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Get Institutions for : 
WisdomTree LargeCap Dividend Fund (DLN)  
$70.09 0.03 (0.04%) as of 4:30 Wed 4/24


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 356    2
Total shares held : 
 35,650,699  
% of shares held : 
 15.04%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -37  
Amount of shares held : 
 -4,598,474  
% of shares held change : 
   -1.94%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $61.03  
Last Quarter's Ending Price : 
 $66.38  
Last Quarter's Average Price : 
 $62.83  
Change from last quarter's     
avg. price to the last closing  : 
7.26 (11.55%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
19
 221,354
 0.62%
 
Increased Positions :
92
 1,070,886
 3%
 
Unchanged Positions :
118
 1,033,407
 2.9%
 
Decreased Positions :
127
-1,410,640
-3.96%
 
Closed Positions :
21
-4,480,074
-12.57%
 
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
   PNC FINANCIAL SERVICES GROUP INC 85 - 2023-12-31 4,049,858 $268,830,000 -102,348
   LPL FINANCIAL CORP 144 - 2023-12-31 3,271,872 $217,187,000 266,964
   MORGAN STANLEY 813 - 2023-12-31 2,767,005 $183,674,000 79,654
   WADE G W & INC 3 - 2023-12-31 2,094,288 $139,019,000 10,350
   BANK OF AMERICA CORP /DE/ 846 - 2023-12-31 1,524,723 $101,211,000 -8,576
   CREATIVE PLANNING 75 - 2023-12-31 1,482,559 $98,412,000 -84,766
   AMERIPRISE FINANCIAL INC 538 - 2023-12-31 1,422,904 $94,470,000 -29,778
   UBS Group AG 456 - 2023-12-31 1,328,558 $88,190,000 -18,440
   EVERCORE WEALTH MANAGEMENT, LLC 32 - 2023-12-31 1,074,155 $71,302,000 -18,126
   COMMONWEALTH EQUITY SERVICES LLC. 198 - 2023-12-31 811,362 $53,858,000 -6,518
   GREAT VALLEY ADVISOR GROUP INC. 8 - 2023-12-31 727,535 $48,294,000 20,005
   Waterway Wealth Management LLC 1 - 2024-03-31 660,505 $47,682,000 -68,365
   WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 16 - 2023-12-31 673,519 $44,708,000 22,961
   ENVESTNET ASSET MANAGEMENT INC 700 - 2023-12-31 608,689 $40,405,000 -60,003
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 128 - 2024-03-31 530,411 $38,290,000 14,330
   ROYAL BANK OF CANADA 811 - 2023-12-31 555,460 $36,872,000 11,583
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 336 - 2024-03-31 490,261 $35,392,000 3,499
   Stratos Wealth Partners LTD. 28 - 2024-03-31 464,491 $33,532,000 -18,356
   WELLS FARGO & CO/MN 884 - 2023-12-31 440,494 $29,240,000 34,602
   IAG Wealth Partners LLC 3 - 2024-03-31 389,773 $28,138,000 6,512
   J P MORGAN CHASE & CO 1501 - 2023-12-31 345,044 $22,904,000 100,474
   M HOLDINGS SECURITIES, INC. 8 - 2023-12-31 339,383 $22,528,000 13,233
   Rockefeller Capital Management L.P. 268 - 2023-12-31 335,904 $22,297,000 18,534
   Baird Financial Group Inc. 303 - 2023-12-31 324,023 $21,509,000 9,926
   Traverso Chambers Private Wealth Management LLC 8 - 2023-12-31 254,800 $16,914,000 5,290
   Fox Financial Inc - 2023-12-31 252,599 $16,768,000 0
   FINANCIAL NETWORK 226 - 2023-12-31 250,191 $16,608,000 5,092
   Bristlecone Advisors LLC 17 - 2024-03-31 224,351 $16,196,000 15,510
   GOLDMAN SACHS GROUP INC/ 1731 - 2023-12-31 240,976 $15,996,000 -39,373
   Revolve Wealth Partners LLC 10 - 2024-03-31 218,300 $15,759,000 -919
   Private Advisor Group LLC 161 - 2023-12-31 231,896 $15,394,000 -53,856
   RAYMOND JAMES & ASSOCIATES 975 - 2024-03-31 191,214 $13,804,000 -105,096
   Advisor Group Holdings Inc. 661 - 2023-12-31 197,506 $13,112,000 -87,087
   Steward Partners Investment Advisory LLC 129 - 2023-12-31 194,707 $12,925,000 -1,722
   COMERICA SECURITIESINC. 17 - 2023-09-30 204,818 $12,594,000 -44,487
   FIDELIS iM LLC 8 - 2024-03-31 171,898 $12,409,000 2,240
   HIGHTOWER ADVISORS, LLC 666 - 2023-12-31 162,289 $10,776,000 -1,210
   IFG Advisory LLC 17 - 2023-12-31 162,076 $10,759,000 1,754
   Main Street Financial Solutions LLC 15 - 2024-03-31 148,593 $10,727,000 -31,844
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 478 - 2024-03-31 136,921 $9,884,000 -1,113
   LAKE STREET FINANCIAL LLC 12 - 2024-03-31 136,224 $9,834,000 -50,606
   MULTIFINANCIAL SECURITIES CORP 154 - 2023-12-31 146,298 $9,711,000 2,995
   BMS Financial Advisors LLC 3 *New 2023-06-30 147,770 $9,398,000 147,770
   Graves-Light Private Wealth Management Inc. 22 - 2023-12-31 139,257 $9,244,000 -3,336
   ADVISORS CAPITAL MANAGEMENT LLC 132 *New 2023-12-31 134,883 $8,954,000 134,883
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 428 - 2023-12-31 123,551 $8,201,000 55,297
   Koshinski Asset Management Inc. 11 - 2023-12-31 113,709 $7,548,000 51,484
   CX Institutional 70 - 2024-03-31 102,500 $7,400,000 24,110
   Stratos Wealth Advisors LLC 56 - 2024-03-31 102,435 $7,395,000 2,472
   Almanack Investment Partners LLC. 18 - 2023-12-31 110,676 $7,347,000 -6,064
   MOLLER FINANCIAL SERVICES 20 - 2024-03-31 97,532 $7,041,000 -3,815
   Kestra Advisory Services LLC 352 - 2023-12-31 104,893 $6,963,000 -18,478
   AE Wealth Management LLC 491 - 2023-12-31 101,559 $6,848,000 101,559
   Fairway Wealth LLC 8 - 2023-12-31 102,690 $6,817,000 0
   STIFEL FINANCIAL CORP 978 - 2023-12-31 95,911 $6,366,000 1,949
   RFG Advisory Group LLC 83 - 2024-03-31 87,728 $6,333,000 75,080
   Tobias Financial Advisors Inc. 16 - 2023-12-31 94,068 $6,244,000 -30,238
   Strategic Family Wealth Counselors L.L.C. 17 - 2023-12-31 87,102 $5,782,000 2,379
   Key Financial Inc 11 - 2023-12-31 85,864 $5,700,000 5,904
   Atria Wealth Solutions Inc. 275 - 2023-12-31 85,019 $5,644,000 1,399
   MONTICELLO WEALTH MANAGEMENT LLC 41 - 2024-03-31 73,746 $5,324,000 -1,315
   CAPTRUST FINANCIAL ADVISORS 545 - 2023-12-31 78,511 $5,212,000 -936
   BSC PRIVATE WEALTH MANAGEMENT LLC 34 - 2023-12-31 78,245 $5,194,000 -1,149
   Sarasin & Partners LLP 59 - 2024-03-31 70,442 $5,085,000 -1,496
   DAVIDSON D A & CO 282 - 2023-12-31 76,298 $5,065,000 -2,794
   BB&T CORP 887 - 2023-12-31 68,760 $4,564,000 382
   H&H Retirement Design & Management INC 8 - 2024-03-31 65,166 $4,532,000 -7,717
   Equitable Holdings Inc. 241 - 2023-12-31 67,186 $4,460,000 2,920
   Congress Wealth Management LLC / DE / 241 - 2024-03-31 59,851 $4,321,000 -3,635
   Advisors Preferred LLC - 2023-12-31 60,991 $4,064,000 -136,301
   KESTRA PRIVATE WEALTH SERVICES LLC 219 - 2023-12-31 60,467 $4,014,000 4,280
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 420 - 2023-12-31 59,714 $3,964,000 -9,657
   COMERICA BANK 818 - 2023-12-31 58,662 $3,894,000 1,465
   JANNEY MONTGOMERY SCOTT LLC 840 - 2023-12-31 55,190 $3,664,000 -1,245
   EP WEALTH ADVISORS, INC. 197 - 2023-12-31 52,907 $3,512,000 -112
   LINSCOMB & WILLIAMS INC 103 - 2023-12-31 52,628 $3,493,000 -3,797
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 582 - 2023-09-30 56,727 $3,488,000 -2,967
   Circle Wealth Management LLC 52 - 2023-12-31 51,237 $3,401,000 -313
   KINGSWOOD WEALTH ADVISORS LLC 50 - 2024-03-31 45,516 $3,286,000 -4,170
   KOCHIS FITZ/QUINTILE LLC 71 - 2024-03-31 44,753 $3,231,000 -279
   NADLER FINANCIAL GROUP, INC. 30 - 2024-03-31 44,710 $3,228,000 -950
   Lido Advisors LLC 299 - 2023-12-31 48,247 $3,203,000 -2,239
   Allen Capital Group LLC 52 - 2024-03-31 42,064 $3,037,000 -355
   True Wealth Design LLC 18 - 2023-12-31 45,302 $3,007,000 -175
   Cresset Asset Management LLC 428 - 2023-12-31 45,171 $2,998,000 210
   CITADEL ADVISORS LLC 2022 - 2023-12-31 42,862 $2,845,000 -965
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1577 - 2023-12-31 41,137 $2,731,000 -11,378
   COLDSTREAM CAPITAL MANAGEMENT INC 137 - 2023-12-31 40,719 $2,703,000 -79
   MISSION WEALTH MANAGEMENT LLC 116 - 2023-12-31 40,417 $2,683,000 0
   Berger Financial Group Inc 99 - 2024-03-31 37,152 $2,682,000 583
   Signal Advisors Wealth LLC 43 - 2024-03-31 37,065 $2,676,000 -3,913
   Foguth Wealth Management LLC. 25 - 2024-03-31 37,065 $2,676,000 0
   Meridian Financial Partners LLC 6 - 2024-03-31 38,023 $2,614,000 -2,154
   H D Vest Advisory Services 435 - 2023-12-31 38,948 $2,585,000 -548
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 78 - 2024-03-31 33,705 $2,419,000 535
   Cetera Investment Advisers 719 - 2023-12-31 36,112 $2,397,000 -1,856
   MML INVESTORS SERVICES LLC 918 - 2023-12-31 35,722 $2,371,000 -155
   Gladstone Institutional Advisory LLC 190 - 2023-12-31 35,698 $2,370,000 9,309
   HPM Partners LLC - 2023-12-31 35,622 $2,364,000 35,622
   Ausdal Financial Partners Inc. 93 - 2024-03-31 31,590 $2,280,000 -397
  100 Records found
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