Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
WisdomTree Trust International SmallCap Dividend Fund (DLS)  
$62.48 0.12 (0.19%) as of 4:30 Fri 4/19


Download
     
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Sound Income Strategies LLC 1247 *Closed 2024-03-31 0 $0 -269
   OConnor Financial Group LLC 49 *Closed 2024-03-31 0 $0 -61,116
   3D/L Capital Management LLC 27 *Closed 2023-12-31 0 $0 -240,789
   TSFG LLC 818 *Closed 2024-03-31 0 $0 -254
   COLDSTREAM CAPITAL MANAGEMENT INC 949 *Closed 2023-12-31 0 $0 -3,656
   Farther Finance Advisors LLC 3168 *Closed 2023-12-31 0 $0 -496
   Occidental Asset Management LLC 209 *Closed 2024-03-31 0 $0 -36,186
   49 WEALTH MANAGEMENT LLC 130 *Closed 2024-03-31 0 $0 -3,242
   LAIRD NORTON TYEE TRUST CO 99 *Closed 2023-12-31 0 $0 -6,780
   MODERA WEALTH MANAGEMENT, LLC 561 *Closed 2023-12-31 0 $0 -9,390
   Baird Financial Group Inc. 1743 *Closed 2023-12-31 0 $0 -3,701
   Meridian Financial Partners LLC 50 *Closed 2024-03-31 0 $0 -5,417
   VIRTU FINANCIAL LLC 1828 *Closed 2023-12-31 0 $0 -7,687
   Goss Wealth Management LLC 3802 *Closed 2023-12-31 0 $0 -69
   Geneos Wealth Management Inc. 2204 *Closed 2024-03-31 0 $0 -100
   FTB Advisors Inc. 2498 *Closed 2024-03-31 0 $0 -660
  16 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