1,207,000 10
   Connecticut Wealth Management LLC 127 - 2023-12-31 36,634 $1,179,000 729
   HALBERT, HARGROVE/RUSSELL LLC 39 - 2024-03-31 36,001 $1,177,000 6,603
   Goss Wealth Management LLC 851 - 2023-12-31 37,545 $1,176,000 32,059
   BANK OF NEW YORK MELLON CORP 3084 - 2024-03-31 33,884 $1,107,000 25,311
   Miracle Mile Advisors LLC 251 - 2024-03-31 33,746 $1,103,000 15,584
   OPUS CAPITAL GROUP LLC 49 - 2024-03-31 32,806 $1,072,000 150
   TWO SIGMA INVESTMENTS LLC 1948 - 2023-12-31 31,200 $1,004,000 6,300
   BANK OF OKLAHOMA NATIONAL ASSOCIATION / 463 - 2023-12-31 30,248 $973,000 2,380
   MATHER GROUP, INC. 231 - 2024-03-31 29,328 $943,000 3,561
   IFG Advisory LLC 251 - 2023-12-31 29,196 $939,000 450
   OPPENHEIMER & CO INC 733 - 2023-12-31 28,837 $928,000 2,112
   THRIVENT FINANCIAL FOR LUTHERANS 1893 - 2023-12-31 25,241 $812,000 3,171
   Resources Investment Advisors Inc. 548 - 2023-12-31 24,878 $800,000 12,261
   HARBOR INVESTMENT ADVISORY LLC 182 - 2024-03-31 24,184 $790,000 13,171
   SMITH MOORE & CO. 190 - 2023-12-31 24,101 $775,000 6,453
   Sharper & Granite LLC 66 - 2024-03-31 24,205 $770,000 1,010
   MARINER WEALTH ADVISORS, LLC 1624 - 2023-12-31 23,812 $766,000 16,137
   F&V CAPITAL MANAGEMENT, LLC 35 - 2024-03-31 22,840 $746,000 1,545
   Emerald Investment Partners LLC - 2023-12-31 23,013 $741,000 132
   Steward Partners Investment Advisory LLC 832 - 2023-12-31 22,982 $739,000 755
   BSC PRIVATE WEALTH MANAGEMENT LLC 77 - 2023-12-31 22,444 $722,000 1,254
   Independence Bank of Kentucky 111 - 2024-03-31 21,675 $708,000 3,780
   BUCKINGHAM ASSET MANAGEMENT, LLC 387 - 2023-12-31 21,047 $677,000 189
   MARINO STRAM & ASSOCIATES LLC 97 - 2024-03-31 20,111 $657,000 17
   Rehmann Capital Advisory Group 288 - 2023-12-31 17,378 $559,000 41
   Equitable Holdings Inc. 746 - 2023-12-31 16,907 $544,000 3,023
   Ronald Blue Trust Inc. 241 - 2023-12-31 18,038 $509,000 18,037
   Integrated Advisors Network LLC 451 - 2023-12-31 14,450 $465,000 1,400
   BURNS WEALTH MANAGEMENT, INC. 348 - 2023-12-31 14,167 $456,000 1,067
   FOUNDERS FINANCIAL SECURITIES LLC 280 - 2024-03-31 13,682 $447,000 1,111
   F3Logic LLC 119 - 2022-12-31 15,653 $445,000 151
   PARK AVENUE SECURITIES LLC 1031 - 2024-03-31 12,844 $420,000 1,526
   WAYNE HUMMER INVESTMENTS L.L.C. 305 - 2023-12-31 12,572 $404,000 700
   INVESCO LTD 3221 - 2023-12-31 12,202 $393,000 627
   Oakmont Partners LLC 540 - 2024-03-31 11,689 $382,000 182
   Verdence Capital Advisors LLC 427 - 2024-03-31 10,720 $350,000 111
   PACIFIC SUN FINANCIAL CORP 127 - 2023-12-31 10,640 $342,000 50
   Diversified LLC 101 - 2023-12-31 10,519 $338,000 125
   PFG Investments LLC 705 - 2024-03-31 9,972 $326,000 40
   BRADY FAMILY WEALTH LLC 99 - 2023-12-31 10,050 $323,000 21
   Gallagher Fiduciary Advisors LLC 143 - 2023-12-31 9,389 $302,000 73
   NATIONAL ASSET MANAGEMENT, INC. 1057 - 2023-12-31 9,239 $298,000 1,651
   Strategic Financial Concepts LLC 233 - 2024-03-31 8,894 $291,000 8,894
   J.W. COLE ADVISORS INC. 659 - 2023-12-31 8,955 $288,000 1,607
   Buckingham Strategic Partners 334 - 2023-12-31 8,914 $287,000 1,814
   O SHAUGHNESSY ASSET MANAGEMENT LLC 1305 - 2023-12-31 7,623 $245,000 287
   HANSON MCCLAIN, INC. 731 - 2024-03-31 7,136 $233,000 265
   CWM LLC 1450 - 2024-03-31 6,837 $223,000 2,679
   FMR LLC 2782 - 2023-12-31 6,797 $219,000 2,009
   BENJAMIN EDWARDS INC 424 - 2023-12-31 2,733 $88,000 111
   ICA Group Wealth Management LLC 389 - 2023-12-31 2,658 $86,000 2,658
  100 Records found
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