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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
   WELLS FARGO & CO/MN 971 - 2024-03-31 373,121 $26,387,000 -2,759
   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
   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
   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
   COMMONWEALTH EQUITY SERVICES LLC. 1468 - 2024-03-31 43,400 $3,069,000 -369
   Brookstone Capital Management 314 - 2024-03-31 37,229 $2,633,000 -10,665
   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
   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
   LCNB CORP 40 - 2024-03-31 25,646 $1,814,000 -600
   ATRIA INVESTMENTS LLC 663 - 2023-12-31 25,801 $1,687,000 -10,613
   MGO Private Wealth LLC 25 - 2024-03-31 20,292 $1,435,000 -1,733
   BSC PRIVATE WEALTH MANAGEMENT LLC 61 - 2024-03-31 19,947 $1,411,000 -527
   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
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2193 - 2024-03-31 19,246 $1,361,000 -12,465
   Private Advisor Group LLC 1061 - 2024-03-31 17,293 $1,223,000 -3,836
   BLAIR WILLIAM & CO/IL 814 - 2024-03-31 16,724 $1,183,000 -2,541
   CAPTRUST FINANCIAL ADVISORS 1200 - 2023-12-31 16,654 $1,089,000 -9,618
   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
   Kendall Capital Management 104 - 2024-03-31 12,080 $854,000 -1,000
   CITADEL ADVISORS LLC 3091 - 2023-12-31 12,838 $839,000 -22,223
   INSTITUTE FOR WEALTH MANAGEMENT, LLC. 193 - 2024-03-31 11,693 $827,000 -100
   PANORAMIC INVESTMENT ADVISORS LLC 44 - 2024-03-31 10,345 $732,000 -52
   Goss Wealth Management LLC 1124 - 2023-12-31 10,362 $677,000 -11,754
   PARK AVENUE SECURITIES LLC 851 - 2024-03-31 8,951 $633,000 -359
   Alta Wealth Advisors LLC 75 - 2024-03-31 7,947 $562,000 -62
   JANNEY MONTGOMERY SCOTT LLC 1971 - 2024-03-31 7,244 $512,000 -72
   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
   BAKER TILLY FINANCIAL LLC 291 - 2024-03-31 5,866 $415,000 -1,350
   Beacon Pointe Advisors LLC 967 - 2023-12-31 5,860 $383,000 -273
   PUTNAM FL INVESTMENT MANAGEMENT CO 379 - 2024-03-31 5,249 $371,000 -870
   Signal Advisors Wealth LLC 204 - 2024-03-31 5,214 $369,000 -733
   Integrated Wealth Concepts LLC 1141 - 2023-12-31 5,578 $365,000 -681
   Qube Research & Technologies Ltd 2130 - 2023-12-31 5,502 $360,000 -142
   Rooted Wealth Advisors Inc. 61 - 2024-03-31 4,751 $332,000 -8,468
   MARIPAU WEALTH MANAGEMENT LLC 71 - 2023-12-31 5,062 $331,000 -9,680
   ICA Group Wealth Management LLC 201 - 2023-12-31 4,789 $313,000 -596
   Laurel Wealth Advisors Inc. 509 - 2022-12-31 4,938 $299,000 -824
   Bridgewealth Advisory Group LLC 62 - 2024-03-31 3,512 $248,000 -2,631
   CoreCap Advisors LLC 508 - 2023-12-31 3,773 $247,000 -268
   Obsidian Personal Planning Solutions LLC 80 - 2024-03-31 3,449 $234,000 -1,260
   MOSELEY INVESTMENT MANAGEMENT INC 133 - 2024-03-31 3,020 $214,000 -4,090
   COMERICA BANK 2264 - 2023-12-31 2,901 $190,000 -11
   Hartland & Co. LLC 478 - 2023-12-31 2,519 $165,000 -25
   IFP Advisors Inc 1227 - 2023-12-31 1,511 $99,000 -1,030
   SANDY SPRING BANK 491 - 2024-03-31 1,170 $83,000 -309
   Smartleaf Asset Management LLC 1084 - 2024-03-31 55 $4,000 -18
  61 Records found
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