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Get Institutions for : 
Wisdomtree Emerging Mkts Smallcap Div (DGS)  
$52.22 0.33 (0.64%) as of 4:30 Fri 5/3


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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  : 
5.44 (11.63%)  




 
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
   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
   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
   NATIONAL BANK OF CANADA /FI/ 347 - 2023-12-31 396,690 $19,540,000 1,337
   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
   ENVESTNET ASSET MANAGEMENT INC 1220 - 2023-12-31 289,054 $14,430,000 7,411
   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 - 2024-03-31 234,397 $11,921,000 313
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 738 - 2024-03-31 224,139 $11,400,000 23,386
   Relative Value Partners Group LLC 32 - 2023-12-31 212,304 $10,598,000 48,610
   Csenge Advisory Group 30 - 2023-12-31 203,196 $10,144,000 1,265
   FIFTH THIRD BANCORP 257 - 2024-03-31 166,154 $8,451,000 14,489
   Tortoise Investment Management LLC 26 - 2023-12-31 166,621 $8,318,000 10,010
   PARK AVENUE SECURITIES LLC 139 - 2024-03-31 159,214 $8,098,000 12,295
   Rockefeller Capital Management L.P. 574 - 2023-12-31 127,881 $6,384,000 581
   Laurel Wealth Planning LLC 9 - 2024-03-31 125,238 $6,370,000 11,788
   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
   SMITH MOORE & CO. 48 - 2023-12-31 75,983 $3,793,000 338
   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
   Nicholas Hoffman & Company LLC. 52 - 2024-03-31 49,141 $2,499,000 2,420
   Alpha Omega Wealth Management LLC 77 - 2024-03-31 48,678 $2,476,000 909
   PINNACLE ASSOCIATES LTD 342 - 2024-03-31 48,513 $2,467,000 423
   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
   Global Retirement Partners LLC 237 - 2024-03-31 39,387 $2,003,000 3,500
   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
   Stratos Wealth Partners LTD. 497 - 2024-03-31 30,435 $1,548,000 424
   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
   INVENIO WEALTH PARTNERS LLC 25 - 2023-12-31 27,600 $1,378,000 8,976
   RAYMOND JAMES & ASSOCIATES 2379 - 2024-03-31 26,922 $1,369,000 3,548
   PROVISE MANAGEMENT GROUP LLC 159 - 2023-12-31 25,628 $1,279,000 1,605
   COMMONWEALTH EQUITY SERVICES LLC. 1987 - 2023-12-31 24,609 $1,229,000 113
   Occidental Asset Management LLC 100 - 2024-03-31 23,479 $1,194,000 668
   Moser Wealth Advisors LLC 34 - 2023-12-31 22,562 $1,126,000 573
   AVAII WEALTH MANAGEMENT LLC 21 - 2023-12-31 22,416 $1,119,000 1,460
   Betterment LLC 176 - 2023-12-31 20,716 $1,034,000 148
   Qube Research & Technologies Ltd 1670 - 2023-12-31 18,909 $944,000 18,909
   Farmers & Merchants Trust Co of Chambersburg PA 71 - 2024-03-31 17,417 $886,000 17,417
   CI Private Wealth LLC 1385 - 2023-12-31 15,532 $775,000 1,266
   MODERA WEALTH MANAGEMENT, LLC 330 - 2023-12-31 13,959 $697,000 13,959
   Columbus Macro LLC 126 - 2024-03-31 12,628 $642,000 34
   MARINER WEALTH ADVISORS, LLC 1866 - 2023-12-31 11,220 $560,000 3,013
   LEAVELL T & ASSOCIATES INC 340 - 2024-03-31 10,485 $533,000 395
   NBC SECURITIES INC. 430 - 2024-03-31 9,895 $513,000 4,209
   CITADEL ADVISORS LLC 3659 - 2023-12-31 9,453 $472,000 8,180
   CIBC WORLD MARKETS INC. 876 - 2023-12-31 9,017 $450,000 566
   THOROUGHBRED FINANCIAL SERVICES LLC 383 - 2023-12-31 8,741 $436,000 11
   EXCHANGE CAPITAL MANAGEMENT INC 157 - 2024-03-31 7,507 $382,000 2,923
   Moran Wealth Management LLC 358 - 2023-12-31 6,629 $331,000 403
   QUADRANT CAPITAL GROUP LLC 436 - 2023-12-31 6,200 $310,000 3,500
   Meridian Financial Partners LLC 33 - 2024-03-31 6,097 $302,000 214
   MERCER GLOBAL ADVISORS INC /ADV 1636 - 2023-12-31 5,642 $282,000 5,642
   RFG Advisory Group LLC 622 - 2024-03-31 5,434 $276,000 500
   Berger Financial Group Inc 308 - 2024-03-31 5,071 $258,000 2
   Claro Advisors LLC 361 - 2024-03-31 4,681 $238,000 26
   Farther Finance Advisors LLC 612 - 2023-12-31 3,340 $167,000 349
   BANK OF MONTREAL /CAN/ 2757 - 2023-12-31 2,744 $137,000 448
   IFP Advisors Inc 1189 - 2023-12-31 2,147 $107,000 526
   FMR LLC 3092 - 2023-12-31 1,851 $92,000 7
   CREATIVE FINANCIAL DESIGNS INC /ADV 574 - 2023-12-31 1,689 $84,000 13
   HARBOUR INVESTMENTS INC. 1350 - 2023-12-31 1,269 $63,000 695
   Resurgent Financial Advisors LLC 323 - 2023-12-31 1,070 $53,000 7
   MONTAG A & ASSOCIATES INC 575 - 2023-12-31 1,026 $51,000 6
   PNC FINANCIAL SERVICES GROUP INC 2981 - 2023-12-31 955 $48,000 155
   SANDY SPRING BANK - 2023-12-31 944 $47,000 9
   Hexagon Capital Partners LLC 853 - 2024-03-31 200 $10,000 95
  81 Records found
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