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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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   PATHSTONE FAMILY OFFICE, LLC 331 *New 2023-09-30 62,211 $3,743,000 62,211
   Sowell Financial Services LLC 329 *New 2024-03-31 15,363 $1,086,000 15,363
   Truadvice LLC 119 *New 2023-09-30 9,046 $546,000 9,046
   GREAT VALLEY ADVISOR GROUP INC. 475 *New 2023-12-31 7,133 $466,000 7,133
   BANK OF NEW YORK MELLON CORP 3588 *New 2024-03-31 5,363 $379,000 5,363
   Eagle Strategies LLC 249 *New 2024-03-31 3,013 $213,000 3,013
   JACKSON SQUARE CAPITAL LLC 132 *New 2024-03-31 2,990 $211,000 2,990
   Blue Barn Wealth LLC 119 *New 2023-12-31 3,154 $206,000 3,154
   LIBRA WEALTH LLC 55 *New 2024-03-31 2,867 $203,000 2,867
   Element Wealth LLC 182 *New 2023-12-31 457 $30,000 457
   Ahrens Investment Partners LLC 403 *New 2023-03-31 500 $30,000 500
   Semmax Financial Advisors Inc. 190 *New 2023-12-31 263 $17,000 263
   Opal Wealth Advisors LLC 251 *New 2024-03-31 112 $8,000 112
   ADVISORY SERVICES NETWORK, LLC 3416 *New 2023-12-31 8 $1,000 8
   CITIGROUP INC 4592 *New 2023-12-31 7 $0 7
  15 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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