Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
WisdomTree Trust High-Yielding Fund (DHS)  
$82.50 0.00 (0.00%) as of 4:30 Mon 4/15


Download
     
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
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 770 - 2024-03-31 123,272 $10,683,000 -6,036
   Advisor Group Holdings Inc. 907 - 2023-12-31 98,712 $8,113,000 -41,434
   UBS Group AG 1606 - 2023-12-31 95,869 $7,879,000 -8,506
   MARINER WEALTH ADVISORS, LLC 585 - 2023-12-31 82,979 $6,819,000 -884
   PRECEDENT WEALTH PARTNERS LLC 8 - 2024-03-31 70,860 $6,141,000 -290
   CI Private Wealth LLC 689 - 2023-12-31 62,289 $5,119,000 -5,372
   ROYAL BANK OF CANADA 2001 - 2023-12-31 52,236 $4,293,000 -17,676
   LVM CAPITAL MANAGEMENT LTD/MI 42 - 2024-03-31 46,550 $4,034,000 -538
   CAPTRUST FINANCIAL ADVISORS 696 - 2023-12-31 41,081 $3,376,000 -4,349
   COMMONWEALTH EQUITY SERVICES LLC. 1402 - 2023-12-31 36,636 $3,011,000 -3,781
   PBMares Wealth Management LLC - 2023-12-31 34,944 $2,872,000 -1,783
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 98 - 2023-12-31 32,174 $2,644,000 -3,989
   Private Advisor Group LLC 661 - 2023-12-31 31,413 $2,582,000 -8,165
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1144 - 2024-03-31 27,884 $2,416,000 -3,541
   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
   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
   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
   COMMERCE BANK N A/MO 561 - 2023-12-31 14,795 $1,216,000 -2,515
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 964 - 2023-12-31 12,386 $1,018,000 -81,261
   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
   Global Retirement Partners LLC 376 - 2024-03-31 10,592 $918,000 -1,729
   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
   Oxinas Partners Wealth Management LLC 45 - 2024-03-31 10,030 $869,000 -400
   Dynamic Advisors Solutions LLC 479 - 2024-03-31 9,665 $838,000 -1,195
   JT Stratford LLC 136 - 2023-12-31 9,690 $796,000 -1,950
   Main Street Financial Solutions LLC 237 - 2024-03-31 8,704 $754,000 -2,482
   Baird Financial Group Inc. 1235 - 2023-12-31 8,775 $721,000 -2,022
   BANK OF NEW YORK MELLON CORP 3315 - 2024-03-31 7,981 $692,000 -15,235
   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
   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
   Cetera Investment Advisers 1446 - 2023-12-31 6,580 $541,000 -857
   IFG Advisory LLC 348 - 2023-12-31 6,502 $534,000 -184
   NATIONAL ASSET MANAGEMENT, INC. 841 - 2023-12-31 5,717 $470,000 -1,000
   Maltin Wealth Management Inc. 79 - 2024-03-31 5,152 $447,000 -49
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 752 - 2023-12-31 5,288 $435,000 -3,730
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1319 - 2023-09-30 5,354 $418,000 -2,052
   Equitable Holdings Inc. 875 - 2023-12-31 4,350 $358,000 -3,808
   GSA CAPITAL PARTNERS LLP 1066 - 2023-12-31 3,961 $326,000 -143
   Sequoia Financial Advisors LLC - 2023-12-31 3,551 $292,000 -42
   KWB Wealth 114 - 2024-03-31 3,143 $272,000 -1,709
   VAUGHAN AND COMPANY SECURITIES INC. - 2023-12-31 3,243 $267,000 -252
   Pacitti Group Inc. 126 - 2023-12-31 3,128 $257,000 -69
   Carnick & Kubik Group LLC 194 - 2024-03-31 2,951 $256,000 -312
   DAVENPORT & CO LLC - 2023-12-31 3,105 $255,000 -464
   Virtus Family Office LLC 39 - 2023-12-31 2,702 $222,000 -267
   FMR LLC 2780 - 2023-12-31 2,692 $221,000 -65
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 2123 - 2024-03-31 2,477 $215,000 -152
   GPS Wealth Strategies Group LLC 238 - 2023-12-31 2,514 $207,000 -2,508
   BURNS WEALTH MANAGEMENT, INC. 461 - 2023-12-31 2,483 $204,000 -615
   Atria Wealth Solutions Inc. 1748 - 2023-12-31 2,469 $203,000 -168
   AdvisorNet Financial Inc 468 - 2024-03-31 2,316 $201,000 -122
   Nelson Van Denburg & Campbell Wealth Management Gr 552 - 2023-12-31 1,835 $151,000 -2,551
   GUARANTY TRUST CO OF MISSOURI /MO/ 640 - 2024-03-31 1,353 $117,000 -478
   FIFTH THIRD BANCORP 1114 - 2024-03-31 1,200 $104,000 -600
   IFP Advisors Inc 1240 - 2023-12-31 1,165 $96,000 -1,046
   Newbridge Financial Services Group Inc. 399 - 2024-03-31 560 $49,000 -163
   Team Financial Group LLC 78 - 2023-12-31 453 $37,000 -528
  76 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us