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Get Institutions for : 
WisdomTree Trust Japan SmallCap Dividend Fund (DFJ)  
$76.34 0.00 (0.00%) as of 4:30 Wed 4/10


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 73    18
Total shares held : 
 2,868,324  
% of shares held : 
 80.8%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   17  
Amount of shares held : 
 1,356,197  
% of shares held change : 
   38.2%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $68.41  
Last Quarter's Ending Price : 
 $74.90  
Last Quarter's Average Price : 
 $69.79  
Change from last quarter's     
avg. price to the last closing  : 
6.55 (9.39%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
24
 506,391
 17.65%
 
Increased Positions :
12
 995,286
 34.7%
 
Unchanged Positions :
24
 56,194
 1.96%
 
Decreased Positions :
13
-80,764
-2.82%
 
Closed Positions :
6
-64,716
-2.26%
 
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
   Motley Fool Wealth Management LLC 22 - 2024-03-31 279,690 $21,620,000 -1,881
   FMR LLC 1584 - 2023-12-31 275,711 $20,651,000 295
   RAYMOND JAMES & ASSOCIATES 947 - 2024-03-31 186,466 $14,414,000 10,099
   MORGAN STANLEY 3082 - 2023-12-31 175,578 $13,151,000 6,367
   TOWNSQUARE CAPITAL LLC 100 *New 2023-12-31 153,324 $11,484,000 153,324
   Vontobel Holding Ltd. 277 - 2024-03-31 80,313 $6,208,000 -465
   Barry Investment Advisors LLC 16 - 2024-03-31 75,683 $5,850,000 1,939
   Schoolcraft Capital LLC 19 - 2024-03-31 67,791 $5,240,000 -3,529
   LPL FINANCIAL CORP 1737 - 2024-03-31 67,172 $5,192,000 29,514
   HPM Partners LLC *New 2023-12-31 42,542 $3,186,000 42,542
   FLOW TRADERS U.S. LLC 188 - 2023-12-31 30,825 $2,309,000 15,460
   Regency Capital Management Inc.DE 26 - 2024-03-31 26,708 $2,065,000 3,447
   STIFEL FINANCIAL CORP 1646 - 2023-12-31 27,303 $2,045,000 -24,044
   UBS Group AG 2823 - 2023-12-31 27,017 $2,024,000 -814
   NKCFO LLC 20 - 2024-03-31 24,550 $1,898,000 0
   EisnerAmper Wealth Management Corporate Benefits L 34 *New 2023-12-31 24,496 $1,835,000 24,496
   3EDGE Asset Management LP 30 - 2024-03-31 21,033 $1,626,000 -927,257
   Alliance Wealth Advisors LLC /UT 57 *New 2023-12-31 21,600 $1,618,000 21,600
   ROYAL BANK OF CANADA 2757 - 2023-12-31 20,321 $1,522,000 12,791
   BANK OF AMERICA CORP /DE/ 3750 - 2023-12-31 19,589 $1,467,000 -14,289
   JANE STREET GROUP LLC 2770 - 2023-12-31 19,392 $1,452,000 6,819
   Wallace Advisory Group LLC 20 *New 2024-03-31 18,380 $1,377,000 18,380
   Arete Wealth Advisors LLC 205 *New 2023-12-31 16,739 $1,254,000 16,739
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2329 - 2024-03-31 15,420 $1,192,000 15,420
   Beacon Pointe Advisors LLC 654 *New 2023-12-31 13,350 $1,000,000 13,350
   Baird Financial Group Inc. 1203 *New 2023-12-31 10,532 $789,000 10,532
   Financial Network Wealth Advisors LLC 42 - 2023-12-31 7,356 $551,000 0
   MERCER GLOBAL ADVISORS INC /ADV 1271 *New 2023-12-31 7,239 $542,000 7,239
   Bay Colony Advisory Group Inc d/b/a Bay Colony Adv 206 - 2024-03-31 6,610 $511,000 95
   HARTLINE INVESTMENT CORP/ 206 *New 2024-03-31 6,610 $511,000 6,610
   PETERSEN FLYNN & DINSMORE INC 73 - 2024-03-31 6,462 $500,000 440
   NATIONAL BANK OF CANADA /FI/ 1133 - 2023-12-31 6,361 $473,000 -49
   AE Wealth Management LLC 1477 *New 2023-12-31 6,168 $456,000 6,168
   DFPG INVESTMENTS INC. 442 *New 2023-12-31 5,787 $428,000 5,787
   ROBERTS GLORE & CO INC /IL/ 133 - 2024-03-31 5,540 $428,000 2
   MATHER GROUP, INC. 432 - 2024-03-31 4,183 $313,000 -834
   PARAGON CAPITAL MANAGEMENT LTD 108 - 2024-03-31 4,000 $309,000 0
   Core Wealth Partners LLC 103 - 2024-03-31 3,500 $271,000 0
   Fort Sheridan Advisors LLC 164 - 2023-12-31 3,420 $256,000 0
   E&G Advisors LP 175 - 2024-03-31 3,191 $247,000 -20
   MEITAV DASH INVESTMENTS LTD 210 - 2024-03-31 3,170 $245,000 0
   PROSPERA FINANCIAL SERVICES 938 - 2023-12-31 3,139 $235,000 -23,780
   WAYNE HUMMER INVESTMENTS L.L.C. 448 *New 2024-03-31 2,600 $201,000 2,600
   PNC FINANCIAL SERVICES GROUP INC 2379 - 2024-03-31 1,905 $147,000 0
   WELLS FARGO & CO/MN 4265 - 2024-03-31 1,451 $112,000 -618
   Main Management LLC 80 - 2023-12-31 1,265 $95,000 0
   HM PAYSON & CO 527 - 2023-12-31 1,000 $75,000 0
   SMITHFIELD TRUST CO 506 - 2024-03-31 925 $72,000 -19
   Advisor Group Holdings Inc. 4679 - 2024-03-31 666 $51,000 -2,066
   HANSON INVESTMENT MANAGEMENT 302 - 2024-03-31 620 $48,000 0
   Steward Partners Investment Advisory LLC 2021 *New 2023-12-31 625 $47,000 625
   Global Retirement Partners LLC 1543 - 2024-03-31 458 $35,000 -25
   PRIVATE TRUST CO NA 1231 - 2024-03-31 458 $35,000 -25
   BLAIR WILLIAM & CO/IL 1631 - 2024-03-31 438 $34,000 0
   BESSEMER GROUP INC 1401 *New 2023-12-31 412 $31,000 412
   CWM LLC 3138 *New 2024-03-31 167 $13,000 167
   CARDIFF PARK ADVISORS LLC 311 - 2023-12-31 170 $13,000 0
   TSFG LLC 453 - 2024-03-31 149 $12,000 0
   Lindbrook Capital LLC 1735 - 2024-03-31 92 $7,000 0
   Qube Research & Technologies Ltd 3237 - 2023-12-31 90 $7,000 -22
   Asset Dedication LLC 811 - 2024-03-31 50 $4,000 -50
   ICA Group Wealth Management LLC 1213 *New 2023-12-31 19 $1,000 19
   J P MORGAN CHASE & CO 5303 - 2024-03-31 15 $1,000 0
   BAKER TILLY FINANCIAL LLC 414 *Closed 2024-03-31 0 $0 -13,938
   SITTNER & NELSON LLC 467 *New 2024-03-31 3 $0 3
   Orion Portfolio Solutions LLC 1680 *Closed 2024-03-31 0 $0 -38,856
   BANK OF NEW YORK MELLON CORP 4135 *Closed 2024-03-31 0 $0 -6,620
   OLD MISSION CAPITAL LLC 944 *Closed 2023-12-31 0 $0 -35,919
   Eldridge Investment Advisors Inc. 146 *Closed 2024-03-31 0 $0 -15,400
   TOWER RESEARCH CAPITAL LLC 5891 - 2023-12-31 3 $0 0
   HUNTINGTON NATIONAL BANK 2394 - 2024-03-31 1 $0 0
   Strategic Blueprint LLC 605 *Closed 2024-03-31 0 $0 -5,186
   Financial Gravity Wealth Inc. 859 - 2023-12-31 0 $0 0
   BANK OF MONTREAL /CAN/ 3477 *Closed 2023-12-31 0 $0 -219
   Fortitude Family Office LLC 1058 *Closed 2024-03-31 0 $0 -508
   Matrix Trust Co 86 *Closed 2024-03-31 0 $0 -2,162
   PROEQUITIES INC. 7644 - 2024-03-31 0 $0 0
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 2438 *Closed 2024-03-31 0 $0 -9,828
   FirstPurpose Wealth LLC 222 *Closed 2024-03-31 0 $0 -5,413
   ADVISORY SERVICES NETWORK, LLC 3443 *Closed 2024-03-31 0 $0 -125
   CITADEL ADVISORS LLC 6640 *Closed 2023-12-31 0 $0 -5,761
   Portside Wealth Group LLC 380 *Closed 2024-03-31 0 $0 -38,867
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 3387 *Closed 2024-03-31 0 $0 -50,918
  83 Records found
  1    
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