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Get Institutions for : 
WisdomTree World ex-US Growth (DNL)  
$38.82 0.07 (0.19%) as of 4:30 Wed 5/8


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 95    7
Total shares held : 
 12,653,002  
% of shares held : 
 14.06%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -12  
Amount of shares held : 
 -586,244  
% of shares held change : 
   -0.65%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $33.15  
Last Quarter's Ending Price : 
 $36.99  
Last Quarter's Average Price : 
 $34.42  
Change from last quarter's     
avg. price to the last closing  : 
4.40 (12.79%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
8
 100,215
 0.79%
 
Increased Positions :
33
 592,467
 4.68%
 
Unchanged Positions :
16
 133,048
 1.05%
 
Decreased Positions :
38
-727,187
-5.75%
 
Closed Positions :
15
-551,739
-4.36%
 
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
   FIAT WEALTH MANAGEMENT LLC 10 - 2023-12-31 5,681 $210,139,000 0
   MORGAN STANLEY 1804 - 2023-12-31 1,256,014 $46,460,000 6,869
   BANK OF AMERICA CORP /DE/ 1306 - 2023-12-31 1,069,074 $39,545,000 -68,373
   WELLS FARGO & CO/MN 849 - 2023-12-31 872,683 $32,281,000 111,864
   AMERIPRISE FINANCIAL INC 1026 - 2023-12-31 809,318 $29,942,000 52,074
   CWM LLC 145 - 2024-03-31 764,645 $29,737,000 61,594
   UBS Group AG 936 - 2023-12-31 765,951 $28,333,000 -50,969
   Private Advisor Group LLC - 2024-03-31 656,191 $25,519,000 23,090
   ROYAL BANK OF CANADA 1079 - 2023-12-31 601,345 $22,244,000 -134,576
   LPL FINANCIAL CORP 849 - 2023-12-31 575,769 $21,298,000 -16,814
   Legacy Financial Advisors Inc. 5 - 2023-12-31 441,010 $16,313,000 -2,451
   COMMONWEALTH EQUITY SERVICES LLC. 586 - 2024-03-31 407,566 $15,850,000 -25,739
   360 Financial Inc. 3 - 2023-12-31 391,940 $14,498,000 11,159
   Key Financial Inc 3 - 2024-03-31 391,275 $14,473,000 0
   BIP Wealth LLC 17 - 2023-12-31 279,688 $10,346,000 12,993
   JANE STREET GROUP LLC 912 - 2023-12-31 273,437 $10,114,000 164,194
   Cedrus LLC 6 - 2024-03-31 176,216 $6,853,000 15,233
   CAPTRUST FINANCIAL ADVISORS 466 - 2023-12-31 176,518 $6,529,000 -2,690
   Systelligence LLC 28 - 2024-03-31 166,578 $6,478,000 -594
   QUANTITATIVE ADVANTAGE LLC 35 - 2023-03-31 171,660 $6,089,000 10,293
   Equitable Holdings Inc. 200 - 2023-12-31 157,174 $5,814,000 -126,260
   J P MORGAN CHASE & CO 2353 - 2023-12-31 156,841 $5,802,000 -33,596
   Kestra Advisory Services LLC 458 - 2023-12-31 132,068 $4,885,000 4,127
   ShoreHaven Wealth Partners LLC - 2024-03-31 114,106 $4,438,000 -39,752
   ENVESTNET ASSET MANAGEMENT INC 1982 - 2023-12-31 118,972 $4,401,000 -284
   Baird Financial Group Inc. 709 - 2023-12-31 111,097 $4,109,000 26,515
   FINANCIAL NETWORK 673 - 2023-12-31 108,380 $4,009,000 5,191
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1330 - 2024-03-31 89,589 $3,484,000 -85,860
   Breakwater Capital Group 34 - 2024-03-31 79,127 $3,077,000 -341
   SENTINEL PENSION ADVISORS INC 24 - 2023-12-31 78,602 $2,908,000 -15
   IEQ CAPITAL LLC 233 - 2023-12-31 76,836 $2,842,000 0
   LEVEL FOUR ADVISORY SERVICES LLC 163 - 2023-12-31 71,262 $2,636,000 -3,820
   NewEdge Wealth LLC 254 *New 2023-12-31 69,876 $2,585,000 69,876
   Collaborative Wealth Managment Inc. 21 - 2023-12-31 65,897 $2,438,000 -5,057
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 696 - 2023-09-30 67,813 $2,268,000 751
   IHT Wealth Management LLC 209 - 2023-12-31 58,304 $2,157,000 1,705
   Integrity Financial Corp /WA 15 *New 2024-03-31 52,559 $2,044,000 52,559
   Envestnet Portfolio Solutions Inc. 590 - 2023-12-31 55,161 $2,040,000 4,551
   Ameritas Advisory Services LLC 178 - 2023-12-31 54,114 $2,002,000 -39,701
   Vertex Planning Partners LLC 23 - 2023-12-31 52,654 $1,948,000 -19,675
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1309 - 2024-03-31 47,989 $1,866,000 -400
   Cerro Pacific Wealth Advisors LLC 27 - 2023-03-31 49,017 $1,739,000 -2,350
   MAINSTAY CAPITAL MANAGEMENT LLC /ADV 27 - 2024-03-31 41,418 $1,611,000 -6,839
   Well Done LLC 49 - 2024-03-31 41,176 $1,601,000 -683
   HIGHTOWER ADVISORS, LLC 1540 - 2023-12-31 42,395 $1,569,000 -1,506
   Financial Strategies Group Inc. 36 - 2024-03-31 37,921 $1,481,000 243
   OLD MISSION CAPITAL LLC 336 - 2023-12-31 40,023 $1,480,000 15,922
   STIFEL FINANCIAL CORP 1881 - 2023-12-31 39,308 $1,454,000 -19,725
   RAYMOND JAMES & ASSOCIATES 2371 - 2024-03-31 35,867 $1,395,000 -5,780
   Integrated Wealth Concepts LLC 670 - 2023-12-31 30,855 $1,141,000 3,306
   TECTONIC ADVISORS LLC 120 - 2023-12-31 30,573 $1,131,000 86
   Stratos Wealth Partners LTD. 638 - 2024-03-31 25,494 $991,000 2,071
   Howard Wealth Management LLC 34 - 2023-12-31 26,317 $973,000 -1,706
   H D Vest Advisory Services 771 - 2023-12-31 23,143 $856,000 -121
   WealthPlan Investment Management LLC 103 - 2023-12-31 21,920 $811,000 1,213
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1055 - 2023-12-31 20,432 $756,000 1,186
   TFG Advisers LLC 95 - 2023-12-31 18,932 $700,000 42
   Argent Trust Co 371 - 2023-12-31 16,560 $613,000 0
   TD CAPITAL MANAGEMENT LLC 60 - 2023-12-31 16,371 $606,000 1,486
   NATIONAL ASSET MANAGEMENT, INC. 722 - 2023-12-31 16,166 $598,000 4,563
   MULTIFINANCIAL SECURITIES CORP 1127 - 2023-12-31 13,495 $499,000 1,355
   DRIVE WEALTH MANAGEMENT LLC 132 - 2024-03-31 12,742 $496,000 1,564
   Sowell Financial Services LLC *New 2024-03-31 12,581 $489,000 12,581
   Lion Street Advisors LLC 114 - 2024-03-31 12,928 $478,000 0
   KWB Wealth 79 - 2024-03-31 12,229 $476,000 -120,546
   US BANCORP 1596 - 2023-12-31 11,420 $422,000 0
   CHERRYDALE WEALTH MANAGEMENT LLC 37 - 2024-03-31 9,983 $388,000 42
   Raab & Moskowitz Asset Management LLC 127 - 2023-12-31 10,240 $379,000 0
   Advisor Group Holdings Inc. 3419 - 2023-12-31 9,676 $358,000 -3,340
   CI Private Wealth LLC 1929 - 2023-12-31 7,064 $261,000 0
   Ruggaard & Associates LLC 95 - 2023-12-31 7,041 $260,000 -903
   Steward Partners Investment Advisory LLC 1292 - 2023-12-31 6,700 $248,000 -900
   Integrys Wealth Advisors LLC 134 - 2024-03-31 5,864 $228,000 0
   OneAscent Financial Services LLC 334 - 2024-03-31 5,790 $225,000 0
   HRT FINANCIAL LLC 1581 *New 2023-12-31 6,063 $224,000 6,063
   SageView Advisory Group LLC 519 *New 2023-12-31 5,917 $218,000 5,917
   Geneos Wealth Management Inc. - 2024-03-31 5,585 $217,000 -547
   FLOW TRADERS U.S. LLC 630 - 2023-12-31 5,823 $215,000 5,823
   J.W. COLE ADVISORS INC. - 2024-03-31 5,328 $207,000 -639
   Summit Investment Advisory Services LLC 65 - 2024-03-31 5,295 $206,000 -193
   COMERICA BANK 2296 - 2023-12-31 4,735 $175,000 -7
   AdvisorNet Financial Inc 504 - 2024-03-31 4,400 $171,000 0
   HANSON MCCLAIN, INC. 832 - 2024-03-31 4,284 $167,000 0
   FinTrust Capital Advisors LLC 383 - 2024-03-31 2,509 $98,000 0
   FIRST COMMUNITY TRUST NA 117 - 2024-03-31 2,000 $78,000 0
   PRIVATE TRUST CO NA 964 - 2024-03-31 1,977 $77,000 -39
   PRINCIPAL SECURITIES INC. 1376 - 2023-12-31 1,659 $61,000 0
   IFP Advisors Inc 1475 - 2023-12-31 1,500 $55,000 0
   Coastal Investment Advisors Inc. 563 *New 2024-03-31 1,205 $47,000 1,205
   FMR LLC 3460 - 2023-12-31 1,084 $40,000 989
   Nelson Van Denburg & Campbell Wealth Management Gr - 2024-03-31 1,065 $38,000 965
   Element Wealth LLC 186 *New 2023-12-31 689 $25,000 689
   CITIGROUP INC 4023 - 2023-12-31 536 $20,000 -10,398
   Goss Wealth Management LLC 2632 *New 2023-12-31 425 $16,000 425
   Front Row Advisors LLC 275 - 2023-12-31 440 $16,000 0
   Northwest Financial Advisors 365 - 2023-12-31 292 $11,000 0
   Harel Insurance Investments & Financial Services L - 2024-03-31 290 $11,000 0
   OPTIMUM INVESTMENT ADVISORS 558 - 2024-03-31 148 $6,000 0
   PROEQUITIES INC. - 2024-03-31 120 $5,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV - 2024-03-31 115 $4,000 0
  100 Records found
  1    
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