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Get Institutions for : 
Wisdomtree Emerging Mkts Smallcap Div (DGS)  
$50.08 0.04 (0.08%) as of 4:30 Wed 4/24


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 202    8
Total shares held : 
 56,116,811  
% of shares held : 
 62.35%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -4  
Amount of shares held : 
 938,184  
% of shares held change : 
   1.04%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $46.07  
Last Quarter's Ending Price : 
 $49.92  
Last Quarter's Average Price : 
 $46.78  
Change from last quarter's     
avg. price to the last closing  : 
3.30 (7.05%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
10
 60,336
 0.11%
 
Increased Positions :
80
 1,845,952
 3.29%
 
Unchanged Positions :
36
 9,331,710
 16.63%
 
Decreased Positions :
76
-442,959
-0.79%
 
Closed Positions :
18
-525,145
-0.94%
 
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
   CREATIVE PLANNING 6 - 2023-12-31 32,827,093 $1,638,728,000 1,038,157
   BANK OF AMERICA CORP /DE/ 1027 - 2023-12-31 1,290,268 $64,410,000 -56,268
   Unison Advisors LLC 8 - 2024-03-31 1,126,926 $57,315,000 18,684
   HPM Partners LLC - 2023-12-31 773,302 $38,603,000 8,833
   MORGAN STANLEY 2202 - 2023-12-31 633,865 $31,643,000 -34,270
   HIGHTOWER ADVISORS, LLC 397 - 2023-12-31 526,178 $26,265,000 25,297
   LPL FINANCIAL CORP 822 - 2023-12-31 461,539 $23,040,000 228,532
   WELLS FARGO & CO/MN 1073 - 2023-12-31 412,094 $20,572,000 -32,314
   Financial Planning & Information Services Inc. 12 - 2023-12-31 400,184 $19,977,000 -46,740
   EASTERN BANK - 2023-12-31 394,356 $19,686,000 -750
   NATIONAL BANK OF CANADA /FI/ 347 - 2023-12-31 396,690 $19,540,000 1,337
   BOSTON FINANCIAL MANGEMENT INC /MA 49 - 2023-12-31 362,731 $18,108,000 -7,652
   GREAT VALLEY ADVISOR GROUP INC. 48 - 2023-12-31 308,814 $15,416,000 9,700
   HENGEHOLD CAPITAL MANAGEMENT LLC 14 - 2024-03-31 286,253 $14,559,000 849
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 326 - 2023-12-31 290,224 $14,488,000 -53,553
   ENVESTNET ASSET MANAGEMENT INC 1220 - 2023-12-31 289,054 $14,430,000 7,411
   VICTORY CAPITAL MANAGEMENT INC 887 - 2023-12-31 284,323 $14,193,000 0
   Great Point Wealth Advisors LLC - 2023-12-31 274,874 $13,722,000 14,407
   BIP Wealth LLC 15 - 2023-12-31 249,576 $12,459,000 18,641
   McMahon Financial Advisors LLC 11 - 2023-12-31 234,084 $11,685,000 5,570
   Relative Value Partners Group LLC 32 - 2023-12-31 212,304 $10,598,000 48,610
   EisnerAmper Wealth Management Corporate Benefits L 7 - 2023-12-31 205,081 $10,238,000 -9,838
   Checchi Capital Advisers LLC 33 - 2023-12-31 203,994 $10,183,000 118,869
   Csenge Advisory Group 30 - 2023-12-31 203,196 $10,144,000 1,265
   UBS Group AG 1447 - 2023-12-31 203,040 $10,136,000 -5,236
   EFFICIENT ADVISORS, LLC 31 - 2023-12-31 201,671 $10,067,000 -2,994
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 746 - 2023-12-31 200,753 $10,022,000 -1,226
   Tortoise Investment Management LLC 26 - 2023-12-31 166,621 $8,318,000 10,010
   Neumann Capital Management LLC 10 - 2023-12-31 166,588 $8,316,000 -912
   PARK AVENUE SECURITIES LLC 139 - 2024-03-31 159,214 $8,098,000 12,295
   AMERIPRISE FINANCIAL INC 1923 - 2023-12-31 158,680 $7,966,000 -11,004
   FIFTH THIRD BANCORP 262 - 2023-12-31 151,665 $7,571,000 -18,289
   Rockefeller Capital Management L.P. 574 - 2023-12-31 127,881 $6,384,000 581
   BAKER ELLIS ASSET MANAGEMENT LLC 28 - 2024-03-31 119,996 $6,103,000 -2,250
   Laurel Wealth Planning LLC 9 - 2023-12-31 113,450 $5,663,000 94,390
   Shore Point Advisors LLC 10 - 2023-12-31 111,465 $5,564,000 4,966
   PORTLAND GLOBAL ADVISORS LLC 35 - 2023-12-31 106,161 $5,300,000 4,219
   Steward Partners Investment Advisory LLC 271 - 2023-12-31 105,522 $5,268,000 2,732
   OConnor Financial Group LLC 16 - 2024-03-31 93,184 $4,739,000 22,968
   Baird Financial Group Inc. 724 - 2023-12-31 80,355 $4,011,000 2,685
   BKM Wealth Management LLC 13 - 2024-03-31 75,758 $3,853,000 -8,748,890
   SMITH MOORE & CO. 48 - 2023-12-31 75,983 $3,793,000 338
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 869 - 2023-12-31 70,845 $3,537,000 6,037
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 791 - 2024-03-31 62,162 $3,162,000 -1,153
   Private Advisor Group LLC 596 - 2023-12-31 62,364 $3,113,000 2,048
   Sound Stewardship LLC 19 - 2023-12-31 62,043 $3,097,000 1,282
   ROYAL BANK OF CANADA 2314 - 2023-12-31 54,703 $2,730,000 609
   AlphaQ Advisors LLC 11 - 2023-12-31 51,899 $2,591,000 9,931
   YALE CAPITAL CORP 145 - 2023-12-31 50,057 $2,499,000 0
   Alpha Omega Wealth Management LLC 77 - 2024-03-31 48,678 $2,476,000 909
   PINNACLE ASSOCIATES LTD 344 - 2023-12-31 48,090 $2,401,000 -4,819
   Nicholas Hoffman & Company LLC. 54 - 2023-12-31 46,721 $2,332,000 584
   Buckingham Strategic Partners 93 - 2023-12-31 44,109 $2,202,000 10,504
   ATRIA INVESTMENTS LLC 561 - 2023-12-31 43,950 $2,194,000 20,305
   WESCAP Management Group Inc. 33 - 2023-12-31 43,215 $2,157,000 -239
   Kestra Advisory Services LLC 780 - 2023-12-31 40,430 $2,018,000 -1,829
   Addison Advisors LLC 32 - 2023-12-31 39,102 $1,952,000 1,351
   Sterling Financial Planning Inc. 37 - 2023-12-31 37,019 $1,848,000 390
   FINANCIAL NETWORK 998 - 2023-12-31 36,747 $1,834,000 363
   EMPIRICAL FINANCIAL SERVICES, LLC 176 - 2023-12-31 36,359 $1,815,000 -1,439
   WHITTIER TRUST CO 282 - 2023-12-31 35,033 $1,748,000 -125
   Global Retirement Partners LLC 237 - 2023-12-31 35,887 $1,723,000 -4,972
   VISTA INVESTMENT MANAGEMENT 39 - 2023-12-31 33,226 $1,659,000 -2,341
   FAMILY WEALTH PARTNERS LLC 29 - 2024-03-31 30,450 $1,549,000 -2,160
   Stratos Wealth Partners LTD. 497 - 2024-03-31 30,435 $1,548,000 424
   CUSTOM INDEX SYSTEMS LLC - 2023-12-31 30,866 $1,541,000 0
   Advisor Group Holdings Inc. 2096 - 2023-12-31 30,244 $1,510,000 -1,635
   FFG RETIREMENT ADVISORS LLC 26 - 2023-12-31 30,183 $1,507,000 14
   RENAISSANCE TECHNOLOGIES LLC 2136 - 2023-12-31 30,000 $1,498,000 30,000
   JANNEY MONTGOMERY SCOTT LLC 1230 - 2023-12-31 29,949 $1,495,000 328
   JOHNSON INVESTMENT COUNSEL INC 317 - 2023-12-31 28,858 $1,441,000 -1,310
   INVENIO WEALTH PARTNERS LLC 25 - 2023-12-31 27,600 $1,378,000 8,976
   OLD MISSION CAPITAL LLC 353 *New 2023-12-31 27,291 $1,362,000 27,291
   J P MORGAN CHASE & CO 3166 - 2023-12-31 27,288 $1,362,000 -5,229
   Insight Advisors LLC/ PA - 2023-12-31 25,916 $1,294,000 -10,829
   STIFEL FINANCIAL CORP 1978 - 2023-12-31 25,707 $1,283,000 -337
   PROVISE MANAGEMENT GROUP LLC 159 - 2023-12-31 25,628 $1,279,000 1,605
   Tacita Capital Inc 34 - 2023-12-31 24,750 $1,236,000 -12,995
   COMMONWEALTH EQUITY SERVICES LLC. 1987 - 2023-12-31 24,609 $1,229,000 113
   BOSTON FAMILY OFFICE LLC 140 - 2023-12-31 24,333 $1,215,000 -178
   Perigon Wealth Management LLC 300 - 2023-12-31 24,122 $1,204,000 -5,389
   Occidental Asset Management LLC 100 - 2024-03-31 23,479 $1,194,000 668
   RAYMOND JAMES & ASSOCIATES 2406 - 2023-12-31 23,374 $1,167,000 817
   Moser Wealth Advisors LLC 34 - 2023-12-31 22,562 $1,126,000 573
   Waterfront Wealth Inc. 91 - 2023-12-31 22,553 $1,126,000 -373
   AVAII WEALTH MANAGEMENT LLC 21 - 2023-12-31 22,416 $1,119,000 1,460
   Evanson Asset Management LLC 105 - 2024-03-31 21,708 $1,104,000 -975
   Smartleaf Asset Management LLC 84 - 2023-12-31 22,136 $1,101,000 0
   TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 139 - 2023-12-31 22,037 $1,100,000 -5,654
   MIDLAND WEALTH ADVISORS LLC 79 - 2023-12-31 21,962 $1,096,000 0
   Betterment LLC 176 - 2023-12-31 20,716 $1,034,000 148
   Total Clarity Wealth Management Inc. - 2023-12-31 20,221 $1,009,000 1,021
   Cetera Investment Advisers 1124 - 2023-12-31 19,165 $957,000 -3,268
   Qube Research & Technologies Ltd 1670 - 2023-12-31 18,909 $944,000 18,909
   Kathleen S. Wright Associates Inc. 49 - 2024-03-31 18,391 $935,000 -1,579
   MML INVESTORS SERVICES LLC 1416 - 2023-12-31 18,588 $928,000 -36
   MULTIFINANCIAL SECURITIES CORP 829 - 2023-12-31 17,690 $883,000 -33,039
   Covenant Asset Management LLC - 2023-12-31 16,522 $825,000 -4,176
   Hartland & Co. LLC 245 - 2023-12-31 16,162 $807,000 -2,601
   CI Private Wealth LLC 1385 - 2023-12-31 15,532 $775,000 1,266
  100 Records found
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