Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
WisdomTree LargeCap Dividend Fund (DLN)  
$68.76 0.28 (0.41%) as of 4:30 Tue 4/16


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 339    2
Total shares held : 
 39,974,889  
% of shares held : 
 16.87%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -27  
Amount of shares held : 
 235,516  
% of shares held change : 
   0.1%  
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  : 
5.93 (9.44%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
19
 276,107
 0.69%
 
Increased Positions :
93
 1,166,164
 2.92%
 
Unchanged Positions :
109
 5,911,154
 14.79%
 
Decreased Positions :
118
-998,448
-2.5%
 
Closed Positions :
21
-208,307
-0.52%
 
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
   Waterway Wealth Management LLC 1 - 2023-12-31 728,870 $48,382,000 0
   GREAT VALLEY ADVISOR GROUP INC. 8 - 2023-12-31 727,535 $48,294,000 20,005
   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
   ROYAL BANK OF CANADA 811 - 2023-12-31 555,460 $36,872,000 11,583
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 136 - 2023-12-31 516,081 $34,257,000 3,414
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 339 - 2023-12-31 486,762 $32,311,000 -53,441
   Stratos Wealth Partners LTD. - 2023-12-31 482,847 $32,051,000 -12,979
   WELLS FARGO & CO/MN 884 - 2023-12-31 440,494 $29,240,000 34,602
   IAG Wealth Partners LLC 4 - 2023-12-31 383,261 $25,441,000 458
   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
   RAYMOND JAMES & ASSOCIATES 745 - 2023-12-31 296,310 $19,669,000 -381
   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
   GOLDMAN SACHS GROUP INC/ 1731 - 2023-12-31 240,976 $15,996,000 -39,373
   Private Advisor Group LLC 161 - 2023-12-31 231,896 $15,394,000 -53,856
   Revolve Wealth Partners LLC 10 - 2023-12-31 219,219 $14,552,000 -6,250
   Bristlecone Advisors LLC - 2023-12-31 208,841 $13,863,000 17,503
   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
   LAKE STREET FINANCIAL LLC 8 - 2023-12-31 186,830 $12,402,000 1,742
   Main Street Financial Solutions LLC 11 - 2023-12-31 180,437 $11,977,000 -322
   BANK OF NEW YORK MELLON CORP 1904 - 2023-12-31 174,034 $11,552,000 160,884
   FIDELIS iM LLC 8 - 2023-12-31 169,658 $11,261,000 3,062
   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
   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
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 453 - 2023-12-31 138,034 $9,163,000 562
   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
   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
   Stratos Wealth Advisors LLC - 2023-12-31 99,963 $6,636,000 -364
   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
   CAPTRUST FINANCIAL ADVISORS 545 - 2023-12-31 78,511 $5,212,000 -936
   CX Institutional 98 - 2023-12-31 78,390 $5,204,000 -3,013
   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
   MONTICELLO WEALTH MANAGEMENT LLC 49 - 2023-12-31 75,061 $4,983,000 -17,153
   H&H Retirement Design & Management INC 9 - 2023-12-31 72,883 $4,965,000 163
   BB&T CORP 887 - 2023-12-31 68,760 $4,564,000 382
   Equitable Holdings Inc. 241 - 2023-12-31 67,186 $4,460,000 2,920
   BKM Wealth Management LLC 9 - 2023-12-31 4,278,236 $4,409,000 0
   Congress Wealth Management LLC / DE / 241 - 2023-12-31 63,486 $4,214,000 4,126
   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 54 - 2023-12-31 49,686 $3,298,000 43,910
   Lido Advisors LLC 299 - 2023-12-31 48,247 $3,203,000 -2,239
   NADLER FINANCIAL GROUP, INC. 30 - 2023-12-31 45,660 $3,031,000 -2,260
   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
   KOCHIS FITZ/QUINTILE LLC - 2023-12-31 45,032 $2,989,000 -4,398
   Procyon Private Wealth Partners LLC 97 - 2023-12-31 43,963 $2,918,000 -182
   CITADEL ADVISORS LLC 2022 - 2023-12-31 42,862 $2,845,000 -965
   Allen Capital Group LLC 50 - 2023-12-31 42,419 $2,816,000 -2,011
   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
   Signal Advisors Wealth LLC 43 - 2024-03-31 37,065 $2,676,000 -3,913
   Meridian Financial Partners LLC 11 - 2023-12-31 40,177 $2,658,000 -1,226
   H D Vest Advisory Services 435 - 2023-12-31 38,948 $2,585,000 -548
   Berger Financial Group Inc 94 - 2023-12-31 36,569 $2,427,000 -539
   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
  100 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