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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
   BANK OF AMERICA CORP /DE/ 1027 - 2023-12-31 1,290,268 $64,410,000 -56,268
   MORGAN STANLEY 2202 - 2023-12-31 633,865 $31,643,000 -34,270
   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
   BOSTON FINANCIAL MANGEMENT INC /MA 49 - 2023-12-31 362,731 $18,108,000 -7,652
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 326 - 2023-12-31 290,224 $14,488,000 -53,553
   EisnerAmper Wealth Management Corporate Benefits L 7 - 2023-12-31 205,081 $10,238,000 -9,838
   UBS Group AG 1447 - 2023-12-31 203,040 $10,136,000 -5,236
   Checchi Capital Advisers LLC 34 - 2024-03-31 197,958 $10,068,000 -6,036
   EFFICIENT ADVISORS, LLC 31 - 2023-12-31 201,671 $10,067,000 -2,994
   Neumann Capital Management LLC 10 - 2023-12-31 166,588 $8,316,000 -912
   AMERIPRISE FINANCIAL INC 1923 - 2023-12-31 158,680 $7,966,000 -11,004
   BAKER ELLIS ASSET MANAGEMENT LLC 28 - 2024-03-31 119,996 $6,103,000 -2,250
   BKM Wealth Management LLC 13 - 2024-03-31 75,758 $3,853,000 -8,748,890
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 944 - 2024-03-31 68,797 $3,499,000 -2,048
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 791 - 2024-03-31 62,162 $3,162,000 -1,153
   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
   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
   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
   Advisor Group Holdings Inc. 2096 - 2023-12-31 30,244 $1,510,000 -1,635
   JOHNSON INVESTMENT COUNSEL INC 317 - 2023-12-31 28,858 $1,441,000 -1,310
   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
   Tacita Capital Inc 34 - 2023-12-31 24,750 $1,236,000 -12,995
   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
   Waterfront Wealth Inc. 91 - 2023-12-31 22,553 $1,126,000 -373
   Evanson Asset Management LLC 105 - 2024-03-31 21,708 $1,104,000 -975
   TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 139 - 2023-12-31 22,037 $1,100,000 -5,654
   Cetera Investment Advisers 1124 - 2023-12-31 19,165 $957,000 -3,268
   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 80 - 2024-03-31 16,277 $828,000 -245
   Hartland & Co. LLC 245 - 2023-12-31 16,162 $807,000 -2,601
   Biltmore Family Office LLC 90 - 2023-12-31 15,088 $753,000 -466
   Cornerstone Wealth Management LLC 256 - 2024-03-31 13,949 $709,000 -66
   WATERSHED PRIVATE WEALTH LLC 58 - 2023-12-31 13,710 $684,000 -269
   Sovereign Financial Group Inc. 122 - 2024-03-31 12,339 $628,000 -217
   My Legacy Advisors LLC 135 - 2023-12-31 12,712 $620,000 -373
   PARSEC FINANCIAL MANAGEMENT, INC. 189 - 2023-03-31 13,014 $596,000 -827
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 712 - 2023-12-31 10,376 $518,000 -38
   BANK OF THE OZARKS 95 - 2023-12-31 9,895 $494,000 -315
   DAVENPORT & CO LLC - 2023-12-31 9,463 $472,000 -96
   Resources Investment Advisors Inc. 739 - 2023-12-31 9,336 $466,000 -1,235
   JFS WEALTH ADVISORS, LLC 152 - 2023-12-31 9,257 $462,000 -353
   RPG Investment Advisory LLC 70 - 2023-12-31 8,753 $437,000 -460
   NWAM LLC 366 - 2023-12-31 8,400 $419,000 -1,617
   Colorado Capital Management Inc. 66 - 2024-03-31 7,773 $395,000 -250
   Princeton Global Asset Management LLC - 2023-12-31 7,799 $389,000 -210
   Chemistry Wealth Management LLC 115 - 2024-03-31 7,285 $371,000 -1,027
   KLR INVESTMENT ADVISORS LLC 110 - 2024-03-31 7,275 $363,000 -1,064
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1406 - 2023-09-30 7,391 $342,000 -80
   FF AdvisorsLLC 65 - 2024-03-31 6,718 $342,000 -198
   Beacon Pointe Advisors LLC 1056 - 2023-12-31 6,003 $300,000 -200
   CoreCap Advisors LLC 479 - 2023-12-31 5,537 $276,000 -89
   EVERGREEN CAPITAL MANAGEMENT LLC 635 - 2023-12-31 5,422 $271,000 -590
   PFG Investments LLC 788 - 2024-03-31 5,198 $264,000 -10
   Intercontinental Wealth Advisors LLC 290 - 2023-06-30 5,043 $235,000 -107
   H D Vest Advisory Services 1402 - 2023-12-31 4,482 $224,000 -942
   HB Wealth Management LLC 718 - 2023-12-31 4,274 $213,000 -1,185
   Rockbridge Investment Management LCC 124 - 2023-12-31 3,621 $181,000 -1,973
   US BANCORP 2112 - 2023-12-31 3,185 $159,000 -415
   COMERICA BANK 2595 - 2023-12-31 1,438 $72,000 -1,129
   Team Financial Group LLC 57 - 2023-12-31 1,318 $66,000 -25
   Covestor Ltd 1973 - 2023-12-31 26 $1,000 -30
  71 Records found
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