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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
   Hamilton Capital Management Inc. 1 - 2023-12-31 7,174,562 $504,228,000 -74,253
   AMERIPRISE FINANCIAL INC 207 - 2023-12-31 5,072,422 $356,507,000 -81,663
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 69 - 2024-03-31 2,678,691 $204,089,000 -1,001,031
   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
   Prestige Wealth Management Group LLC 1 - 2024-03-31 697,062 $53,109,000 -53,065
   Legacy Financial Advisors Inc. 1 - 2023-12-31 719,616 $50,575,000 -544
   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
   Spinnaker Investment Group LLC 2 - 2024-03-31 571,713 $43,559,000 -643
   Fundamentun LLC 4 - 2024-03-31 559,274 $42,611,000 -15,707
   SAVANT CAPITAL MANAGEMENT INC 37 - 2023-12-31 578,219 $40,637,000 -18,895
   Advisor Group Holdings Inc. 281 - 2023-12-31 521,163 $36,629,000 -231,594
   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
   IFP Advisors Inc 5 - 2023-12-31 448,665 $31,535,000 -16,921
   BILLEAUD CAPITAL MANAGEMENT INC. 5 - 2024-03-31 410,300 $30,178,000 -6,009
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 247 - 2023-12-31 427,425 $30,039,000 -15,592
   GPS Wealth Strategies Group LLC - 2024-03-31 389,795 $29,698,000 -40,762
   KB FINANCIAL PARTNERS LLC 4 - 2023-09-30 457,422 $29,402,000 -64
   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
   MARINER WEALTH ADVISORS, LLC 288 - 2023-12-31 315,837 $22,197,000 -13,770
   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
   HB Wealth Management LLC - 2024-03-31 266,728 $20,322,000 -8,766
   Eaton Financial Holdings Company LLC 2 - 2024-03-31 253,418 $19,308,000 -1,813
   Amplius Wealth Advisors LLC 13 - 2024-03-31 244,559 $18,633,000 -360,741
   BANK OF NEW YORK MELLON CORP 1687 - 2024-03-31 214,346 $16,331,000 -11,532
   PALO ALTO WEALTH ADVISORS LLC - 2024-03-31 203,887 $15,534,000 -4,792
   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
   Camden Capital LLC 20 - 2023-12-31 198,598 $13,957,000 -10,702
   WEALTH MANAGEMENT RESOURCES INC. 6 - 2024-03-31 178,368 $13,590,000 -2,110
   Sequoia Financial Advisors LLC 118 - 2024-03-31 170,595 $12,998,000 -6,600
   Sontag Advisory LLC 59 - 2023-12-31 177,306 $12,461,000 -4,880
   GOODMAN & COMPANY INVESTMENT COUNSEL LTD. 302 - 2023-12-31 171,420 $12,047,000 -5,150
   CONNABLE OFFICE INC - 2024-03-31 154,825 $11,796,000 -210
   Paul Damon & Associates Inc. 4 - 2024-03-31 153,825 $11,720,000 -48,854
   EisnerAmper Wealth Management Corporate Benefits L 8 - 2023-12-31 145,223 $10,206,000 -9,292
   FLAGSHIP HARBOR ADVISORS LLC 36 - 2024-03-31 113,888 $8,677,000 -10,661
   J.W. COLE ADVISORS INC. - 2024-03-31 113,643 $8,659,000 -687
   IFG Advisory LLC 28 - 2023-12-31 118,273 $8,312,000 -714
   Stratos Wealth Partners LTD. 159 - 2024-03-31 101,137 $7,706,000 -44,216
   REGAL INVESTMENT ADVISORS, LLC 44 - 2023-12-31 107,077 $7,525,000 -717
   ALBION FINANCIAL GROUP /UT 42 - 2024-03-31 89,235 $6,799,000 -140
   Envestnet Portfolio Solutions Inc. 269 - 2023-12-31 94,818 $6,664,000 -10,553
   PRUDENTIAL CORP PLC 183 - 2023-12-31 93,840 $6,595,000 -640
   Good Life Advisors LLC - 2024-03-31 84,814 $6,462,000 -593
   IHT Wealth Management LLC 78 - 2023-12-31 91,408 $6,424,000 -3,126
   Astoria Portfolio Advisors LLC. 12 - 2024-03-31 80,960 $5,908,000 -44,727
   AVAII WEALTH MANAGEMENT LLC - 2024-03-31 72,793 $5,546,000 -157,848
   LODESTAR PRIVATE ASSET MANAGEMENT LLC 39 - 2024-03-31 66,484 $5,065,000 -1,283
   Gladstone Institutional Advisory LLC 95 - 2023-12-31 70,342 $4,944,000 -582
   FREEDOM WEALTH ALLIANCE LLC 5 - 2023-09-30 69,080 $4,386,000 -543
   RETIREMENT PLANNING GROUP 36 - 2024-03-31 57,213 $4,359,000 -4,717
   Capital Investment Advisory Services LLC 44 - 2024-03-31 55,818 $4,253,000 -241
   Insight Advisors LLC/ PA - 2023-12-31 60,054 $4,221,000 -392
   Fiduciary Group LLC 54 - 2023-12-31 60,026 $4,219,000 -1,420
   DAVID R. RAHN & ASSOCIATES INC. 20 - 2024-03-31 50,214 $3,826,000 -541
   PROVENCE WEALTH MANAGEMENT GROUP 9 - 2023-12-31 54,247 $3,812,000 -612
   HORIZON INVESTMENTS, LLC/SC 93 - 2023-12-31 52,732 $3,706,000 -1,149,554
   9258 Wealth Management LLC - 2024-03-31 48,037 $3,660,000 -766
   DURANTE & WATERS LLC 9 - 2024-03-31 44,645 $3,401,000 -571
   GLOBALT Investments LLC / GA 89 - 2024-03-31 44,635 $3,401,000 -2,764
   Lantz Financial LLC 17 - 2024-03-31 44,445 $3,386,000 -3,056
   MONEY CONCEPTS CAPITAL CORP 87 - 2024-03-31 42,332 $3,225,000 -34,818
   Sweet Financial Partners LLC 28 - 2024-03-31 38,438 $2,929,000 -870
   Brookstone Capital Management 298 - 2024-03-31 37,582 $2,863,000 -10,829
   Meridian Financial Partners LLC 5 - 2024-03-31 38,314 $2,794,000 -540
   Bulltick Wealth Management LLC 47 - 2023-12-31 38,568 $2,711,000 -2,181
   MERCER GLOBAL ADVISORS INC /ADV 658 - 2023-12-31 36,539 $2,568,000 -3,731
   JT Stratford LLC 37 - 2023-12-31 35,942 $2,526,000 -1,307
   BROOKS MOORE & ASSOCIATES INC. 22 - 2023-12-31 34,570 $2,430,000 -596
   SENTINEL PENSION ADVISORS INC 28 - 2023-12-31 32,994 $2,319,000 -983
   Pallas Capital Advisors LLC 147 - 2024-03-31 30,091 $2,293,000 -367
   Cresset Asset Management LLC 539 - 2023-12-31 31,472 $2,212,000 -24
   RETIREMENT GUYS FORMULA LLC 22 - 2024-03-31 28,624 $2,181,000 -14,914
   MENLO ADVISORS LLC 23 - 2024-03-31 28,160 $2,145,000 -100
   FIRST HEARTLAND CONSULTANTS INC 92 - 2023-12-31 29,738 $2,090,000 -136
   THOROUGHBRED FINANCIAL SERVICES LLC 133 - 2023-12-31 27,445 $1,928,000 -1,432
   Blackhawk Capital Partners LLC. - 2024-03-31 25,084 $1,911,000 -3,964
   COUNTRY CLUB BANK /GFN 135 - 2024-03-31 24,555 $1,871,000 -2,091
   Interchange Capital Partners LLC 17 - 2023-12-31 26,317 $1,848,000 -3,382
   COLONY GROUP LLC 375 - 2023-09-30 23,566 $1,496,000 -972
   SHEETS SMITH & ASSOCIATES INC 104 - 2023-09-30 23,140 $1,469,000 -3,213
   CENTRAL VALLEY ADVISORS LLC 39 - 2024-03-31 19,171 $1,461,000 -8
   Global Retirement Partners LLC 294 - 2024-03-31 18,973 $1,446,000 -1,689
   Baird Financial Group Inc. 1027 - 2023-12-31 20,366 $1,431,000 -1,474
   Lifestyle Asset Management Inc. 20 - 2024-03-31 18,179 $1,385,000 -304
   WealthBridge Capital Management LLC - 2024-03-31 16,893 $1,287,000 -16
   Fort Point Capital Partners LLC 86 - 2023-12-31 17,000 $1,195,000 -111
   Well Done LLC 61 - 2024-03-31 15,073 $1,148,000 -53
   REGIONS FINANCIAL CORP 469 - 2024-03-31 15,012 $1,144,000 -1,333
   KLR INVESTMENT ADVISORS LLC 26 - 2024-03-31 15,257 $1,112,000 -2,688
   O SHAUGHNESSY ASSET MANAGEMENT LLC 717 - 2023-12-31 15,549 $1,093,000 -1,314
   FMR LLC 2307 - 2023-12-31 15,389 $1,082,000 -1,057
   HARBOUR INVESTMENTS INC. 347 - 2023-12-31 15,123 $1,063,000 -2,264
   FLYNN ZITO CAPITAL MANAGEMENT LLC - 2024-03-31 13,927 $1,061,000 -164
  100 Records found
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