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Get Institutions for : 
Wisdomtree Us Dividend Growth Fund (DGRW)  
$74.84 0.09 (0.12%) as of 4:30 Wed 5/8


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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  : 
8.80 (13.33%)  




 
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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   EMPLOYEES RETIREMENT SYSTEM OF TEXAS 18 *New 2023-12-31 1,422,300 $99,959,000 1,422,300
   ACT Advisors LLC. 3 *New 2024-03-31 270,477 $20,608,000 270,477
   Smart Money Group LLC *New 2024-03-31 228,667 $16,693,000 228,667
   FORTE CAPITAL LLC /ADV 16 *New 2023-12-31 197,592 $13,887,000 197,592
   Prosperity Consulting Group LLC *New 2024-03-31 139,581 $10,635,000 139,581
   Wealth Advisory Solutions LLC 32 *New 2024-03-31 49,709 $3,594,000 49,709
   Clear Creek Financial Management LLC 88 *New 2024-03-31 24,429 $1,861,000 24,429
   COLONY GROUP, LLC 378 *New 2023-12-31 23,566 $1,656,000 23,566
   Summit Trail Advisors LLC 181 *New 2024-03-31 16,810 $1,281,000 16,810
   GSB Wealth Management LLC *New 2024-03-31 16,278 $1,240,000 16,278
   SMITH MOORE & CO. 147 *New 2023-12-31 15,347 $1,079,000 15,347
   HARTLINE INVESTMENT CORP/ 130 *New 2024-03-31 12,601 $960,000 12,601
   Gryphon Financial Partners LLC *New 2024-03-31 11,166 $851,000 11,166
   MISSION WEALTH MANAGEMENT LLC *New 2024-03-31 10,930 $833,000 10,930
   FLOW TRADERS U.S. LLC 388 *New 2023-12-31 11,279 $793,000 11,279
   NORDEN GROUP LLC 156 *New 2024-03-31 9,620 $733,000 9,620
   Bickling Financial Services Inc. 46 *New 2022-12-31 12,129 $732,000 12,129
   AXXCESS WEALTH MANAGEMENT LLC 453 *New 2023-12-31 9,061 $637,000 9,061
   Founders Financial Alliance LLC 104 *New 2023-12-31 7,474 $525,000 7,474
   LaSalle St. Investment Advisors LLC 58 *New 2023-09-30 7,985 $507,000 7,985
   HANCOCK HOLDING CO 500 *New 2023-12-31 5,416 $381,000 5,416
   Clarus Group Inc. 66 *New 2024-03-31 4,856 $370,000 4,856
   CITIZENS FINANCIAL GROUP INC/RI 317 *New 2023-12-31 4,999 $351,000 4,999
   CENTAURUS FINANCIAL INC. 462 *New 2023-12-31 4,584 $322,000 4,584
   Burns Matteson Capital Management LLC 113 *New 2023-12-31 4,472 $314,000 4,472
   Comprehensive Portfolio Management LLC 632 *New 2024-03-31 3,990 $304,000 3,990
   Integrated Wealth Concepts LLC 1249 *New 2023-12-31 4,301 $302,000 4,301
   Visionary Wealth Advisors 393 *New 2023-12-31 4,200 $295,000 4,200
   Fermata Advisors LLC 165 *New 2024-03-31 3,827 $292,000 3,827
   JOHNSON INVESTMENT COUNSEL INC 598 *New 2023-12-31 4,070 $286,000 4,070
   Castle Rock Wealth Management LLC 190 *New 2023-12-31 3,941 $274,000 3,941
   MWA Asset Management *New 2023-12-31 3,809 $268,000 3,809
   Gallacher Capital Management LLC 205 *New 2023-12-31 3,530 $248,000 3,530
   HRT FINANCIAL LLC 1551 *New 2023-12-31 3,463 $243,000 3,463
   TORON CAPITAL MARKETS INC. 276 *New 2023-12-31 3,412 $240,000 3,412
   SpiderRock Advisors LLC 509 *New 2024-03-31 3,175 $237,000 3,175
   Detalus Advisors LLC 130 *New 2024-03-31 3,025 $230,000 3,025
   PFG Investments LLC 865 *New 2024-03-31 2,821 $215,000 2,821
   EdgeRock Capital LLC 56 *New 2023-12-31 2,926 $211,000 2,926
   McAlister Sweet & Associates Inc. 32 *New 2024-03-31 2,713 $207,000 2,713
   TIAA TRUST NATIONAL ASSOCIATION *New 2023-12-31 2,889 $203,000 2,889
   DANA INVESTMENT ADVISORS INC 414 *New 2023-12-31 2,862 $201,000 2,862
   Scarborough Advisors LLC 91 *New 2023-12-31 1,981 $139,000 1,981
   Ahrens Investment Partners LLC 300 *New 2023-03-31 935 $58,000 935
   JOHNSON FINANCIAL GROUP, INC. 437 *New 2023-12-31 800 $56,000 800
   Opal Wealth Advisors LLC 217 *New 2024-03-31 467 $36,000 467
   ZRC WEALTH MANAGEMENT LLC 246 *New 2024-03-31 471 $36,000 471
   VAN ECK ASSOCIATES CORP 1293 *New 2024-03-31 426 $32,000 426
   WOODMONT INVESTMENT COUNSEL LLC 317 *New 2024-03-31 335 $26,000 335
   PALISADE ASSET MANAGEMENT, LLC *New 2024-03-31 300 $23,000 300
   JAMISON PRIVATE WEALTH MANAGEMENT INC. 290 *New 2024-03-31 300 $23,000 300
   Element Wealth LLC 189 *New 2023-12-31 303 $21,000 303
   NORTH STAR INVESTMENT MANAGEMENT CORP. *New 2024-03-31 266 $20,000 266
   Planning Capital Management Corp 304 *New 2024-03-31 248 $19,000 248
   SRS Capital Advisors Inc. 920 *New 2023-12-31 52 $4,000 52
   HANSON INVESTMENT MANAGEMENT 456 *New 2024-03-31 22 $2,000 22
  56 Records found
  1    
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