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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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   VICTORY CAPITAL MANAGEMENT INC 887 - 2023-12-31 284,323 $14,193,000 0
   YALE CAPITAL CORP 145 - 2023-12-31 50,057 $2,499,000 0
   CHOATE INVESTMENT ADVISORS 221 - 2023-12-31 14,100 $704,000 0
   Deschutes Portfolio Strategy LLC 111 - 2023-12-31 11,518 $575,000 0
   PUTNAM FL INVESTMENT MANAGEMENT CO 353 - 2023-12-31 9,000 $449,000 0
   True Wealth Design LLC 108 - 2023-12-31 7,351 $367,000 0
   ALBION FINANCIAL GROUP /UT 153 - 2024-03-31 6,595 $335,000 0
   Wedmont Private Capital 458 - 2024-03-31 5,641 $292,000 0
   Seed Wealth Management Inc. 97 - 2024-03-31 5,600 $285,000 0
   WHITTIER TRUST CO OF NEVADA INC 410 - 2023-12-31 5,681 $284,000 0
   RAYMOND JAMES TRUST CO 1060 - 2024-03-31 5,047 $257,000 0
   GHP INVESTMENT ADVISORS INC 394 - 2024-03-31 3,200 $163,000 0
   BLAIR WILLIAM & CO/IL 1474 - 2023-12-31 2,342 $117,000 0
   HANSON INVESTMENT MANAGEMENT 239 - 2024-03-31 2,077 $106,000 0
   O SHAUGHNESSY ASSET MANAGEMENT LLC 1520 - 2023-12-31 1,543 $77,000 0
   Legacy Bridge LLC 176 - 2024-03-31 1,500 $76,000 0
   DUNCKER STREETT & CO INC 320 - 2024-03-31 874 $44,000 0
   BANK OF OKLAHOMA NATIONAL ASSOCIATION / 829 - 2023-12-31 790 $39,000 0
   ATLAS CAPITAL ADVISORS LLC 577 - 2024-03-31 651 $33,000 0
   Venturi Wealth Management LLC 650 - 2024-03-31 531 $27,000 0
   Capital Analysts Inc. 749 - 2023-12-31 535 $27,000 0
   Aspire Private Capital LLC 300 - 2024-03-31 472 $24,000 0
   ZRC WEALTH MANAGEMENT LLC 292 - 2024-03-31 410 $21,000 0
   WETZEL INVESTMENT ADVISORS INC. 426 - 2024-03-31 300 $15,000 0
   Pacifica Partners Inc. 332 - 2024-03-31 257 $13,000 0
   VALLEY NATIONAL ADVISERS INC 634 - 2024-03-31 212 $10,000 0
   HANSON MCCLAIN, INC. 2155 - 2024-03-31 148 $8,000 0
   Goss Wealth Management LLC 2914 - 2023-12-31 160 $8,000 0
   ANCORA ADVISORS, LLC 1279 - 2023-12-31 143 $7,000 0
   TUCKER ASSET MANAGEMENT LLC 727 - 2023-12-31 49 $2,000 0
   Asset Dedication LLC 915 - 2024-03-31 13 $1,000 0
   Lee Financial CORP 821 - 2023-12-31 2 $0 0
   PROEQUITIES INC. 5769 - 2023-12-31 0 $0 0
   Evergreen Private Wealth LLC 218 - 2024-03-31 1 $0 0

  34 Records found
  1    
  Page 1 of 1
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