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Get Institutions for : 
Wisdomtree Us Smallcap Dividend Growth Fund (DGRS)  
$47.52 0.14 (0.3%) as of 4:30 Fri 4/26


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 86    1
Total shares held : 
 3,811,175  
% of shares held : 
 4.23%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   1  
Amount of shares held : 
 216,911  
% of shares held change : 
   0.24%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $40.65  
Last Quarter's Ending Price : 
 $47.44  
Last Quarter's Average Price : 
 $42.32  
Change from last quarter's     
avg. price to the last closing  : 
5.20 (12.29%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
7
 66,007
 1.73%
 
Increased Positions :
28
 393,419
 10.32%
 
Unchanged Positions :
23
 83,833
 2.2%
 
Decreased Positions :
28
-213,592
-5.6%
 
Closed Positions :
6
-28,923
-0.76%
 
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
   Private Wealth Strategies L.L.C. 8 - 2023-12-31 526,279 $24,967,000 10,077
   Hennion & Walsh Asset Management Inc. 7 - 2024-03-31 467,155 $23,190,000 52,958
   UBS Group AG 1286 - 2023-12-31 285,219 $13,531,000 8,468
   MORGAN STANLEY 3088 - 2023-12-31 274,563 $13,025,000 23,040
   LPL FINANCIAL CORP 1163 - 2023-12-31 241,399 $11,452,000 -66,490
   Venturi Wealth Management LLC 44 - 2024-03-31 229,483 $11,392,000 6,230
   Team Financial Group LLC 5 - 2023-12-31 157,999 $7,495,000 4,869
   COMMONWEALTH EQUITY SERVICES LLC. 877 - 2023-12-31 153,431 $7,279,000 -2,666
   RAYMOND JAMES & ASSOCIATES 1348 - 2024-03-31 142,916 $7,094,000 -2,612
   LINSCOMB & WILLIAMS INC 66 - 2023-12-31 146,921 $6,970,000 -8,792
   LVM CAPITAL MANAGEMENT LTD/MI 36 - 2024-03-31 124,695 $6,190,000 15,440
   Advisor Group Holdings Inc. 1141 - 2023-12-31 114,581 $5,436,000 -5,642
   BANK OF AMERICA CORP /DE/ 2829 - 2023-12-31 114,310 $5,423,000 -8,892
   XML Financial LLC 68 - 2023-12-31 88,124 $4,181,000 -43
   CWM LLC 495 - 2024-03-31 68,751 $3,413,000 4,198
   ENVESTNET ASSET MANAGEMENT INC 2447 - 2023-12-31 43,290 $2,054,000 -1,001
   BOSTON FINANCIAL MANGEMENT INC /MA 137 - 2023-12-31 42,645 $2,023,000 -3,343
   KLR INVESTMENT ADVISORS LLC 14 - 2024-03-31 35,341 $1,666,000 1,168
   PRECEDENT WEALTH PARTNERS LLC 35 - 2024-03-31 29,522 $1,465,000 656
   Joseph Group Capital Management 36 - 2023-12-31 29,937 $1,420,000 -365
   Camden Capital LLC 86 - 2023-12-31 28,616 $1,358,000 -7,190
   Collaborative Wealth Managment Inc. 36 - 2023-12-31 26,711 $1,267,000 -2,537
   ROYAL BANK OF CANADA 2980 - 2023-12-31 24,542 $1,164,000 892
   HANSON MCCLAIN, INC. 403 - 2024-03-31 20,796 $1,032,000 4
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2085 - 2024-03-31 19,021 $944,000 -12,569
   Truadvice LLC 75 - 2023-09-30 23,289 $939,000 13,343
   IHT Wealth Management LLC 415 - 2023-12-31 19,157 $909,000 19,157
   CITADEL ADVISORS LLC 3026 *New 2023-12-31 19,061 $904,000 19,061
   J O HAMBRO INVESTMENT MANAGEMENT LTD 71 - 2023-12-31 18,090 $903,000 -590
   Well Done LLC 75 - 2024-03-31 17,529 $870,000 -104
   Krasney Financial LLC 157 - 2024-03-31 17,428 $865,000 -942
   CIBC WORLD MARKETS INC. 727 *New 2023-12-31 17,727 $841,000 17,727
   My Legacy Advisors LLC 102 - 2023-12-31 18,029 $824,000 7,395
   HARBOR INVESTMENT ADVISORY LLC 180 - 2024-03-31 16,426 $815,000 -4,973
   CREATIVE PLANNING 1362 - 2023-12-31 16,829 $798,000 1,333
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1074 - 2023-12-31 15,258 $724,000 2,856
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1382 - 2024-03-31 14,276 $709,000 -897
   Private Advisor Group LLC 1300 - 2023-12-31 14,562 $691,000 2,749
   MULTIFINANCIAL SECURITIES CORP 969 *New 2023-12-31 14,027 $665,000 14,027
   Colonial River Wealth Management LLC - 2023-12-31 13,473 $639,000 -10,372
   J P MORGAN CHASE & CO 3557 - 2023-12-31 13,455 $638,000 -2,019
   Princeton Global Asset Management LLC - 2023-12-31 11,627 $552,000 150
   Golden State Equity Partners 195 - 2023-12-31 10,247 $486,000 472
   TWO SIGMA INVESTMENTS LLC 2394 - 2023-12-31 9,300 $441,000 0
   CAPITAL MANAGEMENT CORP /VA 52 - 2023-12-31 9,000 $427,000 0
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3983 - 2023-12-31 8,951 $425,000 -8,798
   Advisor Resource Council 135 - 2024-03-31 8,791 $417,000 8,791
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2563 - 2024-03-31 7,099 $352,000 -1,297
   BANCORPSOUTH BANK 266 - 2023-12-31 7,032 $334,000 -40
   Asset Dedication LLC 260 - 2024-03-31 6,424 $319,000 -100
   9258 Wealth Management LLC 252 - 2023-12-31 6,400 $304,000 0
   RMR Wealth Builders 216 - 2024-03-31 5,755 $286,000 290
   FLAGSHIP HARBOR ADVISORS LLC 536 - 2024-03-31 5,727 $284,000 0
   BROOKS MOORE & ASSOCIATES INC. 75 *New 2023-12-31 5,788 $275,000 5,788
   Patriot Financial Group Insurance Agency LLC 368 - 2023-12-31 5,511 $261,000 118
   Chicago Partners Investment Group LLC 612 - 2024-03-31 5,254 $252,000 -89
   REDMOND ASSET MANAGEMENT, LLC 148 - 2023-12-31 5,118 $243,000 0
   PARK AVENUE SECURITIES LLC 1246 *New 2024-03-31 4,902 $243,000 4,902
   SAXON INTERESTS INC. 157 - 2024-03-31 4,715 $234,000 0
   Kestra Advisory Services LLC 1996 - 2023-12-31 4,868 $231,000 -31
   Avant Capital LLC 52 - 2023-09-30 5,251 $216,000 -32
   STIFEL FINANCIAL CORP 3016 *New 2023-12-31 4,534 $215,000 4,534
   Treasure Coast Financial Planning 34 - 2024-03-31 4,084 $203,000 -641
   Global Retirement Partners LLC 890 - 2024-03-31 3,061 $152,000 2
   ORG Partners LLC 307 - 2023-12-31 3,043 $144,000 20
   Capital Advisors Ltd. LLC 319 - 2024-03-31 2,600 $129,000 0
   O SHAUGHNESSY ASSET MANAGEMENT LLC 1465 - 2023-12-31 2,675 $127,000 0
   Steward Partners Investment Advisory LLC 1589 - 2023-12-31 2,555 $121,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV 511 - 2023-12-31 2,453 $116,000 677
   WELLS FARGO & CO/MN 4222 - 2023-12-31 2,355 $112,000 1,833
   FinTrust Capital Advisors LLC 348 - 2023-12-31 2,315 $110,000 379
   Sunbelt Securities Inc. 695 - 2024-03-31 2,060 $102,000 23
   BLAIR WILLIAM & CO/IL 1541 - 2023-12-31 1,470 $70,000 -350
   Coastal Investment Advisors Inc. 529 - 2024-03-31 1,285 $64,000 1,285
   ANCORA ADVISORS, LLC 884 - 2023-12-31 1,091 $52,000 0
   S.A. Mason LLC 249 - 2024-03-31 975 $48,000 0
   FMR LLC 3497 - 2023-12-31 770 $37,000 0
   PNC FINANCIAL SERVICES GROUP INC 3131 - 2023-12-31 732 $35,000 0
   IAG Wealth Partners LLC 196 - 2024-03-31 658 $33,000 0
   Parallel Advisors LLC 1695 - 2023-12-31 627 $30,000 0
   ICA Group Wealth Management LLC 640 - 2023-12-31 591 $28,000 591
   Geneos Wealth Management Inc. - 2023-12-31 225 $11,000 0
   GUARDIAN WEALTH ADVISORS LLC / NC 384 - 2023-12-31 192 $9,000 0
   Aptus Capital Advisors LLC 797 - 2023-12-31 192 $9,000 0
   Impact Partnership Wealth LLC 520 - 2023-12-31 166 $8,000 0
   Beacon Capital Management LLC 580 - 2023-12-31 203 $8,000 0
   Goss Wealth Management LLC 2948 - 2023-12-31 160 $8,000 -3
   Main Street Group LTD 494 - 2023-12-31 159 $8,000 0
   ADVISORY SERVICES NETWORK, LLC 2943 *New 2023-12-31 155 $7,000 155
   Covestor Ltd 1804 - 2023-12-31 54 $3,000 1
   Sargent Bickham Lagudis LLC 855 - 2022-12-31 80 $3,000 1
   Smartleaf Asset Management LLC 940 - 2023-12-31 53 $3,000 0
   Front Row Advisors LLC 520 *Closed 2023-12-31 0 $0 -121
   PROEQUITIES INC. 5071 - 2023-12-31 0 $0 0
   Stratos Wealth Partners LTD. 1390 *Closed 2024-03-31 0 $0 -33,256
   Nelson Van Denburg & Campbell Wealth Management Gr 1629 *Closed 2023-12-31 0 $0 -2,164
   Orion Portfolio Solutions LLC 1732 *Closed 2023-12-31 0 $0 -16,025
  97 Records found
  1    
  Page 1 of 1
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