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Get Institutions for : 
WisdomTree World ex-US Growth (DNL)  
$39.91 0.15 (0.39%) as of 4:30 Fri 5/17


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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  : 
5.49 (15.96%)  




 
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
   MORGAN STANLEY 1928 - 2024-03-31 1,051,491 $40,893,000 -204,523
   BANK OF AMERICA CORP /DE/ 1519 - 2024-03-31 886,696 $34,484,000 -182,378
   AMERIPRISE FINANCIAL INC 1048 - 2024-03-31 778,094 $30,282,000 -31,224
   WELLS FARGO & CO/MN 950 - 2024-03-31 718,960 $27,960,000 -153,723
   ROYAL BANK OF CANADA 1098 - 2024-03-31 542,233 $21,087,000 -59,112
   COMMONWEALTH EQUITY SERVICES LLC. 586 - 2024-03-31 407,566 $15,850,000 -25,739
   BIP Wealth LLC 19 - 2024-03-31 273,593 $10,640,000 -6,095
   CAPTRUST FINANCIAL ADVISORS 422 - 2024-03-31 176,334 $6,858,000 -184
   Systelligence LLC 28 - 2024-03-31 166,578 $6,478,000 -594
   Kestra Advisory Services LLC 548 - 2024-03-31 120,824 $4,699,000 -11,244
   ENVESTNET ASSET MANAGEMENT INC 2027 - 2024-03-31 118,493 $4,608,000 -479
   J P MORGAN CHASE & CO 2513 - 2024-03-31 114,989 $4,472,000 -41,852
   ShoreHaven Wealth Partners LLC 12 - 2024-03-31 114,106 $4,438,000 -39,752
   JANE STREET GROUP LLC 1400 - 2024-03-31 112,790 $4,386,000 -160,647
   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
   Collaborative Wealth Managment Inc. 23 - 2024-03-31 62,317 $2,424,000 -3,580
   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 1530 - 2024-03-31 39,908 $1,552,000 -2,487
   STIFEL FINANCIAL CORP 1926 - 2024-03-31 38,440 $1,495,000 -868
   RAYMOND JAMES & ASSOCIATES 2371 - 2024-03-31 35,867 $1,395,000 -5,780
   Integrated Wealth Concepts LLC 695 - 2024-03-31 29,226 $1,137,000 -1,629
   WealthPlan Investment Management LLC 101 - 2024-03-31 21,425 $833,000 -495
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1076 - 2024-03-31 20,105 $782,000 -327
   H D Vest Advisory Services 896 - 2024-03-31 17,862 $695,000 -5,281
   KWB Wealth 79 - 2024-03-31 12,229 $476,000 -120,546
   TD CAPITAL MANAGEMENT LLC 70 - 2024-03-31 10,257 $399,000 -6,114
   NATIONAL ASSET MANAGEMENT, INC. 921 - 2024-03-31 11,603 $388,000 -4,563
   Geneos Wealth Management Inc. 683 - 2024-03-31 5,585 $217,000 -547
   J.W. COLE ADVISORS INC. 819 - 2024-03-31 5,328 $207,000 -639
   Summit Investment Advisory Services LLC 65 - 2024-03-31 5,295 $206,000 -193
   PRIVATE TRUST CO NA 964 - 2024-03-31 1,977 $77,000 -39
   CITIGROUP INC 4084 - 2024-03-31 532 $21,000 -4
   FMR LLC 4420 - 2024-03-31 94 $4,000 -990
  37 Records found
  1    
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