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Get Institutions for : 
Wisdomtree Us Dividend Growth Fund (DGRW)  
$73.69 0.28 (0.38%) as of 4:30 Fri 4/26


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 536    23
Total shares held : 
 117,144,300  
% of shares held : 
 88.23%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   98  
Amount of shares held : 
 10,125,829  
% of shares held change : 
   7.63%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $63.34  
Last Quarter's Ending Price : 
 $70.28  
Last Quarter's Average Price : 
 $66.04  
Change from last quarter's     
avg. price to the last closing  : 
7.65 (11.58%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
48
 1,988,399
 1.7%
 
Increased Positions :
227
 11,328,756
 9.67%
 
Unchanged Positions :
109
 2,257,322
 1.93%
 
Decreased Positions :
152
-2,975,702
-2.54%
 
Closed Positions :
25
-215,624
-0.18%
 
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
   PNC FINANCIAL SERVICES GROUP INC 10 - 2023-12-31 17,647,809 $1,240,288,000 3,143,031
   BANK OF AMERICA CORP /DE/ 240 - 2023-12-31 10,694,114 $751,582,000 1,052,300
   LPL FINANCIAL CORP 55 - 2023-12-31 8,381,397 $589,045,000 803,415
   Hamilton Capital Management Inc. 1 - 2023-12-31 7,174,562 $504,228,000 -74,253
   MORGAN STANLEY 415 - 2023-12-31 6,835,428 $480,394,000 621,485
   AMERIPRISE FINANCIAL INC 207 - 2023-12-31 5,072,422 $356,507,000 -81,663
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 49 - 2023-12-31 3,679,722 $258,611,000 254,238
   HIGHTOWER ADVISORS, LLC 72 - 2023-12-31 2,440,283 $171,490,000 68,433
   UBS Group AG 277 - 2023-12-31 2,361,213 $165,946,000 380,946
   Private Advisor Group LLC 18 - 2023-12-31 1,596,678 $112,215,000 136,960
   EMPLOYEES RETIREMENT SYSTEM OF TEXAS 18 *New 2023-12-31 1,422,300 $99,959,000 1,422,300
   RAYMOND JAMES & ASSOCIATES 241 - 2023-12-31 1,321,856 $92,900,000 57,114
   WELLS FARGO & CO/MN 487 - 2023-12-31 1,240,378 $87,174,000 13,305
   ROYAL BANK OF CANADA 521 - 2023-12-31 1,235,624 $86,839,000 189,898
   One Capital Management LLC 4 - 2023-12-31 1,194,063 $83,919,000 -1,988
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 132 - 2024-03-31 830,462 $63,273,000 -156,733
   BSC PRIVATE WEALTH MANAGEMENT LLC 3 - 2023-12-31 892,099 $62,697,000 7,011
   WADDELL & ASSOCIATES LLC 3 - 2023-12-31 870,606 $61,186,000 13,871
   RVW Wealth LLC 2 - 2024-03-31 796,557 $60,690,000 36,693
   TAIYO LIFE INSURANCE CO - 2023-12-31 850,000 $59,738,000 0
   COMMONWEALTH EQUITY SERVICES LLC. 194 - 2023-12-31 780,581 $54,859,000 39,974
   BEACON FINANCIAL GROUP 1 - 2023-12-31 780,040 $54,821,000 152,521
   Relative Value Partners Group LLC 7 - 2023-12-31 766,034 $53,837,000 10,969
   BOSTON FINANCIAL MANGEMENT INC /MA 11 - 2023-12-31 756,699 $53,181,000 3,586
   Prestige Wealth Management Group LLC 1 - 2023-12-31 750,127 $52,719,000 -8,898
   TOWNSQUARE CAPITAL LLC 23 - 2023-12-31 749,681 $52,688,000 35,610
   Legacy Financial Advisors Inc. 1 - 2023-12-31 719,616 $50,575,000 -544
   Private Wealth Strategies L.L.C. 3 - 2023-12-31 703,398 $49,435,000 7,274
   FINANCIAL NETWORK 74 - 2023-12-31 701,468 $49,299,000 -7,847
   ENVESTNET ASSET MANAGEMENT INC 628 - 2023-12-31 680,703 $47,840,000 -22,225
   Prime Capital Investment Advisors LLC - 2023-12-31 666,982 $46,875,000 108,707
   Cetera Investment Advisers 40 - 2023-12-31 659,907 $46,378,000 4,916
   Equitable Holdings Inc. 41 - 2023-12-31 651,387 $45,779,000 1,173
   Glassman Wealth Services 4 - 2023-12-31 640,007 $44,980,000 81,829
   Spinnaker Investment Group LLC 2 - 2024-03-31 571,713 $43,559,000 -643
   J P MORGAN CHASE & CO 1161 - 2023-12-31 617,523 $43,400,000 364,620
   Fundamentun LLC 4 - 2024-03-31 559,274 $42,611,000 -15,707
   THRIVENT FINANCIAL FOR LUTHERANS 278 - 2023-12-31 593,132 $41,685,000 100,017
   SNS Financial Group LLC - 2023-12-31 585,436 $41,144,000 1,050
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 102 - 2023-12-31 578,864 $40,683,000 7,580
   SAVANT CAPITAL MANAGEMENT INC 37 - 2023-12-31 578,219 $40,637,000 -18,895
   Rockefeller Capital Management L.P. 176 - 2023-12-31 552,300 $38,816,000 55,259
   Advisor Group Holdings Inc. 281 - 2023-12-31 521,163 $36,629,000 -231,594
   Bouchey Financial Group Ltd 7 - 2023-12-31 515,353 $36,219,000 3,670
   NewEdge Wealth LLC 24 - 2023-12-31 479,057 $33,668,000 -1,674
   Resources Investment Advisors Inc. 39 - 2023-12-31 476,932 $33,519,000 -10,368
   Kestra Advisory Services LLC 67 - 2023-12-31 474,875 $33,374,000 384
   IFP Advisors Inc 5 - 2023-12-31 448,665 $31,535,000 -16,921
   Fiduciary Planning LLC - 2023-12-31 447,107 $31,423,000 301,805
   SkyView Investment Advisors LLC 4 - 2023-12-31 434,788 $30,564,000 349,935
   GPS Wealth Strategies Group LLC 2 - 2023-12-31 430,557 $30,259,000 -59,862
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 247 - 2023-12-31 427,425 $30,039,000 -15,592
   BILLEAUD CAPITAL MANAGEMENT INC. 5 - 2023-12-31 416,309 $29,999,000 23,604
   KB FINANCIAL PARTNERS LLC 4 - 2023-09-30 457,422 $29,402,000 -64
   MULTIFINANCIAL SECURITIES CORP 51 - 2023-12-31 409,005 $28,745,000 153,213
   Per Stirling Capital Management LLC. 3 - 2023-12-31 403,648 $28,368,000 -25,390
   Aspire Capital Advisors LLC 1 - 2023-12-31 372,845 $26,204,000 -192
   Choice Wealth Advisors LLC 2 - 2024-03-31 331,175 $25,232,000 -6,967
   STIFEL FINANCIAL CORP 460 - 2023-12-31 326,418 $22,940,000 101,020
   MARINER WEALTH ADVISORS, LLC 288 - 2023-12-31 315,837 $22,197,000 -13,770
   LVM CAPITAL MANAGEMENT LTD/MI 10 - 2024-03-31 282,037 $21,488,000 6,705
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 266 - 2023-09-30 335,578 $21,306,000 -39,244
   IAM Advisory LLC 5 - 2024-03-31 274,793 $20,936,000 -2,196
   ACT Advisors LLC. 3 *New 2024-03-31 270,477 $20,608,000 270,477
   H D Vest Advisory Services 80 - 2023-12-31 290,686 $20,429,000 32,490
   OHE FINANCIAL INC 6 - 2023-12-31 283,258 $19,907,000 13,377
   Team Financial Group LLC 3 - 2023-12-31 276,572 $19,437,000 21,191
   HB Wealth Management LLC 41 - 2023-12-31 275,494 $19,362,000 -2,592
   Eaton Financial Holdings Company LLC 2 - 2024-03-31 253,418 $19,308,000 -1,813
   JANNEY MONTGOMERY SCOTT LLC 305 - 2023-12-31 273,537 $19,224,000 4,627
   GREAT VALLEY ADVISOR GROUP INC. 35 - 2023-12-31 273,008 $19,187,000 206,204
   Amplius Wealth Advisors LLC 13 - 2024-03-31 244,559 $18,633,000 -360,741
   Concurrent Investment Advisors LLC 18 - 2023-12-31 264,102 $18,561,000 0
   BB&T CORP 434 - 2023-12-31 253,380 $17,808,000 17,250
   Sanchez Wealth Management Group 6 - 2023-12-31 246,618 $17,332,000 83,648
   CWM LLC 212 - 2024-03-31 227,245 $17,314,000 31,816
   AVAII WEALTH MANAGEMENT LLC 2 - 2023-12-31 230,641 $16,209,000 25,270
   BANK OF NEW YORK MELLON CORP 1712 - 2023-12-31 225,878 $15,875,000 -150,735
   CONTINUUM WEALTH ADVISORS LLC 4 - 2023-12-31 224,441 $15,774,000 7,815
   WIN ADVISORS INC 4 - 2023-12-31 218,956 $15,388,000 218,956
   AE Wealth Management LLC 288 - 2023-12-31 214,084 $15,356,000 -35,699
   RMB CAPITAL MANAGEMENT LLC 67 - 2023-12-31 213,231 $14,986,000 -9,979
   PALO ALTO WEALTH ADVISORS LLC 2 - 2023-12-31 208,679 $14,666,000 -1,883
   Paul Damon & Associates Inc. 1 - 2023-12-31 202,679 $14,244,000 -15,237
   TMD Wealth Management LLC 6 - 2023-12-31 200,464 $14,089,000 178,910
   KESTRA PRIVATE WEALTH SERVICES LLC 66 - 2023-12-31 199,204 $14,000,000 47,272
   Hobbs Group Advisors LLC 3 - 2023-12-31 198,878 $13,977,000 0
   Camden Capital LLC 20 - 2023-12-31 198,598 $13,957,000 -10,702
   FORTE CAPITAL LLC /ADV 16 *New 2023-12-31 197,592 $13,887,000 197,592
   MML INVESTORS SERVICES LLC 296 - 2023-12-31 197,450 $13,877,000 23,558
   GeoWealth Management LLC 16 - 2023-12-31 195,829 $13,763,000 161,383
   WEALTH MANAGEMENT RESOURCES INC. 6 - 2024-03-31 178,368 $13,590,000 -2,110
   Atria Wealth Solutions Inc. 128 - 2023-12-31 191,127 $13,432,000 2,367
   Lauer Wealth LLC 3 - 2024-03-31 178,770 $13,318,000 9,383
   FOCUS FINANCIAL NETWORK INC /ADV 39 - 2023-12-31 181,762 $12,774,000 0
   DAVIDSON D A & CO 130 - 2023-12-31 180,149 $12,661,000 3,830
   Sontag Advisory LLC 59 - 2023-12-31 177,306 $12,461,000 -4,880
   Sequoia Financial Advisors LLC - 2023-12-31 177,195 $12,453,000 -8,217
   PFS INVESTMENTS INC. 113 - 2023-06-30 184,016 $12,267,000 184,016
   TITLEIST ASSET MANAGEMENT LLC 9 - 2023-12-31 172,212 $12,103,000 2,532
  100 Records found
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