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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
   KARLINSKI ANDREW C 1 *Closed 2022-12-31 0 $0 -10,512
   Lunt Capital Management Inc. 93 *Closed 2024-03-31 0 $0 -9,321
   BANK OF NOVA SCOTIA / 941 *Closed 2023-12-31 0 $0 -10,400
   Tranquilli Financial Advisor LLC 100 *Closed 2023-12-31 0 $0 -9,263
   Stokes Family Office LLC 221 *Closed 2023-12-31 0 $0 -10,877
   Fidelis Capital Partners LLC *Closed 2024-03-31 0 $0 -3,499
   CLAUDIA M.P. BATLLE CRP (R) LLC 97 *Closed 2023-12-31 0 $0 -51,867
   Steel Peak Wealth Management LLC 433 *Closed 2024-03-31 0 $0 -8,158
   V Wealth ManagementLLC 175 *Closed 2023-09-30 0 $0 -6,027
   FDX ADVISORS, INC. *Closed 2024-03-31 0 $0 -21,901
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 1771 *Closed 2023-12-31 0 $0 -178
   Lido Advisors LLC 1170 *Closed 2023-12-31 0 $0 -4,038
   TFC Financial Management *Closed 2024-03-31 0 $0 -75
   Kalos Management Inc. 270 *Closed 2023-06-30 0 $0 -239
   CITADEL ADVISORS LLC 5730 *Closed 2023-12-31 0 $0 -210
   KPP Advisory Services LLC 166 *Closed 2023-12-31 0 $0 -51,072
   Iron Horse Wealth Management LLC 430 *Closed 2024-03-31 0 $0 -170
   Authentikos Wealth Advisory LLC 249 *Closed 2023-12-31 0 $0 -89
   ANGELES WEALTH MANAGEMENT LLC 267 *Closed 2023-12-31 0 $0 -398
   FRANKLIN RESOURCES INC 2659 *Closed 2023-12-31 0 $0 -540
   MODERA WEALTH MANAGEMENT, LLC 560 *Closed 2023-12-31 0 $0 -13,434
   BAKER AVENUE ASSET MANAGEMENT, LP 1095 *Closed 2023-12-31 0 $0 -671
   U.S. Capital Wealth Advisors LLC 668 *Closed 2023-12-31 0 $0 -3,725
   B.O.S.S. Retirement Advisors LLC 164 *Closed 2024-03-31 0 $0 -4,792
   Global Wealth Strategies & Associates 358 *Closed 2024-03-31 0 $0 -1
   PITTENGER & ANDERSON INC *Closed 2024-03-31 0 $0 -700
   Ronald Blue Trust Inc. *Closed 2024-03-31 0 $0 -151
   VIRTU FINANCIAL LLC 1826 *Closed 2023-12-31 0 $0 -17,485
   VERITABLE LP 633 *Closed 2023-09-30 0 $0 -12,900
   BENJAMIN F. EDWARDS & COMPANY INC. 2193 *Closed 2024-03-31 0 $0 -100
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV *Closed 2024-03-31 0 $0 -5,050
   STONNINGTON GROUP LLC 242 *Closed 2023-03-31 0 $0 -5,025
   Meridian Wealth Management LLC 522 *Closed 2024-03-31 0 $0 -9,508
   Ford Financial Group Inc. 118 *Closed 2023-03-31 0 $0 -11,521
   HBC Financial Services PLLC 209 *Closed 2023-12-31 0 $0 -300
   Ten Capital Wealth Advisors LLC 590 *Closed 2023-06-30 0 $0 -897

  36 Records found
  1    
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