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My Recent Searches
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WisdomTree Trust High-Yielding Fund (DHS) |
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$82.50 0.00 (0.00%) as of 4:30 Mon 4/15
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Download |
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Institutional
Holders
Total
Institutions:
 |
182  5 |
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Total
shares held :
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6,231,684 |
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% of shares
held :
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56.4% |
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| Changes In:
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New/increased
positions vs
old/decreased
positions :
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-32 |
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Amount
of shares held :
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-858,770 |
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% of shares
held change :
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-7.77% |
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| Quarter
Price vs. Current Price:
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Quarter Price vs.
Current Price:
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Last
Quarter's Starting
Price :
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$76.69 |
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Last
Quarter's Ending
Price :
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$82.18 |
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Last
Quarter's Average
Price :
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$78.21 |
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Change
from last quarter's
avg. price
to the last closing :
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 4.29 (5.49%) |
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Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  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 |
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| NORTHERN TRUST CORP |
3311 |
- |
2023-12-31 |
12,166 |
$1,000,000 |
0 |
|
| BerganKDV Wealth Management LLC |
141 |
- |
2023-06-30 |
10,496 |
$835,000 |
0 |
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| New Legacy Group LLC |
13 |
- |
2023-09-30 |
10,000 |
$781,000 |
0 |
|
| Capital Advisors Ltd. LLC |
122 |
- |
2024-03-31 |
8,294 |
$719,000 |
0 |
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| J.W. COLE ADVISORS INC. |
411 |
- |
2023-12-31 |
7,711 |
$634,000 |
0 |
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| Elk River Wealth Management LLC |
61 |
- |
2024-03-31 |
6,766 |
$586,000 |
0 |
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| Passive Capital Management LLC. |
38 |
- |
2023-03-31 |
6,062 |
$499,000 |
0 |
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| COLDSTREAM CAPITAL MANAGEMENT INC |
505 |
- |
2023-12-31 |
5,914 |
$486,000 |
0 |
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| Tranquility Partners LLC |
119 |
- |
2023-12-31 |
5,872 |
$483,000 |
0 |
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| U.S. Capital Wealth Advisors LLC |
466 |
- |
2023-12-31 |
5,624 |
$462,000 |
0 |
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| Relyea Zuckerberg Hanson LLC |
133 |
- |
2024-03-31 |
5,262 |
$456,000 |
0 |
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| Steward Partners Investment Advisory LLC |
1060 |
- |
2023-12-31 |
5,206 |
$428,000 |
0 |
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| FIRST HAWAIIAN BANK |
624 |
- |
2024-03-31 |
4,427 |
$384,000 |
0 |
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| SAVANT CAPITAL MANAGEMENT INC |
653 |
- |
2023-12-31 |
4,249 |
$349,000 |
0 |
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| CAPITAL DIRECTIONS INVESTMENT ADVISORS, LLC |
44 |
- |
2022-12-31 |
4,000 |
$344,000 |
0 |
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| FERGUSON WELLMAN CAPITAL MANAGEMENT INC |
277 |
- |
2024-03-31 |
3,965 |
$344,000 |
0 |
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| Tilson Financial Group Inc. |
57 |
- |
2024-03-31 |
3,463 |
$300,000 |
0 |
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| SCHNIEDERS CAPITAL MANAGEMENT LLC |
159 |
- |
2024-03-31 |
3,340 |
$289,000 |
0 |
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| FIDUCIARY TRUST CO |
547 |
- |
2023-12-31 |
3,493 |
$287,000 |
0 |
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| WEST COAST FINANCIAL LLC |
146 |
- |
2024-03-31 |
3,000 |
$260,000 |
0 |
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| OLD NATIONAL BANCORP /IN/ |
532 |
- |
2024-03-31 |
2,886 |
$250,000 |
0 |
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| WEBSTER BANK |
197 |
- |
2024-03-31 |
2,730 |
$237,000 |
0 |
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| Western Wealth Management LLC |
629 |
- |
2023-12-31 |
2,705 |
$222,000 |
0 |
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| US BANCORP |
2018 |
- |
2023-12-31 |
2,325 |
$191,000 |
0 |
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| Lindbrook Capital LLC |
368 |
- |
2024-03-31 |
2,205 |
$191,000 |
0 |
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| PROEQUITIES INC. |
884 |
- |
2023-12-31 |
1,237 |
$102,000 |
0 |
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| Western Pacific Wealth Management LP |
96 |
- |
2023-12-31 |
1,160 |
$95,000 |
0 |
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| MILESTONE GROUP INC |
204 |
- |
2023-12-31 |
1,067 |
$88,000 |
0 |
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| Ronald Blue Trust Inc. |
874 |
- |
2023-12-31 |
742 |
$58,000 |
0 |
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| First Command Advisory Services Inc. |
236 |
- |
2023-12-31 |
651 |
$54,000 |
0 |
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| Sargent Bickham Lagudis LLC |
433 |
- |
2022-12-31 |
581 |
$50,000 |
0 |
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| O SHAUGHNESSY ASSET MANAGEMENT LLC |
1558 |
- |
2023-12-31 |
554 |
$46,000 |
0 |
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| First Command Financial Services Inc. |
243 |
- |
2023-06-30 |
571 |
$45,000 |
0 |
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| First Command Bank |
242 |
- |
2023-06-30 |
571 |
$45,000 |
0 |
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| PNC FINANCIAL SERVICES GROUP INC |
3040 |
- |
2023-12-31 |
523 |
$43,000 |
0 |
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| Colonial Trust Co / SC |
533 |
- |
2023-12-31 |
500 |
$41,000 |
0 |
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| Salomon & Ludwin LLC |
331 |
- |
2023-12-31 |
514 |
$40,000 |
0 |
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| PSI Advisors LLC |
304 |
- |
2024-03-31 |
417 |
$36,000 |
0 |
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| Concord Wealth Partners |
421 |
- |
2023-12-31 |
383 |
$31,000 |
0 |
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| Beacon Capital Management LLC |
331 |
- |
2023-12-31 |
347 |
$27,000 |
0 |
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| TD Waterhouse Canada Inc. |
1111 |
- |
2023-12-31 |
200 |
$22,000 |
0 |
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| Russell Investments Group Ltd. |
2656 |
- |
2023-12-31 |
216 |
$18,000 |
0 |
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| Archer Investment Corp |
548 |
- |
2023-12-31 |
193 |
$16,000 |
0 |
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| PRIVATE TRUST CO NA |
1643 |
- |
2024-03-31 |
120 |
$10,000 |
0 |
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| Sound Income Strategies LLC |
851 |
- |
2024-03-31 |
76 |
$7,000 |
0 |
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| CREATIVE FINANCIAL DESIGNS INC /ADV |
1335 |
- |
2023-12-31 |
34 |
$3,000 |
0 |
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| Rain Capital Management LLC |
89 |
- |
2023-12-31 |
19 |
$2,000 |
0 |
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| GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
1611 |
- |
2023-12-31 |
12 |
$1,000 |
0 |
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| Glass Jacobson Investment Advisors llc |
787 |
- |
2024-03-31 |
3 |
$0 |
0 |
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51 Records found
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1
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