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Get Institutions for : 
Wisdom Tree Trust Total Dividend Fund (DTD)  
$67.53 0.38 (0.57%) as of 4:30 Fri 4/19


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 169    7
Total shares held : 
 8,195,497  
% of shares held : 
 10.64%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -12  
Amount of shares held : 
 26,309  
% of shares held change : 
   0.03%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $59.59  
Last Quarter's Ending Price : 
 $65.38  
Last Quarter's Average Price : 
 $61.54  
Change from last quarter's     
avg. price to the last closing  : 
5.99 (9.73%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
6
 11,022
 0.13%
 
Increased Positions :
52
 417,119
 5.09%
 
Unchanged Positions :
54
 284,779
 3.47%
 
Decreased Positions :
57
-345,027
-4.21%
 
Closed Positions :
13
-56,805
-0.69%
 
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
   BANK OF AMERICA CORP /DE/ 710 - 2023-12-31 2,045,553 $133,738,000 29,360
   MORGAN STANLEY 1421 - 2023-12-31 1,044,024 $68,258,000 49,940
   LPL FINANCIAL CORP 589 - 2024-03-31 609,661 $43,115,000 41,037
   WELLS FARGO & CO/MN 971 - 2024-03-31 373,121 $26,387,000 -2,759
   626 Financial LLC 2 - 2024-03-31 297,206 $21,018,000 4,341
   Connecticut Wealth Management LLC 23 - 2024-03-31 278,166 $19,672,000 -431
   Pinnacle Financial Group LLC / IL 2 - 2023-12-31 293,385 $19,182,000 -14,752
   HIGHTOWER ADVISORS, LLC 549 - 2024-03-31 217,472 $15,377,000 -5,324
   FINANCIAL NETWORK 276 - 2023-12-31 204,979 $13,402,000 -6,035
   Vertex Planning Partners LLC 9 - 2023-12-31 198,668 $12,989,000 -139,905
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 769 - 2024-03-31 151,480 $10,713,000 19,652
   AMERIPRISE FINANCIAL INC 1685 - 2023-12-31 163,058 $10,661,000 31,024
   Melone Private Wealth LLC 8 - 2024-03-31 115,023 $8,134,000 -1,271
   Kestra Advisory Services LLC 353 - 2023-12-31 105,898 $6,924,000 -1,255
   UBS Group AG 1711 - 2023-12-31 104,811 $6,853,000 5,840
   J P MORGAN CHASE & CO 2412 - 2024-03-31 76,755 $5,428,000 -4,445
   FFG RETIREMENT ADVISORS LLC 9 - 2024-03-31 65,142 $4,607,000 -19,670
   ENVESTNET ASSET MANAGEMENT INC 2003 - 2023-12-31 64,749 $4,233,000 4,244
   MARINER WEALTH ADVISORS, LLC 746 - 2023-12-31 64,175 $4,196,000 1,497
   ROYAL BANK OF CANADA 2066 - 2023-12-31 60,412 $3,950,000 1,563
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 887 - 2024-03-31 54,679 $3,867,000 238
   PATHSTONE FAMILY OFFICE, LLC 331 *New 2023-09-30 62,211 $3,743,000 62,211
   Pathstone Holdings LLC 527 - 2023-12-31 54,479 $3,562,000 0
   CI Private Wealth LLC 823 - 2024-03-31 46,371 $3,279,000 1,202
   Advisor Group Holdings Inc. 1363 - 2024-03-31 44,592 $3,154,000 1,293
   Merit Financial Group LLC 204 *New 2024-03-31 45,942 $3,147,000 45,942
   Steward Partners Investment Advisory LLC 383 - 2023-12-31 48,036 $3,141,000 450
   COMMONWEALTH EQUITY SERVICES LLC. 1468 - 2024-03-31 43,400 $3,069,000 -369
   H D Vest Advisory Services 428 - 2024-03-31 42,348 $2,995,000 3,671
   GOLDMAN SACHS GROUP INC/ 2896 - 2023-12-31 45,250 $2,958,000 16,640
   Brookstone Capital Management 314 - 2024-03-31 37,229 $2,633,000 -10,665
   Capital Advisory Group Advisory Services LLC 25 - 2024-03-31 34,231 $2,421,000 652
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 681 - 2023-09-30 40,057 $2,410,000 -139
   Certified Advisory Corp 85 - 2024-03-31 33,765 $2,388,000 -1,288
   CREATIVE PLANNING 846 - 2023-12-31 36,286 $2,372,000 845
   ARVEST INVESTMENTS INC. 61 - 2024-03-31 31,597 $2,235,000 -4,998
   My Legacy Advisors LLC 32 - 2023-12-31 34,038 $2,221,000 -1,504
   ARVEST TRUST CO N A - 2023-12-31 33,954 $2,220,000 -1,826
   True Wealth Design LLC 21 - 2023-12-31 31,014 $2,028,000 -75
   Rockefeller Capital Management L.P. 917 - 2023-12-31 29,848 $1,952,000 2,322
   LCNB CORP 40 - 2024-03-31 25,646 $1,814,000 -600
   Avant Capital LLC 19 - 2023-09-30 29,271 $1,761,000 120
   ATRIA INVESTMENTS LLC 663 - 2023-12-31 25,801 $1,687,000 -10,613
   WADE G W & INC 186 - 2023-12-31 25,343 $1,657,000 86
   MGO Private Wealth LLC 25 - 2024-03-31 20,292 $1,435,000 -1,733
   SONATA CAPITAL GROUP INC 36 - 2024-03-31 20,119 $1,423,000 811
   BSC PRIVATE WEALTH MANAGEMENT LLC 61 - 2024-03-31 19,947 $1,411,000 -527
   Stratos Wealth Partners LTD. 528 - 2024-03-31 19,938 $1,410,000 821
   Sharper & Granite LLC 45 - 2024-03-31 20,205 $1,407,000 -930
   KLR INVESTMENT ADVISORS LLC 18 - 2024-03-31 20,528 $1,399,000 -3,430
   RAYMOND JAMES & ASSOCIATES 2380 - 2024-03-31 19,350 $1,368,000 1,059
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2193 - 2024-03-31 19,246 $1,361,000 -12,465
   CHERRYDALE WEALTH MANAGEMENT LLC 20 - 2024-03-31 18,150 $1,284,000 86
   EVERCORE WEALTH MANAGEMENT, LLC 205 - 2023-12-31 18,900 $1,236,000 0
   Private Advisor Group LLC 1061 - 2024-03-31 17,293 $1,223,000 -3,836
   CWM LLC 784 - 2024-03-31 16,923 $1,197,000 14,568
   BLAIR WILLIAM & CO/IL 814 - 2024-03-31 16,724 $1,183,000 -2,541
   VERUS CAPITAL PARTNERS LLC 104 - 2024-03-31 16,321 $1,154,000 738
   JFS WEALTH ADVISORS, LLC 106 - 2024-03-31 16,306 $1,153,000 8
   NBC SECURITIES INC. 227 - 2024-03-31 14,169 $1,112,000 5,340
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1187 - 2024-03-31 15,650 $1,107,000 53
   CAPTRUST FINANCIAL ADVISORS 1200 - 2023-12-31 16,654 $1,089,000 -9,618
   Sowell Financial Services LLC 329 *New 2024-03-31 15,363 $1,086,000 15,363
   Atria Wealth Solutions Inc. 819 - 2023-12-31 16,510 $1,079,000 1,236
   MULTIFINANCIAL SECURITIES CORP 759 - 2023-12-31 15,767 $1,031,000 4,316
   Cetera Investment Advisers 1121 - 2023-12-31 14,687 $960,000 3,306
   PCA Investment Advisory Services Inc. 35 - 2024-03-31 13,293 $940,000 0
   Sunbelt Securities Inc. 191 - 2024-03-31 13,094 $926,000 -4,355
   Claro Advisors LLC 145 - 2024-03-31 12,993 $919,000 -3,397
   HB Wealth Management LLC 368 - 2024-03-31 12,880 $911,000 0
   Kendall Capital Management 104 - 2024-03-31 12,080 $854,000 -1,000
   Spire Wealth Management 412 - 2024-03-31 11,877 $840,000 19
   CITADEL ADVISORS LLC 3091 - 2023-12-31 12,838 $839,000 -22,223
   AE Wealth Management LLC 1214 - 2023-12-31 12,504 $828,000 129
   INSTITUTE FOR WEALTH MANAGEMENT, LLC. 193 - 2024-03-31 11,693 $827,000 -100
   WHITTIER TRUST CO OF NEVADA INC 308 - 2024-03-31 10,467 $740,000 0
   PANORAMIC INVESTMENT ADVISORS LLC 44 - 2024-03-31 10,345 $732,000 -52
   Revisor Wealth Management LLC 73 - 2024-03-31 10,528 $714,000 10,528
   CUTLER INVESTMENT COUNSEL LLC 83 - 2024-03-31 9,682 $685,000 269
   Goss Wealth Management LLC 1124 - 2023-12-31 10,362 $677,000 -11,754
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1097 - 2023-12-31 10,155 $664,000 655
   S.C. Financial Services Inc. 28 - 2022-12-31 10,901 $661,000 170
   PARK AVENUE SECURITIES LLC 851 - 2024-03-31 8,951 $633,000 -359
   BALLENTINE FINN & COMPANY INC 350 - 2024-03-31 8,640 $611,000 0
   JANE STREET GROUP LLC 3739 - 2023-12-31 9,212 $602,000 9,212
   GREAT VALLEY ADVISOR GROUP INC. 463 - 2024-03-31 8,091 $573,000 958
   Alta Wealth Advisors LLC 75 - 2024-03-31 7,947 $562,000 -62
   FMR LLC 2505 - 2023-12-31 8,468 $554,000 455
   Truadvice LLC 119 *New 2023-09-30 9,046 $546,000 9,046
   SAVANT CAPITAL MANAGEMENT INC 706 - 2024-03-31 7,608 $538,000 0
   Gateway Wealth Partners LLC 102 - 2023-12-31 7,962 $521,000 50
   JANNEY MONTGOMERY SCOTT LLC 1971 - 2024-03-31 7,244 $512,000 -72
   REGIONS FINANCIAL CORP 594 - 2024-03-31 7,226 $511,000 0
   Treynor Bancshares Inc. 61 - 2023-12-31 7,800 $510,000 0
   Amplius Wealth Advisors LLC 94 - 2024-03-31 7,186 $508,000 0
   Team Financial Group LLC 19 - 2023-12-31 7,776 $508,000 -265
   MML INVESTORS SERVICES LLC 1743 - 2023-12-31 7,722 $505,000 -30
   Baird Financial Group Inc. 1376 - 2023-12-31 6,993 $457,000 -1
   Sandy Cove Advisors LLC 72 - 2024-03-31 6,372 $451,000 -245
   CREATIVE FINANCIAL DESIGNS INC /ADV 277 - 2024-03-31 6,368 $450,000 993
  100 Records found
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