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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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Parcion Private Wealth LLC 58 - 2024-03-31 132,075 $4,316,000 0
   Salomon & Ludwin LLC 46 - 2023-12-31 142,165 $4,009,000 0
   TRUEPOINT, INC. 56 - 2023-12-31 65,000 $2,091,000 0
   MODERA WEALTH MANAGEMENT, LLC 230 - 2023-12-31 57,211 $1,840,000 0
   Platform Technology Partners 62 - 2023-12-31 39,781 $1,256,000 0
   Round Rock Advisors LLC 69 - 2024-03-31 31,955 $1,044,000 0
   SPINNAKER TRUST 143 - 2023-12-31 26,411 $850,000 0
   PETRA FINANCIAL ADVISORS INC 49 - 2024-03-31 25,305 $827,000 0
   MILESTONE GROUP INC 110 - 2023-12-31 20,641 $664,000 0
   Principle Wealth Partners LLC 198 - 2024-03-31 19,240 $629,000 0
   ROBINSON SMITH WEALTH ADVISORS LLC 44 - 2024-03-31 18,741 $612,000 0
   BROWN ADVISORY HOLDINGS INC 930 - 2024-03-31 16,376 $535,000 0
   ACCREDITED INVESTORS INC. 123 - 2023-12-31 15,245 $490,000 0
   Strategic Financial Group LLC - 2023-12-31 15,007 $483,000 0
   PERSONAL CFO SOLUTIONS LLC 304 - 2023-12-31 11,990 $386,000 0
   Sebold Capital Management Inc. 50 - 2024-03-31 11,621 $380,000 0
   Sterling Investment Counsel LLC 107 - 2024-03-31 10,748 $351,000 0
   Hilltop Partners LLC 71 - 2023-12-31 10,855 $349,000 0
   HB Wealth Management LLC 571 - 2023-12-31 10,368 $334,000 0
   Berger Financial Group Inc 302 - 2024-03-31 8,063 $263,000 0
   VANCE WEALTH INC. 73 - 2023-12-31 7,728 $249,000 0
   Madrona Financial Services LLC 83 - 2024-03-31 7,145 $233,000 0
   Geneos Wealth Management Inc. - 2023-12-31 6,567 $211,000 0
   LEGACY PRIVATE TRUST CO. 220 - 2024-03-31 6,280 $205,000 0
   OPTIMUM INVESTMENT ADVISORS 192 - 2024-03-31 5,670 $185,000 0
   BROWN BROTHERS HARRIMAN & CO 539 - 2023-12-31 4,828 $155,000 0
   Householder Group Estate & Retirement Specialist L - 2023-12-31 4,222 $135,000 0
   Bank of New Hampshire 229 - 2024-03-31 3,890 $127,000 0
   MCF Advisors LLC 276 - 2024-03-31 3,621 $118,000 0
   Heritage Wealth Advisors 259 - 2023-12-31 3,469 $112,000 0
   Moisand Fitzgerald Tamayo LLC 131 - 2024-03-31 3,249 $106,000 0
   Viewpoint Capital Management LLC 114 - 2024-03-31 2,856 $93,000 0
   PNC FINANCIAL SERVICES GROUP INC 2682 - 2023-12-31 2,733 $88,000 0
   WEBSTER BANK 284 - 2024-03-31 2,604 $85,000 0
   AYRSHIRE ASSOCIATES INC 268 - 2023-12-31 2,590 $83,000 0
   US BANCORP 2439 - 2023-12-31 2,389 $77,000 0
   United Community Bank 268 - 2023-12-31 2,281 $73,000 0
   ENDURANCE WEALTH MANAGEMENT, INC. 302 - 2023-06-30 2,400 $69,000 0
   Versant Capital Management Inc 241 - 2024-03-31 1,944 $64,000 0
   PROVENCE WEALTH MANAGEMENT GROUP 212 - 2023-12-31 1,800 $58,000 0
   Private Ocean LLC 235 - 2024-03-31 1,626 $53,000 0
   BIDWELL C M & ASSOCIATES LTD/ 222 - 2023-12-31 1,470 $47,000 0
   PrairieView Partners LLC - 2023-12-31 1,298 $42,000 0
   BDO Wealth Advisors LLC 475 - 2023-06-30 1,395 $40,000 0
   SIGNATUREFD, LLC 1615 - 2023-12-31 1,161 $37,000 0
   Missouri Trust & Investment Co 231 - 2023-12-31 975 $31,000 0
   CULLEN FROST BANKERS INC 730 - 2023-12-31 906 $29,000 0
   Pinnacle Bank 514 - 2024-03-31 735 $24,000 0
   Aspire Private Capital LLC 320 - 2024-03-31 654 $21,000 0
   Asset Dedication LLC 598 - 2024-03-31 561 $19,000 0
   HOLLENCREST SECURITIES LLC 664 - 2023-12-31 504 $16,000 0
   SCBT FINANCIAL CORP 437 - 2023-12-31 479 $15,000 0
   AdvisorNet Financial Inc 1253 - 2024-03-31 350 $11,000 0
   Crewe Advisors LLC 207 - 2023-12-31 299 $10,000 0
   Northwest Capital Management Inc 397 - 2024-03-31 267 $9,000 0
   Eukles Asset Management 157 - 2023-12-31 234 $8,000 0
   Piscataqua Savings Bank 285 - 2024-03-31 258 $8,000 0
   Capital Advisors Ltd. LLC 826 - 2024-03-31 186 $6,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV 1309 - 2023-12-31 109 $4,000 0
   Red Cedar Capital LLC 153 - 2022-12-31 144 $4,000 0
   Nalls Sherbakoff Group LLC 325 - 2023-12-31 134 $4,000 0
   TUCKER ASSET MANAGEMENT LLC 709 - 2023-12-31 82 $3,000 0
   Parallel Advisors LLC 2716 - 2023-12-31 100 $3,000 0
   NVWM LLC 372 - 2023-12-31 42 $1,000 0
   Atlantic Trust LLC 405 - 2023-12-31 21 $1,000 0
   BARTLETT & CO. LLC 1153 - 2023-12-31 44 $1,000 0
   BARTLETT & CO. WEALTH MANAGEMENT LLC 1158 - 2023-12-31 44 $1,000 0
   EPG Wealth Management LLC 430 - 2023-12-31 3 $0 0
   Financial Gravity Wealth Inc. 986 - 2023-12-31 8 $0 0
  69 Records found
  1    
  Page 1 of 1
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