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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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   TAIYO LIFE INSURANCE CO - 2024-03-31 850,000 $64,762,000 0
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 915 - 2024-03-31 60,600 $4,617,000 0
   HBW Advisory Services LLC 47 - 2024-03-31 46,912 $3,297,000 0
   HAVERFORD TRUST CO - 2024-03-31 35,989 $2,742,000 0
   Almanack Investment Partners LLC. - 2024-03-31 29,414 $2,241,000 0
   NARWHAL CAPITAL MANAGEMENT 82 - 2024-03-31 27,280 $2,078,000 0
   DHK Financial Advisors Inc. 21 - 2023-12-31 25,275 $1,776,000 0
   Northeast Financial Consultants Inc 123 - 2023-12-31 18,415 $1,294,000 0
   Allie Family Office LLC 19 - 2023-12-31 18,129 $1,274,000 0
   TRUST CO OF VIRGINIA /VA 95 - 2024-03-31 14,067 $1,072,000 0
   SMITHFIELD TRUST CO 152 - 2023-12-31 13,090 $919,000 0
   Glenview Trust Co 271 - 2023-12-31 11,592 $815,000 0
   CVA Family Office LLC 101 - 2024-03-31 10,540 $803,000 0
   Colorado Capital Management Inc. 51 - 2024-03-31 9,936 $757,000 0
   TRUST POINT INC. 208 - 2024-03-31 9,697 $739,000 0
   WHARTON BUSINESS GROUP, LLC 83 - 2023-12-31 10,345 $727,000 0
   ALLIANZ ASSET MANAGEMENT AG 1326 - 2023-12-31 9,250 $650,000 0
   ALLIANCEBERNSTEIN L.P. 2513 - 2023-12-31 8,495 $597,000 0
   Beaumont Financial Advisors LLC 180 - 2023-12-31 8,326 $585,000 0
   Biltmore Family Office LLC 102 - 2023-12-31 8,000 $562,000 0
   Klingman & Associates LLC 125 - 2024-03-31 7,306 $557,000 0
   SCOTIA CAPITAL INC. 566 - 2023-12-31 7,664 $539,000 0
   Resonant Capital Advisors LLC - 2024-03-31 6,745 $514,000 0
   HBK SORCE ADVISORY LLC - 2023-12-31 6,893 $484,000 0
   Lane & Associates LLC 63 - 2024-03-31 6,338 $483,000 0
   ALPINE WOODS CAPITAL INVESTORS LLC 142 - 2024-03-31 6,000 $438,000 0
   Galvin Gaustad & Stein LLC 135 - 2024-03-31 5,700 $434,000 0
   SILVERCREST ASSET MANAGEMENT GROUP LLC 692 - 2023-12-31 5,994 $421,000 0
   TRIANGLE SECURITIES WEALTH MANAGEMENT 162 - 2024-03-31 5,205 $397,000 0
   FAIRVIEW CAPITAL INVESTMENT MANAGEMENT 120 - 2023-12-31 5,590 $393,000 0
   LEGACY PRIVATE TRUST CO. 189 - 2024-03-31 4,905 $374,000 0
   CARY STREET PARTNER INVESTMENT ADVISORY LLC - 2024-03-31 4,837 $369,000 0
   InterOcean Capital Group LLC 338 - 2023-12-31 5,019 $353,000 0
   SPINNAKER TRUST 222 - 2023-12-31 4,980 $350,000 0
   Bluesphere Advisors LLC 68 - 2024-03-31 4,600 $350,000 0
   Kovitz Investment Group Partners LLC 351 - 2023-12-31 4,737 $333,000 0
   Spectrum Wealth Advisory Group LLC 25 - 2024-03-31 4,250 $324,000 0
   Capital Advisors Ltd. LLC 215 - 2024-03-31 4,078 $311,000 0
   TWIN FOCUS CAPITAL PARTNERS, LLC 118 - 2023-12-31 4,320 $304,000 0
   NATIONAL BANK OF CANADA /FI/ 1208 - 2023-12-31 4,436 $296,000 0
   FARMERS & MERCHANTS INVESTMENTS INC 261 - 2024-03-31 3,867 $295,000 0
   WSFS CAPITAL MANAGEMENT LLC - 2024-03-31 3,803 $290,000 0
   Charter Oak Capital Management LLC 152 - 2024-03-31 3,657 $279,000 0
   WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 454 - 2023-12-31 3,781 $266,000 0
   Lion Street Advisors LLC 198 - 2024-03-31 3,745 $263,000 0
   Bigelow Investment Advisors LLC 133 - 2023-12-31 3,745 $263,000 0
   Rappaport Reiches Capital Management LLC 86 - 2024-03-31 3,391 $258,000 0
   Weaver Consulting Group 162 - 2024-03-31 3,332 $254,000 0
   Tenret Co LLC 29 - 2024-03-31 3,232 $246,000 0
   HALBERT, HARGROVE/RUSSELL LLC 75 - 2024-03-31 3,176 $242,000 0
   TRUST CO OF TOLEDO NA /OH/ 205 - 2024-03-31 3,162 $241,000 0
   WPWealth LLP 54 - 2023-12-31 3,335 $234,000 0
   ROBERT BROOKE ZEVIN ASSOCIATES INC 76 - 2023-12-31 3,300 $232,000 0
   JONES FINANCIAL COMPANIES LLLP 325 - 2023-12-31 2,900 $204,000 0
   HARBOR INVESTMENT ADVISORY LLC 354 - 2024-03-31 2,347 $179,000 0
   Hartland & Co. LLC 475 - 2023-12-31 2,417 $170,000 0
   Cherry Tree Wealth Management LLC - 2024-03-31 1,675 $128,000 0
   Laurel Wealth Advisors LLC 202 - 2023-12-31 1,818 $128,000 0
   CNB Bank - 2024-03-31 1,563 $119,000 0
   ARMSTRONG ADVISORY GROUP INC 239 - 2024-03-31 1,570 $110,000 0
   GUARDIAN WEALTH ADVISORS LLC / NC 264 - 2023-12-31 1,571 $110,000 0
   Piscataqua Savings Bank 113 - 2024-03-31 1,300 $99,000 0
   Coastal Capital Group Inc. 159 - 2023-06-30 1,439 $96,000 0
   Signature Resources Capital Management LLC 69 - 2024-03-31 1,257 $88,000 0
   CAMBRIDGE TRUST CO 357 - 2023-12-31 1,212 $85,000 0
   Addison Advisors LLC 286 - 2023-12-31 1,215 $85,000 0
   AMERICAN NATIONAL BANK 276 - 2024-03-31 1,000 $76,000 0
   Sargent Bickham Lagudis LLC 368 - 2022-12-31 1,220 $74,000 0
   Householder Group Estate & Retirement Specialist L - 2024-03-31 795 $61,000 0
   Operose Advisors LLC 214 - 2023-12-31 794 $56,000 0
   MASSMUTUAL TRUST CO FSB/ADV 612 - 2024-03-31 667 $51,000 0
   Princeton Global Asset Management LLC 274 - 2024-03-31 600 $46,000 0
   AdvisorNet Financial Inc 845 - 2024-03-31 563 $43,000 0
   SANDY SPRING BANK - 2023-12-31 600 $42,000 0
   WOLFF WIESE MAGANA LLC 165 - 2024-03-31 530 $40,000 0
   TOMPKINS FINANCIAL CORP 379 - 2024-03-31 500 $38,000 0
   Sachetta LLC 266 - 2024-03-31 500 $35,000 0
   SOA Wealth Advisors LLC. 378 - 2024-03-31 400 $30,000 0
   Integrity Financial Corp /WA 161 - 2024-03-31 385 $29,000 0
   CAROLINAS WEALTH CONSULTING LLC 415 - 2023-12-31 370 $26,000 0
   HM PAYSON & CO 702 - 2023-12-31 338 $24,000 0
   GUARANTY TRUST CO OF MISSOURI /MO/ 928 - 2024-03-31 305 $23,000 0
   GAMMA Investing LLC 1551 - 2024-03-31 294 $22,000 0
   Stuart Chaussee & Associates Inc. 94 - 2023-12-31 268 $19,000 0
   Westside Investment Management Inc. 501 - 2024-03-31 241 $18,000 0
   Providence Capital Advisors LLC 220 - 2023-12-31 250 $18,000 0
   TRUST CO OF VERMONT - 2024-03-31 231 $18,000 0
   JFS WEALTH ADVISORS, LLC - 2024-03-31 138 $11,000 0
   WEST OAK CAPITAL LLC 243 - 2024-03-31 130 $10,000 0
   Financial Perspectives Inc 477 - 2024-03-31 104 $8,000 0
   Key Financial Inc 795 - 2024-03-31 110 $8,000 0
   GHP INVESTMENT ADVISORS INC 674 - 2024-03-31 100 $8,000 0
   TUCKER ASSET MANAGEMENT LLC 540 - 2023-12-31 106 $7,000 0
   Focused Wealth Management Inc 676 - 2023-12-31 52 $4,000 0
   Emerald Investment Partners LLC 453 - 2024-03-31 38 $3,000 0
   BerganKDV Wealth Management LLC 1074 - 2023-06-30 6 $0 0
  96 Records found
  1    
  Page 1 of 1
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