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Get Institutions for : 
WisdomTree Trust International SmallCap Dividend Fund (DLS)  
$62.48 0.12 (0.19%) as of 4:30 Fri 4/19


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 200    2
Total shares held : 
 6,609,575  
% of shares held : 
 31.55%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -25  
Amount of shares held : 
 -719,501  
% of shares held change : 
   -3.43%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $56.66  
Last Quarter's Ending Price : 
 $63.85  
Last Quarter's Average Price : 
 $58.52  
Change from last quarter's     
avg. price to the last closing  : 
3.96 (6.77%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
9
 291,734
 4.41%
 
Increased Positions :
59
 374,016
 5.66%
 
Unchanged Positions :
50
 208,558
 3.16%
 
Decreased Positions :
82
-1,023,830
-15.49%
 
Closed Positions :
11
-361,421
-5.47%
 
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
   SHAKESPEARE WEALTH MANAGEMENT INC. 10 - 2023-12-31 239,544 $15,294,000 12,495
   BIP Wealth LLC 15 - 2024-03-31 186,813 $12,182,000 26,067
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 671 - 2024-03-31 136,819 $8,922,000 9,527
   AE Wealth Management LLC 520 - 2023-12-31 100,964 $6,350,000 15,536
   LPL FINANCIAL CORP 1692 - 2024-03-31 84,453 $5,507,000 19,505
   Alpha Omega Wealth Management LLC 33 - 2024-03-31 73,912 $4,820,000 2,010
   Neumann Capital Management LLC 15 - 2024-03-31 70,389 $4,590,000 9,009
   Atomi Financial Group Inc. 53 - 2024-03-31 63,539 $4,143,000 49,277
   EMPIRICAL FINANCIAL SERVICES, LLC 121 - 2024-03-31 60,278 $3,931,000 912
   Kestra Advisory Services LLC 573 - 2023-12-31 54,689 $3,492,000 257
   Buckingham Strategic Partners 71 - 2023-12-31 50,404 $3,218,000 9,597
   CREATIVE PLANNING 726 - 2023-12-31 48,544 $3,099,000 738
   INVENIO WEALTH PARTNERS LLC 20 - 2024-03-31 44,099 $2,876,000 23,398
   ATRIA INVESTMENTS LLC 463 - 2023-12-31 45,047 $2,876,000 19,400
   Regency Capital Management Inc.DE 21 - 2024-03-31 44,002 $2,869,000 262
   Waterfront Wealth Inc. 35 - 2023-12-31 39,168 $2,501,000 767
   SMITHBRIDGE ASSET MANAGEMENT INC/DE 70 - 2024-03-31 32,145 $2,096,000 182
   Insight Advisors LLC/ PA 45 - 2024-03-31 30,836 $2,011,000 2,912
   Equitable Holdings Inc. 429 - 2023-12-31 28,922 $1,847,000 3,417
   HARBOUR INVESTMENTS INC. 250 - 2023-12-31 27,810 $1,776,000 835
   J P MORGAN CHASE & CO 3047 - 2024-03-31 26,944 $1,757,000 9,662
   KLR INVESTMENT ADVISORS LLC 13 - 2024-03-31 27,589 $1,741,000 1,633
   FFG RETIREMENT ADVISORS LLC 28 - 2024-03-31 24,802 $1,617,000 502
   Truadvice LLC 52 - 2023-09-30 24,396 $1,390,000 15,071
   Marathon Strategic Advisors LLC 9 - 2024-03-31 19,866 $1,295,000 394
   CITADEL ADVISORS LLC 2738 - 2023-12-31 19,414 $1,239,000 1,009
   STIFEL FINANCIAL CORP 2133 - 2023-12-31 15,883 $1,014,000 1,628
   SILVER OAK SECURITIES Inc 147 - 2024-03-31 14,837 $968,000 249
   OLD MISSION CAPITAL LLC 436 - 2023-12-31 15,154 $968,000 1,404
   Bruce G. Allen Investments LLC 19 - 2024-03-31 13,993 $913,000 546
   Betterment LLC 222 - 2024-03-31 12,092 $789,000 465
   Spire Wealth Management 432 - 2024-03-31 11,553 $753,000 838
   CITIGROUP INC 2563 - 2024-03-31 10,120 $660,000 376
   My Legacy Advisors LLC 130 - 2023-12-31 10,150 $638,000 6,482
   NBC SECURITIES INC. 387 - 2024-03-31 9,001 $586,000 3,733
   Capital Analysts Inc. 313 - 2023-12-31 7,783 $497,000 431
   PARK AVENUE SECURITIES LLC 971 - 2024-03-31 7,267 $474,000 1,983
   RFG Advisory Group LLC 517 - 2024-03-31 7,111 $464,000 496
   DOrazio & Associates Inc. 89 - 2024-03-31 7,082 $462,000 49
   FINANCIAL NETWORK 1945 - 2023-12-31 7,170 $458,000 22
   HPM Partners LLC - 2023-12-31 7,114 $455,000 2,504
   Bleakley Financial Group LLC 664 - 2024-03-31 6,410 $418,000 1,138
   INVESCO LTD 3248 - 2023-12-31 5,890 $376,000 326
   H D Vest Advisory Services 1182 - 2024-03-31 5,638 $368,000 5
   Chicago Partners Investment Group LLC 582 - 2024-03-31 4,508 $287,000 6
   Oxinas Partners Wealth Management LLC 102 - 2024-03-31 4,173 $272,000 650
   Signal Advisors Wealth LLC 245 - 2024-03-31 4,139 $270,000 54
   Claro Advisors LLC 353 - 2024-03-31 3,841 $250,000 13
   Heritage Wealth Advisors 244 - 2024-03-31 3,469 $113,000 3,329
   CREATIVE FINANCIAL DESIGNS INC /ADV 545 - 2024-03-31 1,684 $110,000 799
   Qube Research & Technologies Ltd 2739 - 2023-12-31 1,386 $88,000 69
   FMR LLC 3128 - 2023-12-31 1,334 $85,000 839
   Nelson Van Denburg & Campbell Wealth Management Gr 1185 - 2024-03-31 895 $58,000 6
   PRINCIPAL SECURITIES INC. 1611 - 2024-03-31 682 $44,000 5
   Carmichael Hill & Associates Inc. 330 - 2024-03-31 584 $38,000 4
   MONTAG A & ASSOCIATES INC 660 - 2024-03-31 447 $29,000 3
   BDO Wealth Advisors LLC 669 - 2023-06-30 212 $13,000 4
   Covestor Ltd 1777 - 2024-03-31 80 $5,000 4
   Founders Financial Alliance LLC 472 - 2023-12-31 57 $4,000 30
   HOWE & RUSLING INC 369 - 2023-12-31 14 $1,000 14
  60 Records found
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