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Get Institutions for : 
WisdomTree Emerging Markets Div Gr ETF (DGRE)  
$25.75 0.04 (0.16%) as of 4:30 Mon 5/13


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 40    0
Total shares held : 
3,363,375  
% of shares held : 
37.37%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  6  
Amount of shares held : 
396,991  
% of shares held change : 
  4.41%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$22.10  
Last Quarter's Ending Price : 
$24.58  
Last Quarter's Average Price
$22.84  
Change from last quarter's     
avg. price to the last closing  : 
2.91 (12.74%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
4
 88,153
 2.62%
 
Increased Positions :
16
 429,749
 12.78%
 
Unchanged Positions :
10
 373,574
 11.11%
 
Decreased Positions :
10
-79,409
-2.36%
 
Closed Positions :
4
-41,502
-1.23%
 
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
   One Capital Management LLC 25 - 2024-03-31 1,354,927 $34,822,000 46,258
   LPL FINANCIAL CORP 1267 - 2024-03-31 428,303 $11,007,000 18,349
   NewEdge Wealth LLC 120 - 2024-03-31 325,497 $8,336,000 22,123
   Occidental Asset Management LLC 95 - 2024-03-31 51,525 $1,324,000 1,028
   FLOW TRADERS U.S. LLC 307 - 2023-12-31 46,711 $1,148,000 28,190
   Professional Financial Advisors LLC 60 - 2024-03-31 34,501 $887,000 885
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1904 - 2024-03-31 29,826 $767,000 19,544
   Capital Advisors Ltd. LLC 133 - 2024-03-31 25,614 $658,000 12
   Capital Analysts Inc. 297 - 2023-12-31 23,129 $569,000 654
   KMG FIDUCIARY PARTNERS LLC 177 - 2024-03-31 19,006 $488,000 62
   Advisor Group Holdings Inc. 2941 - 2024-03-31 18,890 $486,000 6,691
   EXCHANGE CAPITAL MANAGEMENT INC 154 - 2024-03-31 16,228 $417,000 5,864
   180 WEALTH ADVISORS LLC 281 - 2024-03-31 12,645 $325,000 560
   Mutual Advisors LLC 906 - 2024-03-31 10,408 $267,000 213
   Sunbelt Securities Inc. 887 - 2024-03-31 1,700 $44,000 200
   UBS Group AG 5705 - 2023-12-31 908 $22,000 792
   Scarborough Advisors LLC 212 - 2024-03-31 328 $8,000 76

  17 Records found
  1    
  Page 1 of 1
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