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Get Institutions for : 
WisdomTree Trust High-Yielding Fund (DHS)  
$82.50 0.00 (0.00%) as of 4:30 Mon 4/15


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 182    5
Total shares held : 
 6,231,684  
% of shares held : 
 56.4%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -32  
Amount of shares held : 
 -858,770  
% of shares held change : 
   -7.77%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $76.69  
Last Quarter's Ending Price : 
 $82.18  
Last Quarter's Average Price : 
 $78.21  
Change from last quarter's     
avg. price to the last closing  : 
4.29 (5.49%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
12
 177,332
 2.85%
 
Increased Positions :
44
 182,777
 2.93%
 
Unchanged Positions :
55
 207,249
 3.33%
 
Decreased Positions :
71
-866,024
-13.9%
 
Closed Positions :
17
-352,855
-5.66%
 
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
   CWM LLC 44 - 2024-03-31 1,022,428 $88,604,000 -6,552
   LPL FINANCIAL CORP 449 - 2023-12-31 711,106 $58,439,000 -48,127
   WELLS FARGO & CO/MN 845 - 2023-12-31 399,250 $32,810,000 -45,385
   LINSCOMB & WILLIAMS INC 12 - 2023-12-31 370,265 $30,428,000 -20,917
   BANK OF AMERICA CORP /DE/ 1550 - 2023-12-31 340,367 $27,971,000 -111,862
   MORGAN STANLEY 2492 - 2023-12-31 292,342 $24,025,000 -129,427
   FINANCIAL NETWORK 173 - 2023-12-31 261,432 $21,484,000 -4,847
   INVENIO WEALTH PARTNERS LLC 1 - 2023-12-31 154,139 $12,667,000 21,853
   AMERIPRISE FINANCIAL INC 1608 - 2023-12-31 142,996 $11,738,000 45,942
   COLONY GROUP, LLC 140 *New 2023-12-31 138,614 $11,391,000 138,614
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 716 - 2023-12-31 129,308 $10,627,000 -41,876
   Advisor Group Holdings Inc. 907 - 2023-12-31 98,712 $8,113,000 -41,434
   MULTIFINANCIAL SECURITIES CORP 182 - 2023-12-31 97,738 $8,032,000 10,909
   UBS Group AG 1606 - 2023-12-31 95,869 $7,879,000 -8,506
   Evanson Asset Management LLC 31 - 2024-03-31 88,783 $7,694,000 760
   MARINER WEALTH ADVISORS, LLC 585 - 2023-12-31 82,979 $6,819,000 -884
   ENVESTNET ASSET MANAGEMENT INC 1752 - 2023-12-31 74,397 $6,114,000 9,316
   PRECEDENT WEALTH PARTNERS LLC 8 - 2023-12-31 71,150 $5,847,000 0
   CI Private Wealth LLC 689 - 2023-12-31 62,289 $5,119,000 -5,372
   Ledge Wealth Management Inc. - 2023-12-31 61,342 $5,041,000 155
   RAYMOND JAMES & ASSOCIATES 1577 - 2023-12-31 56,750 $4,664,000 -1,711
   ROYAL BANK OF CANADA 2001 - 2023-12-31 52,236 $4,293,000 -17,676
   LVM CAPITAL MANAGEMENT LTD/MI 41 - 2023-12-31 47,088 $3,870,000 -2,525
   GOLDMAN SACHS GROUP INC/ 2746 - 2023-12-31 45,168 $3,712,000 3,720
   J P MORGAN CHASE & CO 2631 - 2023-12-31 44,124 $3,626,000 5,699
   COLONY GROUP LLC 253 - 2023-09-30 46,197 $3,606,000 12,010
   CAPTRUST FINANCIAL ADVISORS 696 - 2023-12-31 41,081 $3,376,000 -4,349
   Good Life Advisors LLC 59 - 2023-12-31 40,635 $3,339,000 708
   Mutual Advisors LLC 184 - 2023-12-31 37,151 $3,053,000 741
   COMMONWEALTH EQUITY SERVICES LLC. 1402 - 2023-12-31 36,636 $3,011,000 -3,781
   CITADEL ADVISORS LLC 2004 - 2023-12-31 35,566 $2,923,000 506
   PBMares Wealth Management LLC - 2023-12-31 34,944 $2,872,000 -1,783
   Integrated Wealth Concepts LLC 364 - 2023-12-31 34,060 $2,799,000 1,596
   FLOW TRADERS U.S. LLC 168 - 2023-12-31 34,004 $2,794,000 34,004
   FFG RETIREMENT ADVISORS LLC 18 - 2023-12-31 33,857 $2,782,000 257
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 98 - 2023-12-31 32,174 $2,644,000 -3,989
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1030 - 2023-12-31 31,425 $2,583,000 -1,474
   Private Advisor Group LLC 661 - 2023-12-31 31,413 $2,582,000 -8,165
   QUANTITATIVE ADVANTAGE LLC 59 - 2023-03-31 29,261 $2,407,000 6,220
   Orion Portfolio Solutions LLC 564 - 2023-12-31 27,304 $2,269,000 2,291
   BANK OF NEW YORK MELLON CORP 2848 - 2023-12-31 23,216 $1,908,000 16,315
   JANNEY MONTGOMERY SCOTT LLC 1118 - 2023-12-31 23,083 $1,897,000 -1,834
   Cherry Tree Wealth Management LLC 45 - 2023-12-31 21,044 $1,729,000 -1,344
   HIGHTOWER ADVISORS, LLC 1491 - 2023-12-31 20,923 $1,718,000 -1,728
   Foundations Investment Advisors LLC 241 - 2023-12-31 20,867 $1,699,000 -3
   STIFEL FINANCIAL CORP 1790 - 2023-12-31 20,403 $1,677,000 734
   CREATIVE PLANNING 980 - 2023-12-31 20,363 $1,673,000 5,566
   BANCORPSOUTH BANK 112 - 2023-12-31 20,360 $1,673,000 -2,081
   BB&T CORP 1351 - 2023-12-31 19,501 $1,603,000 -4,149
   ShoreHaven Wealth Partners LLC 28 - 2023-12-31 19,079 $1,568,000 652
   MML INVESTORS SERVICES LLC 1169 - 2023-12-31 17,216 $1,415,000 -319
   COMERICA BANK 1351 - 2023-12-31 17,190 $1,413,000 -2,147
   Community Bank N.A. 112 - 2023-12-31 17,126 $1,407,000 -6,295
   Fort Point Capital Partners LLC 81 *New 2023-12-31 15,946 $1,310,000 15,946
   TOWER RESEARCH CAPITAL LLC 732 - 2023-12-31 15,000 $1,233,000 275
   COMMERCE BANK N A/MO 561 - 2023-12-31 14,795 $1,216,000 -2,515
   Financial Gravity Wealth Inc. 217 - 2023-12-31 1,121 $1,082,000 0
   NATIONAL BANK OF CANADA /FI/ 1010 - 2023-12-31 12,388 $1,030,000 0
   ADVISORY SERVICES NETWORK, LLC 619 - 2023-12-31 12,526 $1,029,000 2,110
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 964 - 2023-12-31 12,386 $1,018,000 -81,261
   NORTHERN TRUST CORP 3311 - 2023-12-31 12,166 $1,000,000 0
   Global Retirement Partners LLC 336 - 2023-12-31 12,321 $995,000 -3,638
   BLAIR WILLIAM & CO/IL 865 - 2023-12-31 11,620 $955,000 -1,000
   Kestra Advisory Services LLC 1136 - 2023-12-31 11,618 $955,000 -94,907
   Rockefeller Capital Management L.P. 1150 - 2023-12-31 11,614 $954,000 -364
   Strategic Financial Group LLC - 2023-12-31 11,428 $939,000 -198
   Main Street Financial Solutions LLC 163 - 2023-12-31 11,186 $919,000 963
   Melone Private Wealth LLC 29 - 2023-12-31 11,144 $916,000 -194
   JANE STREET GROUP LLC 3319 - 2023-12-31 10,733 $882,000 -5,948
   DAVIDSON D A & CO 750 - 2023-12-31 10,591 $870,000 120
   Oxinas Partners Wealth Management LLC - 2023-12-31 10,430 $857,000 -1,100
   Dynamic Advisors Solutions LLC 479 - 2024-03-31 9,665 $838,000 -1,195
   BerganKDV Wealth Management LLC 141 - 2023-06-30 10,496 $835,000 0
   JT Stratford LLC 136 - 2023-12-31 9,690 $796,000 -1,950
   New Legacy Group LLC 13 - 2023-09-30 10,000 $781,000 0
   Baird Financial Group Inc. 1235 - 2023-12-31 8,775 $721,000 -2,022
   RFG Advisory Group LLC 432 - 2024-03-31 8,067 $699,000 36
   Capital Advisors Ltd. LLC 118 - 2023-12-31 8,294 $682,000 0
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3374 - 2023-12-31 8,040 $661,000 -23,454
   Cooper Financial Group 175 - 2024-03-31 7,490 $649,000 -216
   Envestnet Portfolio Solutions Inc. 939 - 2023-12-31 7,823 $643,000 543
   J.W. COLE ADVISORS INC. 411 - 2023-12-31 7,711 $634,000 0
   BSC PRIVATE WEALTH MANAGEMENT LLC 83 - 2023-12-31 7,447 $612,000 -914
   EMPIRICAL FINANCIAL SERVICES, LLC 301 - 2023-12-31 7,194 $591,000 -6,625
   Claraphi Advisory Network LLC 123 - 2022-12-31 6,504 $560,000 3,728
   D E SHAW & CO INC 2169 *New 2023-12-31 6,793 $558,000 6,793
   Elk River Wealth Management LLC 71 - 2023-12-31 6,766 $556,000 -87
   Cetera Investment Advisers 1446 - 2023-12-31 6,580 $541,000 -857
   MERCER GLOBAL ADVISORS INC /ADV 1279 - 2023-12-31 6,526 $536,000 26
   IFG Advisory LLC 348 - 2023-12-31 6,502 $534,000 -184
   GREAT VALLEY ADVISOR GROUP INC. 459 *New 2023-12-31 6,112 $502,000 6,112
   Passive Capital Management LLC. 38 - 2023-03-31 6,062 $499,000 0
   COLDSTREAM CAPITAL MANAGEMENT INC 505 - 2023-12-31 5,914 $486,000 0
   Tranquility Partners LLC 119 - 2023-12-31 5,872 $483,000 0
   NATIONAL ASSET MANAGEMENT, INC. 841 - 2023-12-31 5,717 $470,000 -1,000
   U.S. Capital Wealth Advisors LLC 466 - 2023-12-31 5,624 $462,000 0
   Claro Advisors LLC - 2023-12-31 5,549 $456,000 182
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 752 - 2023-12-31 5,288 $435,000 -3,730
   Relyea Zuckerberg Hanson LLC 125 - 2023-12-31 5,262 $432,000 0
   Steward Partners Investment Advisory LLC 1060 - 2023-12-31 5,206 $428,000 0
  100 Records found
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