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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
   ADVISORY SERVICES NETWORK, LLC 1650 *Closed 2024-03-31 0 $0 -8
   Stonebridge Capital Advisors LLC 233 *Closed 2023-12-31 0 $0 -1,804
   TRUE Private Wealth Advisors 289 *Closed 2024-03-31 0 $0 -3,787
   V Wealth ManagementLLC 230 *Closed 2023-09-30 0 $0 -5,495
   BAKER AVENUE ASSET MANAGEMENT, LP 1002 *Closed 2023-12-31 0 $0 -103
   Envestnet Portfolio Solutions Inc. 1632 *Closed 2024-03-31 0 $0 -5,943
   FLOW TRADERS U.S. LLC 1019 *Closed 2023-12-31 0 $0 -6,353
   CENTAURUS FINANCIAL INC. 777 *Closed 2023-12-31 0 $0 -3,119
   VERITABLE LP 385 *Closed 2023-09-30 0 $0 -62,697
   International Private Wealth Advisors LLC 140 *Closed 2024-03-31 0 $0 -6,589
   Resurgent Financial Advisors LLC 257 *Closed 2024-03-31 0 $0 -796
   Windsor Group LTD 161 *Closed 2023-09-30 0 $0 -3,400
   SageView Advisory Group LLC 735 *Closed 2024-03-31 0 $0 -3,405
   Elk River Wealth Management LLC 112 *Closed 2024-03-31 0 $0 -14,209
   Consolidated Portfolio Review Corp 301 *Closed 2024-03-31 0 $0 -8,123
   Tradition Wealth Management LLC 1347 *Closed 2023-12-31 0 $0 -57

  16 Records found
  1    
  Page 1 of 1
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