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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
   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
   626 Financial LLC 2 - 2024-03-31 297,206 $21,018,000 4,341
   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
   UBS Group AG 1711 - 2023-12-31 104,811 $6,853,000 5,840
   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
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 887 - 2024-03-31 54,679 $3,867,000 238
   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
   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
   CREATIVE PLANNING 846 - 2023-12-31 36,286 $2,372,000 845
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1850 - 2023-12-31 31,711 $2,073,000 16,398
   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
   WADE G W & INC 186 - 2023-12-31 25,343 $1,657,000 86
   SONATA CAPITAL GROUP INC 36 - 2024-03-31 20,119 $1,423,000 811
   Stratos Wealth Partners LTD. 528 - 2024-03-31 19,938 $1,410,000 821
   RAYMOND JAMES & ASSOCIATES 2380 - 2024-03-31 19,350 $1,368,000 1,059
   CHERRYDALE WEALTH MANAGEMENT LLC 20 - 2024-03-31 18,150 $1,284,000 86
   CWM LLC 784 - 2024-03-31 16,923 $1,197,000 14,568
   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
   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
   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
   Spire Wealth Management 412 - 2024-03-31 11,877 $840,000 19
   AE Wealth Management LLC 1214 - 2023-12-31 12,504 $828,000 129
   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
   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
   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
   Gateway Wealth Partners LLC 102 - 2023-12-31 7,962 $521,000 50
   CREATIVE FINANCIAL DESIGNS INC /ADV 277 - 2024-03-31 6,368 $450,000 993
   HPM Partners LLC - 2023-12-31 5,924 $388,000 1,600
   Sequoia Financial Advisors LLC 820 - 2024-03-31 4,664 $330,000 10
   Allegheny Financial Group LTD 192 - 2023-12-31 3,475 $227,000 25
   Sigma Planning Corp 1119 - 2024-03-31 2,859 $202,000 2,859
   Emerald Investment Partners LLC 321 - 2024-03-31 1,263 $89,000 253
   Global Retirement Partners LLC 1832 - 2024-03-31 258 $18,000 2
  50 Records found
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