Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Wisdomtree Us Dividend Growth Fund (DGRW)  
$74.75 0.10 (0.13%) as of 4:30 Tue 5/7


Download
     
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  : 
8.71 (13.19%)  




 
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
   MORGAN STANLEY 415 - 2023-12-31 6,835,428 $480,394,000 621,485
   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 - 2024-03-31 1,601,009 $121,981,000 4,331
   RAYMOND JAMES & ASSOCIATES 239 - 2024-03-31 1,408,243 $107,294,000 86,387
   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
   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
   COMMONWEALTH EQUITY SERVICES LLC. 196 - 2024-03-31 784,096 $59,740,000 3,515
   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
   TOWNSQUARE CAPITAL LLC 23 - 2023-12-31 749,681 $52,688,000 35,610
   Glassman Wealth Services 3 - 2024-03-31 670,611 $51,094,000 30,604
   Private Wealth Strategies L.L.C. 3 - 2023-12-31 703,398 $49,435,000 7,274
   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
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 106 - 2024-03-31 601,792 $45,851,000 22,928
   Equitable Holdings Inc. 41 - 2023-12-31 651,387 $45,779,000 1,173
   SNS Financial Group LLC 5 - 2024-03-31 597,601 $45,531,000 12,165
   J P MORGAN CHASE & CO 1161 - 2023-12-31 617,523 $43,400,000 364,620
   THRIVENT FINANCIAL FOR LUTHERANS 278 - 2023-12-31 593,132 $41,685,000 100,017
   Bouchey Financial Group Ltd 7 - 2024-03-31 515,645 $39,287,000 292
   Rockefeller Capital Management L.P. 176 - 2023-12-31 552,300 $38,816,000 55,259
   Fiduciary Planning LLC - 2024-03-31 461,909 $35,193,000 14,802
   Kestra Advisory Services LLC 67 - 2023-12-31 474,875 $33,374,000 384
   SkyView Investment Advisors LLC 4 - 2023-12-31 434,788 $30,564,000 349,935
   JANNEY MONTGOMERY SCOTT LLC 229 - 2024-03-31 390,407 $29,745,000 116,870
   MULTIFINANCIAL SECURITIES CORP 51 - 2023-12-31 409,005 $28,745,000 153,213
   STIFEL FINANCIAL CORP 460 - 2023-12-31 326,418 $22,940,000 101,020
   KESTRA PRIVATE WEALTH SERVICES LLC - 2024-03-31 285,752 $21,771,000 86,548
   LVM CAPITAL MANAGEMENT LTD/MI 10 - 2024-03-31 282,037 $21,488,000 6,705
   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
   GREAT VALLEY ADVISOR GROUP INC. 35 - 2023-12-31 273,008 $19,187,000 206,204
   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
   CONTINUUM WEALTH ADVISORS LLC 4 - 2023-12-31 224,441 $15,774,000 7,815
   TMD Wealth Management LLC 6 - 2023-12-31 200,464 $14,089,000 178,910
   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
   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
   Main Street Financial Solutions LLC 13 - 2024-03-31 172,755 $13,162,000 39,592
   TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV - 2024-03-31 168,247 $12,819,000 6,041
   Cresta Advisors Ltd. 4 - 2024-03-31 168,059 $12,804,000 6,627
   DAVIDSON D A & CO 130 - 2023-12-31 180,149 $12,661,000 3,830
   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
   Garrett Investment Advisors LLC 14 - 2024-03-31 154,214 $11,750,000 184
   HENGEHOLD CAPITAL MANAGEMENT LLC 17 - 2024-03-31 150,980 $11,503,000 1,189
   TITLEIST ASSET MANAGEMENT LTD. 9 - 2022-12-31 170,235 $10,275,000 19,880
   Kraft Davis & Associates LLC 10 - 2023-12-31 140,041 $10,037,000 56,636
   Golden State Equity Partners 4 - 2023-12-31 141,517 $9,946,000 57,987
   FIRST NATIONAL TRUST CO 61 - 2024-03-31 129,493 $9,866,000 61,704
   Journey Advisory Group LLC 20 - 2023-12-31 133,182 $9,360,000 761
   Monterey Private Wealth Inc. 7 - 2024-03-31 120,026 $9,145,000 405
   Melone Private Wealth LLC - 2024-03-31 119,971 $9,141,000 809
   ATRIA INVESTMENTS LLC 178 - 2023-12-31 127,184 $8,938,000 48,410
   Oxinas Partners Wealth Management LLC 1 - 2024-03-31 109,133 $8,315,000 613
   Western Wealth Management LLC 31 - 2024-03-31 106,065 $8,081,000 2,505
   BKA Wealth Consulting Inc. 3 - 2024-03-31 104,769 $7,982,000 11,578
   HPM Partners LLC - 2023-12-31 112,140 $7,881,000 98,743
   TD CAPITAL MANAGEMENT LLC 26 - 2023-12-31 110,204 $7,745,000 4,928
   Merit Financial Group LLC 64 - 2023-12-31 109,236 $7,677,000 1,462
   GOLDMAN SACHS GROUP INC/ 2255 - 2023-12-31 108,452 $7,622,000 78,638
   Capital Planning Advisors LLC 18 - 2023-12-31 108,409 $7,619,000 2,061
   INVENIO WEALTH PARTNERS LLC 3 - 2023-12-31 106,231 $7,466,000 17,528
   MBA Advisors LLC 6 - 2024-03-31 95,810 $7,300,000 14
   HOWARD FINANCIAL SERVICES LTD. 22 - 2024-03-31 94,685 $7,214,000 2,068
   CRA Financial Services LLC 14 - 2024-03-31 91,637 $6,982,000 12,656
   Venture Visionary Partners LLC 72 - 2023-12-31 99,275 $6,977,000 20,024
   ORBA Wealth Advisors L.L.C. - 2024-03-31 90,829 $6,920,000 2,221
   SageView Advisory Group LLC 40 - 2023-12-31 94,630 $6,819,000 71,248
   BRYN MAWR TRUST CO/PA 89 - 2023-09-30 104,527 $6,636,000 10,782
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 249 - 2023-12-31 94,344 $6,630,000 2,365
   RENAISSANCE TECHNOLOGIES LLC 1177 - 2023-12-31 93,800 $6,592,000 78,300
   Masso Torrence Wealth Management Inc. 7 - 2024-03-31 83,962 $6,397,000 8,311
   Streettalk Advisors LLC - 2024-03-31 80,875 $6,162,000 23,870
   Moloney Securities Asset Management LLC - 2024-03-31 78,432 $5,976,000 8,294
   Ameritas Advisory Services LLC 75 - 2023-12-31 78,524 $5,521,000 34,470
   Catalina Capital Group LLC 6 - 2024-03-31 71,656 $5,459,000 40
   IAG Wealth Partners LLC 22 - 2024-03-31 71,209 $5,425,000 5,371
   CREATIVE PLANNING 542 - 2023-12-31 77,174 $5,424,000 3,590
   ANCORA ADVISORS, LLC 146 - 2023-12-31 76,698 $5,390,000 359
   FFG RETIREMENT ADVISORS LLC - 2024-03-31 68,511 $5,220,000 1,089
   TNB FINANCIAL 45 - 2024-03-31 67,903 $5,174,000 1,174
   CI Private Wealth LLC 688 - 2023-12-31 73,449 $5,162,000 10,882
   Darrow Company Inc. - 2024-03-31 64,847 $4,941,000 56,920
   Wealthcare Advisory Partners LLC 112 - 2024-03-31 62,019 $4,725,000 22,351
   FOUNDERS FINANCIAL SECURITIES LLC 47 - 2024-03-31 59,630 $4,543,000 1,927
   Lansing Street Advisors - 2024-03-31 57,865 $4,409,000 983
   JJJ Advisors Inc. 16 - 2024-03-31 57,770 $4,401,000 32,884
  100 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us