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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 601 - 2023-12-31 568,624 $37,177,000 30,338
   WELLS FARGO & CO/MN 959 - 2023-12-31 375,880 $24,575,000 -14,637
   626 Financial LLC 2 - 2024-03-31 297,206 $21,018,000 4,341
   Pinnacle Financial Group LLC / IL 2 - 2023-12-31 293,385 $19,182,000 -14,752
   Connecticut Wealth Management LLC 23 - 2023-12-31 278,597 $18,215,000 -4,078
   HIGHTOWER ADVISORS, LLC 559 - 2023-12-31 222,796 $14,562,000 -3,501
   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
   AMERIPRISE FINANCIAL INC 1685 - 2023-12-31 163,058 $10,661,000 31,024
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 804 - 2023-12-31 131,828 $8,619,000 95,418
   Melone Private Wealth LLC 8 - 2023-12-31 116,294 $7,603,000 1,540
   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
   FFG RETIREMENT ADVISORS LLC 5 - 2023-12-31 84,812 $5,545,000 -11,755
   J P MORGAN CHASE & CO 2403 - 2023-12-31 81,200 $5,309,000 23,936
   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
   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
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 867 - 2023-12-31 54,441 $3,559,000 -511
   Steward Partners Investment Advisory LLC 383 - 2023-12-31 48,036 $3,141,000 450
   GOLDMAN SACHS GROUP INC/ 2896 - 2023-12-31 45,250 $2,958,000 16,640
   CI Private Wealth LLC 849 - 2023-12-31 45,169 $2,953,000 6,694
   COMMONWEALTH EQUITY SERVICES LLC. 1434 - 2023-12-31 43,769 $2,862,000 1,188
   Advisor Group Holdings Inc. 1587 - 2023-12-31 43,299 $2,831,000 -15,377
   Brookstone Capital Management 314 - 2024-03-31 37,229 $2,633,000 -10,665
   H D Vest Advisory Services 444 - 2023-12-31 38,677 $2,529,000 10,832
   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
   CREATIVE PLANNING 846 - 2023-12-31 36,286 $2,372,000 845
   Certified Advisory Corp 84 - 2023-12-31 35,053 $2,292,000 -372
   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
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1850 - 2023-12-31 31,711 $2,073,000 16,398
   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
   Avant Capital LLC 19 - 2023-09-30 29,271 $1,761,000 120
   LCNB CORP 38 - 2023-12-31 26,246 $1,716,000 -950
   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
   KLR INVESTMENT ADVISORS LLC 17 - 2023-12-31 23,958 $1,566,000 1,601
   MGO Private Wealth LLC 25 - 2024-03-31 20,292 $1,435,000 -1,733
   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
   Private Advisor Group LLC 950 - 2023-12-31 21,129 $1,381,000 -1,188
   BSC PRIVATE WEALTH MANAGEMENT LLC 63 - 2023-12-31 20,474 $1,339,000 -5
   CHERRYDALE WEALTH MANAGEMENT LLC 20 - 2024-03-31 18,150 $1,284,000 86
   SONATA CAPITAL GROUP INC 33 - 2023-12-31 19,308 $1,262,000 688
   BLAIR WILLIAM & CO/IL 789 - 2023-12-31 19,265 $1,260,000 -631
   EVERCORE WEALTH MANAGEMENT, LLC 205 - 2023-12-31 18,900 $1,236,000 0
   CWM LLC 784 - 2024-03-31 16,923 $1,197,000 14,568
   RAYMOND JAMES & ASSOCIATES 2397 - 2023-12-31 18,291 $1,196,000 667
   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
   Atria Wealth Solutions Inc. 819 - 2023-12-31 16,510 $1,079,000 1,236
   JFS WEALTH ADVISORS, LLC 103 - 2023-12-31 16,298 $1,066,000 -96
   MULTIFINANCIAL SECURITIES CORP 759 - 2023-12-31 15,767 $1,031,000 4,316
   VERUS CAPITAL PARTNERS LLC 101 - 2023-12-31 15,583 $1,019,000 1,017
   Cetera Investment Advisers 1121 - 2023-12-31 14,687 $960,000 3,306
   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
   PCA Investment Advisory Services Inc. 34 - 2023-12-31 13,293 $869,000 -528
   Kendall Capital Management - 2023-12-31 13,080 $855,000 0
   HB Wealth Management LLC 345 - 2023-12-31 12,880 $842,000 -1,072
   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
   Spire Wealth Management 417 - 2023-12-31 11,858 $776,000 -72
   INSTITUTE FOR WEALTH MANAGEMENT, LLC. 190 - 2023-12-31 11,793 $771,000 -244
   PANORAMIC INVESTMENT ADVISORS LLC 44 - 2024-03-31 10,345 $732,000 -52
   WHITTIER TRUST CO OF NEVADA INC 305 - 2023-12-31 10,467 $684,000 0
   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
   CUTLER INVESTMENT COUNSEL LLC 91 - 2023-12-31 9,413 $615,000 -217
   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
   FMR LLC 2505 - 2023-12-31 8,468 $554,000 455
   Truadvice LLC 119 *New 2023-09-30 9,046 $546,000 9,046
   Consolidated Portfolio Review Corp 164 - 2023-12-31 8,123 $531,000 -13,559
   Alta Wealth Advisors LLC 78 - 2023-12-31 8,009 $524,000 -2,402
   Gateway Wealth Partners LLC 102 - 2023-12-31 7,962 $521,000 50
   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
   SAVANT CAPITAL MANAGEMENT INC 565 - 2023-12-31 7,608 $497,000 0
   JANNEY MONTGOMERY SCOTT LLC 1920 - 2023-12-31 7,316 $478,000 4
   REGIONS FINANCIAL CORP 597 - 2023-12-31 7,226 $472,000 0
   BAKER TILLY FINANCIAL LLC 289 - 2023-12-31 7,216 $472,000 0
   GREAT VALLEY ADVISOR GROUP INC. 475 *New 2023-12-31 7,133 $466,000 7,133
   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
   Sanibel Captiva Trust Company Inc. 248 - 2023-12-31 6,850 $448,000 0
   Gradient Capital Advisors LLC 95 - 2024-03-31 6,336 $448,000 0
  100 Records found
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