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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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   COLONY GROUP, LLC 140 *New 2023-12-31 138,614 $11,391,000 138,614
   Oakmont Partners LLC 146 *New 2024-03-31 62,873 $5,449,000 62,873
   Fort Point Capital Partners LLC 81 *New 2023-12-31 15,946 $1,310,000 15,946
   D E SHAW & CO INC 2169 *New 2023-12-31 6,793 $558,000 6,793
   GREAT VALLEY ADVISOR GROUP INC. 459 *New 2023-12-31 6,112 $502,000 6,112
   Revisor Wealth Management LLC 131 *New 2024-03-31 4,990 $421,000 4,990
   Truadvice LLC 168 *New 2023-09-30 4,011 $304,000 4,011
   Signal Advisors Wealth LLC 254 *New 2024-03-31 2,887 $250,000 2,887
   RSM US WEALTH MANAGEMENT LLC 580 *New 2023-12-31 2,505 $206,000 2,505
   WADE G W & INC 391 *New 2023-12-31 2,480 $204,000 2,480
   CULLEN FROST BANKERS INC 552 *New 2023-12-31 1,407 $116,000 1,407
   Independence Bank of Kentucky 290 *New 2024-03-31 1,000 $87,000 1,000
   Opal Wealth Advisors LLC 215 *New 2024-03-31 456 $39,000 456
   TOMPKINS FINANCIAL CORP 392 *New 2024-03-31 395 $34,000 395
   CAROLINAS WEALTH CONSULTING LLC 419 *New 2023-12-31 300 $25,000 300
   Ahrens Investment Partners LLC 522 *New 2023-03-31 200 $16,000 200
   Aptus Capital Advisors LLC 786 *New 2023-12-31 125 $10,000 125
  17 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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