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Get Institutions for : 
WisdomTree Europe SmallCap Dividend Fund (DFE)  
$59.29 0.80 (1.33%) as of 4:30 Wed 4/10


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 61    3
Total shares held : 
 987,005  
% of shares held : 
 18.45%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -8  
Amount of shares held : 
 -357,780  
% of shares held change : 
   -6.69%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $51.35  
Last Quarter's Ending Price : 
 $59.63  
Last Quarter's Average Price : 
 $53.71  
Change from last quarter's     
avg. price to the last closing  : 
5.58 (10.39%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
4
 5,162
 0.52%
 
Increased Positions :
15
 35,164
 3.56%
 
Unchanged Positions :
22
 13,467
 1.36%
 
Decreased Positions :
20
-250,631
-25.39%
 
Closed Positions :
7
-147,475
-14.94%
 
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
   Intercontinental Wealth Advisors LLC 193 - 2023-06-30 8,653 $483,000 0
   St. Louis Trust Co - 2024-03-31 3,970 $229,000 0
   FinTrust Capital Advisors LLC 329 - 2024-03-31 2,500 $149,000 0
   J P MORGAN CHASE & CO 4482 - 2023-12-31 1,731 $103,000 0
   TD Waterhouse Canada Inc. 849 - 2023-12-31 1,125 $78,000 0
   HARBOR INVESTMENT ADVISORY LLC 498 - 2024-03-31 1,270 $76,000 0
   PNC FINANCIAL SERVICES GROUP INC 2801 - 2023-12-31 1,134 $68,000 0
   Capital Investment Advisory Services LLC 672 - 2024-03-31 700 $42,000 0
   NATIONAL BANK OF CANADA /FI/ 1689 - 2023-12-31 625 $37,000 0
   Sunbelt Securities Inc. 1060 - 2024-03-31 360 $22,000 0
   CWM LLC 2961 - 2024-03-31 300 $18,000 0
   Spire Wealth Management 1577 - 2024-03-31 265 $16,000 0
   TOWER RESEARCH CAPITAL LLC 4543 - 2023-12-31 134 $8,000 0
   BLAIR WILLIAM & CO/IL 1715 - 2023-12-31 95 $6,000 0
   WHITTIER TRUST CO - 2024-03-31 95 $6,000 0
   Goss Wealth Management LLC 3066 - 2023-12-31 100 $6,000 0
   HANSON MCCLAIN, INC. 2355 - 2024-03-31 83 $5,000 0
   Steward Partners Investment Advisory LLC 3053 - 2023-12-31 64 $4,000 0
   TSFG LLC 667 - 2024-03-31 26 $2,000 0
   US BANCORP 3865 - 2023-12-31 8 $0 0
   GRADIENT INVESTMENTS LLC 1503 - 2024-03-31 0 $0 0
   PROEQUITIES INC. - 2024-03-31 0 $0 0
   Cedar Mountain Advisors LLC 362 - 2024-03-31 0 $0 0
   Lowe fs LLC 306 - 2024-03-31 3 $0 0
  24 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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