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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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   BMS Financial Advisors LLC 3 *New 2023-06-30 147,770 $9,398,000 147,770
   ADVISORS CAPITAL MANAGEMENT LLC 132 *New 2023-12-31 134,883 $8,954,000 134,883
   Merit Financial Group LLC 296 *New 2023-12-31 16,114 $1,070,000 16,114
   COLONY GROUP, LLC 459 *New 2023-12-31 14,289 $949,000 14,289
   MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO 268 *New 2024-03-31 12,138 $876,000 12,138
   Eagle Strategies LLC 178 *New 2024-03-31 5,689 $411,000 5,689
   Wealthcare Advisory Partners LLC 587 *New 2024-03-31 5,471 $395,000 5,471
   Veriti Management LLC 559 *New 2024-03-31 5,105 $369,000 5,105
   ALLIANCEBERNSTEIN L.P. 2846 *New 2023-12-31 4,410 $293,000 4,410
   SMITH MOORE & CO. 356 *New 2023-12-31 3,869 $257,000 3,869
   Integrated Wealth Concepts LLC 1360 *New 2023-12-31 3,623 $240,000 3,623
   Vertex Planning Partners LLC 148 *New 2023-12-31 3,419 $227,000 3,419
   Fusion Capital LLC *New 2023-12-31 3,062 $203,000 3,062
   DIXON FNANCIAL SERVICES INC. 36 *New 2024-03-31 2,787 $201,000 2,787
   Ahrens Investment Partners LLC 157 *New 2023-03-31 2,910 $180,000 2,910
   Garde Capital Inc. 202 *New 2023-12-31 2,700 $179,000 2,700
   EDMOND DE ROTHSCHILD HOLDING S.A. 399 *New 2023-12-31 2,480 $165,000 2,480
   ICA Group Wealth Management LLC 558 *New 2023-12-31 621 $41,000 621
   Aptus Capital Advisors LLC 738 *New 2023-12-31 300 $20,000 300
   Coastal Investment Advisors Inc. 664 *New 2024-03-31 214 $15,000 214
   Nelson Van Denburg & Campbell Wealth Management Gr 956 *New 2023-12-31 180 $12,000 180
  21 Records found
  1    
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