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Get Institutions for : 
Wisdomtree Us Smallcap Dividend Growth Fund (DGRS)  
$48.80 0.03 (0.07%) as of 4:30 Mon 5/13


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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  : 
6.48 (15.32%)  




 
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  
Free Registration Required For Full Results

            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
   LPL FINANCIAL CORP 1125 - 2024-03-31 278,162 $13,808,000 36,763
   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
   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
   LVM CAPITAL MANAGEMENT LTD/MI 36 - 2024-03-31 124,695 $6,190,000 15,440
   CWM LLC 495 - 2024-03-31 68,751 $3,413,000 4,198
   BOSTON FINANCIAL MANGEMENT INC /MA 136 - 2024-03-31 44,460 $2,207,000 1,815
   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
   ROYAL BANK OF CANADA 2980 - 2023-12-31 24,542 $1,164,000 892
   J P MORGAN CHASE & CO 3337 - 2024-03-31 21,273 $1,056,000 7,818
   HANSON MCCLAIN, INC. 403 - 2024-03-31 20,796 $1,032,000 4
   Private Advisor Group LLC 1173 - 2024-03-31 19,381 $962,000 4,819
   J O HAMBRO INVESTMENT MANAGEMENT LTD 71 - 2024-03-31 18,880 $960,000 790
   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
   Princeton Global Asset Management LLC 87 - 2024-03-31 16,894 $839,000 5,267
   My Legacy Advisors LLC 102 - 2023-12-31 18,029 $824,000 7,395
   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
   Golden State Equity Partners 195 - 2023-12-31 10,247 $486,000 472
   Advisor Resource Council 135 - 2024-03-31 8,791 $417,000 8,791
   Patriot Financial Group Insurance Agency LLC 363 - 2024-03-31 6,076 $302,000 565
   RMR Wealth Builders 216 - 2024-03-31 5,755 $286,000 290
   CREATIVE FINANCIAL DESIGNS INC /ADV 403 - 2024-03-31 4,304 $214,000 1,851
   Global Retirement Partners LLC 890 - 2024-03-31 3,061 $152,000 2
   FinTrust Capital Advisors LLC 337 - 2024-03-31 2,772 $138,000 457
   Sunbelt Securities Inc. 695 - 2024-03-31 2,060 $102,000 23
   Coastal Investment Advisors Inc. 529 - 2024-03-31 1,285 $64,000 1,285
   ICA Group Wealth Management LLC 640 - 2023-12-31 591 $28,000 591
  33 Records found
  1    
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