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Get Institutions for : 
Wisdomtree Us Smallcap Dividend Growth Fund (DGRS)  
$48.77 0.29 (0.59%) as of 4:30 Fri 5/10


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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  : 
6.45 (15.24%)  




 
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
   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
   COMMONWEALTH EQUITY SERVICES LLC. 1014 - 2024-03-31 129,119 $6,409,000 -24,312
   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
   ENVESTNET ASSET MANAGEMENT INC 2447 - 2023-12-31 43,290 $2,054,000 -1,001
   Advisor Group Holdings Inc. 1880 - 2024-03-31 31,488 $1,563,000 -83,093
   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. 44 - 2024-03-31 21,013 $1,043,000 -5,698
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2085 - 2024-03-31 19,021 $944,000 -12,569
   Well Done LLC 75 - 2024-03-31 17,529 $870,000 -104
   Krasney Financial LLC 157 - 2024-03-31 17,428 $865,000 -942
   HARBOR INVESTMENT ADVISORY LLC 180 - 2024-03-31 16,426 $815,000 -4,973
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1382 - 2024-03-31 14,276 $709,000 -897
   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
   Chicago Partners Investment Group LLC 612 - 2024-03-31 5,254 $252,000 -89
   Colonial River Wealth Management LLC 140 - 2024-03-31 5,037 $250,000 -8,436
   REDMOND ASSET MANAGEMENT, LLC 142 - 2024-03-31 5,040 $250,000 -78
   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
   Treasure Coast Financial Planning 34 - 2024-03-31 4,084 $203,000 -641
   WELLS FARGO & CO/MN 4570 - 2024-03-31 1,327 $66,000 -1,028
   Goss Wealth Management LLC 2948 - 2023-12-31 160 $8,000 -3
  26 Records found
  1    
  Page 1 of 1
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