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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
   AMERICAN NATIONAL BANK 465 *Closed 2024-03-31 0 $0 -200
   Ameritas Advisory Services LLC 676 *Closed 2023-12-31 0 $0 -4,637
   Advisor Resource Council 257 *Closed 2024-03-31 0 $0 -5,845
   GSA CAPITAL PARTNERS LLP 1588 *Closed 2023-12-31 0 $0 -8,612
   LAKE STREET ADVISORS GROUP LLC 408 *Closed 2023-12-31 0 $0 -11,113
   PCG Wealth Advisors LLC 112 *Closed 2024-03-31 0 $0 -3,475
   Gateway Wealth Partners LLC 242 *Closed 2023-12-31 0 $0 -4,697
   Redwood Financial Network Corp 143 *Closed 2023-12-31 0 $0 -3,319
   BNP PARIBAS ARBITRAGE SA 3155 *Closed 2023-12-31 0 $0 -3
   SMITHFIELD TRUST CO 1044 *Closed 2023-12-31 0 $0 -1,585
   JANE STREET GROUP LLC 5609 *Closed 2023-12-31 0 $0 -36,191
   OMNI 360 Wealth Inc. 108 *Closed 2024-03-31 0 $0 -6,672
   WealthTrust Asset Management LLC 83 *Closed 2023-12-31 0 $0 -11,747
   TIAA FSB 582 *Closed 2023-06-30 0 $0 -3,493
   Coulter & Justus Financial Services LLC 43 *Closed 2023-12-31 0 $0 -4,105
   HALLMARK CAPITAL MANAGEMENT INC 359 *Closed 2023-12-31 0 $0 -395
   LGT Financial Advisors LLC 998 *Closed 2023-12-31 0 $0 -393
   BKM Wealth Management LLC 544 *Closed 2024-03-31 0 $0 -4,278,236
   Hibernia Wealth Partners LLC 356 *Closed 2023-12-31 0 $0 -90,941
   Northern Capital Management Inc. 39 *Closed 2023-12-31 0 $0 -3,622
   TRUST CO OF VERMONT 831 *Closed 2023-12-31 0 $0 -246
   Capstone Triton Financial Group LLC 103 *Closed 2024-03-31 0 $0 -4,040
  22 Records found
  1    
  Page 1 of 1
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