Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
WisdomTree SmallCap Dividend (DES)  
$31.38 0.49 (1.59%) as of 4:30 Thu 5/2


Download
     
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
   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
   ROYAL BANK OF CANADA 933 - 2023-12-31 908,134 $29,214,000 -69,683
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 630 - 2024-03-31 447,318 $14,618,000 -81,101
   COMMONWEALTH EQUITY SERVICES LLC. 629 - 2023-12-31 393,232 $12,650,000 -5,323
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 262 - 2023-12-31 328,617 $10,572,000 -17,487
   RAYMOND JAMES & ASSOCIATES 1122 - 2024-03-31 321,711 $10,514,000 -1,585
   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
   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
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 641 - 2024-03-31 162,258 $5,303,000 -8,282
   SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 53 - 2023-12-31 162,693 $5,234,000 -2,625
   VALMARK ADVISERS INC 83 - 2023-12-31 159,871 $5,143,000 -3,669
   H&H Retirement Design & Management INC 9 - 2024-03-31 143,235 $4,475,000 -16,746
   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
   BUCKINGHAM CAPITAL MANAGEMENT, INC. 52 - 2024-03-31 100,570 $3,287,000 -20,307
   H D Vest Advisory Services 388 - 2023-12-31 98,228 $3,160,000 -2,378
   VAUGHAN AND COMPANY SECURITIES INC. - 2023-12-31 89,287 $2,872,000 -8,036
   Orion Portfolio Solutions LLC 478 - 2023-12-31 87,189 $2,756,000 -13,337
   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
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1177 - 2024-03-31 69,778 $2,280,000 -5,875
   JNBA FINANCIAL ADVISORS 59 - 2024-03-31 67,382 $2,202,000 -16,591
   Ascent Group LLC 136 - 2023-12-31 69,356 $2,190,000 -4,394
   INVENIO WEALTH PARTNERS LLC 20 - 2023-12-31 60,488 $1,946,000 -6,831
   ASPEN INVESTMENT MANAGEMENT INC 25 - 2024-03-31 59,308 $1,938,000 -448
   WEST BANCORPORATION INC - 2023-12-31 59,677 $1,920,000 -7,835
   Capital Analysts Inc. 170 - 2023-12-31 57,154 $1,839,000 -16
   Ten Capital Wealth Advisors LLC 26 - 2023-06-30 63,145 $1,817,000 -10,811
   180 WEALTH ADVISORS LLC 81 - 2024-03-31 55,530 $1,815,000 -274
   NBT BANK N A /NY 153 - 2024-03-31 53,750 $1,757,000 -892
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 801 - 2023-09-30 59,918 $1,690,000 -3,038
   PARSEC FINANCIAL MANAGEMENT, INC. 142 - 2023-03-31 58,101 $1,659,000 -180
   TFG Advisers LLC 41 - 2023-12-31 49,566 $1,595,000 -1,659
   IAG Wealth Partners LLC 43 - 2024-03-31 46,384 $1,516,000 -149
   Integrys Wealth Advisors LLC 42 - 2024-03-31 46,110 $1,507,000 -2,199
   SC&H Financial Advisors Inc. 37 - 2023-12-31 45,349 $1,459,000 -17,426
   FINANCIAL ADVISORY PARTNERS LLC 51 - 2024-03-31 43,384 $1,418,000 -32,273
   Waterfront Wealth Inc. 76 - 2023-12-31 39,575 $1,273,000 -1,858
   Beacon Pointe Advisors LLC 590 - 2023-12-31 38,857 $1,250,000 -2,172
   HBK SORCE ADVISORY LLC - 2023-12-31 37,211 $1,197,000 -553
   FFG RETIREMENT ADVISORS LLC 33 - 2023-12-31 31,724 $1,021,000 -164
   WESBANCO BANK INC 294 - 2024-03-31 31,137 $1,018,000 -1,585
   GYL Financial Synergies LLC 181 - 2023-12-31 30,836 $992,000 -278
   COMERICA BANK 1542 - 2023-12-31 30,506 $981,000 -1,255
   PFG FINANCIAL ADVISORS 98 - 2024-03-31 29,304 $958,000 -247
   IFP Advisors Inc 407 - 2023-12-31 26,588 $855,000 -2,221
   BAYSTATE WEALTH MANAGEMENT LLC 106 - 2023-12-31 24,806 $798,000 -1,227
   Bristlecone Advisors LLC 152 - 2024-03-31 24,316 $795,000 -6,054
   Wambolt & Associates LLC 120 - 2023-12-31 24,679 $794,000 -7,996
   Sunbelt Securities Inc. 216 - 2024-03-31 23,456 $767,000 -692
   FinTrust Capital Advisors LLC 134 - 2023-12-31 22,384 $720,000 -729
   WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 284 - 2023-12-31 21,009 $676,000 -30
   Atria Wealth Solutions Inc. 1068 - 2023-12-31 19,996 $643,000 -1,399
   Insight Advisors LLC/ PA - 2023-12-31 19,025 $612,000 -237
   Investment Partners Asset Management Inc. 61 - 2024-03-31 17,462 $571,000 -85
   PINNACLE ASSOCIATES LTD 563 - 2024-03-31 17,087 $558,000 -2,327
   Chicago Partners Investment Group LLC 420 - 2024-03-31 17,342 $548,000 -1,909
   HENGEHOLD CAPITAL MANAGEMENT LLC 107 - 2024-03-31 16,684 $545,000 -3,175
   JT Stratford LLC 175 - 2023-12-31 16,706 $537,000 -957
   Bickling Financial Services Inc. 56 - 2022-12-31 18,276 $520,000 -70
   Archetype Wealth Partners LLC 56 - 2023-12-31 15,958 $513,000 -1,017
   Csenge Advisory Group 405 - 2023-12-31 15,600 $502,000 -1
   Pinnacle Wealth Management Advisory Group LLC 191 - 2023-12-31 14,714 $473,000 -2,325
   Cherry Tree Wealth Management LLC 88 - 2023-12-31 14,541 $468,000 -2,451
   BANK OF MONTREAL /CAN/ 2080 - 2023-12-31 14,035 $460,000 -1,616
   Collaborative Wealth Managment Inc. 88 - 2023-12-31 14,061 $452,000 -86
   TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 192 - 2023-12-31 14,062 $452,000 -2,398
   New Hampshire Trust 120 - 2024-03-31 13,662 $446,000 -94
   SageView Advisory Group LLC 366 - 2023-12-31 13,583 $431,000 -2,610
   HANCOCK HOLDING CO 474 - 2023-12-31 12,955 $417,000 -12,681
   McNamara Financial Services Inc. 53 - 2024-03-31 11,895 $389,000 -1,752
   MOLLER FINANCIAL SERVICES 41 - 2024-03-31 11,378 $372,000 -454
   CFG ASSET MANAGEMENT LLC 138 - 2023-12-31 11,370 $366,000 -2,285
   Ally Invest Advisors Inc. 46 - 2023-12-31 11,097 $357,000 -605
   ADVISORY SERVICES NETWORK, LLC 1022 - 2023-12-31 10,968 $353,000 -436
   NEUBERGER BERMAN GROUP LLC 1594 - 2023-12-31 10,478 $337,000 -1,148
   FIRST NATIONAL TRUST CO 323 - 2024-03-31 9,851 $322,000 -210
   Southland Equity Partners LLC 150 - 2024-03-31 9,703 $317,000 -205
   EP WEALTH ADVISORS, INC. 599 - 2023-12-31 9,806 $315,000 -509
   PLIMOTH TRUST CO LLC 141 - 2024-03-31 9,446 $309,000 -3,475
   Sigma Planning Corp 614 - 2023-12-31 9,222 $297,000 -14,420
   Colorado Capital Management Inc. 78 - 2024-03-31 8,440 $276,000 -226
   Integrated Wealth Concepts LLC 1302 - 2023-12-31 8,357 $269,000 -583
   CAPE ANN SAVINGS BANK 75 - 2023-12-31 8,260 $255,000 -1,452
   Gray Wealth Management Inc. 100 - 2023-12-31 7,899 $254,000 -160
   John W. Brooker & Co. CPAs 69 - 2024-03-31 7,498 $245,000 -226
   RAYMOND JAMES TRUST CO 1112 - 2024-03-31 7,166 $234,000 -56
   HARBOUR INVESTMENTS INC. 892 - 2023-12-31 5,668 $182,000 -179
   Colonial Trust Co / SC 298 - 2023-12-31 4,944 $161,000 -360
   GPS Wealth Strategies Group LLC 279 - 2023-12-31 4,757 $153,000 -182
   Rockbridge Investment Management LCC 142 - 2023-12-31 4,516 $145,000 -3,436
   BENJAMIN F. EDWARDS & COMPANY INC. 1047 - 2023-12-31 3,074 $99,000 -338
   Resurgent Financial Advisors LLC 269 - 2023-12-31 2,515 $81,000 -183
   PRIVATE TRUST CO NA 989 - 2024-03-31 2,159 $71,000 -261
   Spire Wealth Management 1108 - 2024-03-31 2,155 $70,000 -1,427
  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