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Get Institutions for : 
WisdomTree Defa High-Yielding Equity (DTH)  
$39.73 0.33 (0.84%) as of 4:30 Wed 3/27


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 73    8
Total shares held : 
6,220,583  
% of shares held : 
13.52%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -14  
Amount of shares held : 
-582,634  
% of shares held change : 
  -1.27%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$35.60  
Last Quarter's Ending Price : 
$38.89  
Last Quarter's Average Price
$36.71  
Change from last quarter's     
avg. price to the last closing  : 
3.02 (8.23%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
4
 46,061
 0.74%
 
Increased Positions :
23
 327,638
 5.27%
 
Unchanged Positions :
17
 195,950
 3.15%
 
Decreased Positions :
29
-857,096
-13.78%
 
Closed Positions :
12
-99,237
-1.6%
 
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/ 1069 - 2023-12-31 1,521,109 $59,157,000 -137,305
   LPL FINANCIAL CORP 829 - 2023-12-31 578,863 $22,513,000 -107,663
   MORGAN STANLEY 2689 - 2023-12-31 507,144 $19,724,000 117,166
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 590 - 2023-12-31 377,914 $14,698,000 -10,366
   Vertex Planning Partners LLC 8 - 2023-12-31 340,409 $13,239,000 -270,832
   Beacon Pointe Advisors LLC 182 - 2023-12-31 219,997 $8,556,000 -32,410
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 502 - 2023-12-31 201,138 $7,823,000 90,281
   MARINER WEALTH ADVISORS, LLC 568 - 2023-12-31 187,500 $7,292,000 34,923
   Sontag Advisory LLC 93 - 2023-12-31 177,567 $6,906,000 -40,843
   UBS Group AG 1768 - 2023-12-31 163,864 $6,373,000 16,299
   ENVESTNET ASSET MANAGEMENT INC 1792 - 2023-12-31 148,556 $5,778,000 2,478
   Baird Financial Group Inc. 655 - 2023-12-31 130,710 $5,083,000 -20,710
   Evanson Asset Management LLC 39 - 2023-12-31 109,848 $4,272,000 -574
   Tidemark LLC 8 - 2023-12-31 100,703 $3,916,000 0
   Wealthcare Advisory Partners LLC 111 - 2023-12-31 97,918 $3,808,000 -1,426
   JANE STREET GROUP LLC 1825 - 2023-12-31 89,052 $3,463,000 -103,695
   Steward Partners Investment Advisory LLC 376 - 2023-12-31 82,319 $3,202,000 204
   OHE FINANCIAL INC 44 - 2023-12-31 79,491 $3,092,000 2,819
   GREENLEAF TRUST 128 - 2023-12-31 75,398 $2,932,000 -1,206
   MERCER GLOBAL ADVISORS INC /ADV 638 - 2023-12-31 69,766 $2,713,000 3,772
   WELLS FARGO & CO/MN 2295 - 2023-12-31 69,291 $2,695,000 -30,704
   FINANCIAL NETWORK 830 - 2023-12-31 69,103 $2,688,000 955
   BBK Capital Partners LLC 30 - 2023-12-31 67,056 $2,608,000 14,378
   Integrated Wealth Concepts LLC 388 - 2023-12-31 66,459 $2,585,000 3,725
   ROYAL BANK OF CANADA 2433 - 2023-12-31 61,117 $2,377,000 -3,923
   Atria Wealth Solutions Inc. 559 - 2023-12-31 58,080 $2,259,000 2,887
   Feltz Wealth PLAN Inc. 108 - 2023-12-31 51,931 $2,020,000 -3,168
   Rockefeller Capital Management L.P. 954 - 2023-12-31 45,021 $1,751,000 16,793
   Snowden Capital Advisors LLC 308 - 2023-12-31 43,834 $1,705,000 628
   Breakwater Capital Group - 2023-12-31 38,062 $1,435,000 -1,775
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2399 *New 2023-12-31 33,993 $1,322,000 33,993
   Crescent Grove Advisors LLC 93 - 2023-12-31 33,802 $1,315,000 0
   BOS Asset Management LLC 29 - 2023-12-31 32,662 $1,270,000 -4,612
   PrairieView Partners LLC - 2023-12-31 31,170 $1,212,000 -793
   COMMONWEALTH EQUITY SERVICES LLC. 2044 - 2023-12-31 29,307 $1,140,000 -1,744
   OLD MISSION CAPITAL LLC 485 - 2023-12-31 20,988 $816,000 -45,600
   Advisor Group Holdings Inc. 2889 - 2023-12-31 17,340 $675,000 -8,614
   Hilltop Partners LLC 56 - 2023-12-31 15,068 $586,000 0
   PRECEDENT WEALTH PARTNERS LLC 84 - 2023-12-31 13,165 $512,000 0
   MML INVESTORS SERVICES LLC 1731 - 2023-12-31 13,100 $509,000 669
   Private Advisor Group LLC 1477 - 2023-12-31 12,821 $499,000 767
   BSC PRIVATE WEALTH MANAGEMENT LLC 95 - 2023-12-31 12,718 $495,000 0
   Goss Wealth Management LLC 1332 - 2023-12-31 11,782 $443,000 11,472
   H D Vest Advisory Services 1076 - 2023-12-31 10,469 $407,000 -12
   LVM CAPITAL MANAGEMENT LTD/MI 123 - 2023-12-31 7,985 $311,000 -800
   HIGHTOWER ADVISORS, LLC 2625 - 2023-12-31 7,832 $305,000 -576
   LINSCOMB & WILLIAMS INC 250 - 2023-12-31 7,396 $288,000 -18,138
   Passive Capital Management LLC. 48 - 2023-03-31 7,270 $274,000 0
   WMS PARTNERS, LLC 219 - 2023-12-31 7,000 $272,000 0
   Geneos Wealth Management Inc. - 2023-12-31 6,648 $259,000 -2,224
   FINANCEWARE, INC. 74 *New 2023-12-31 6,326 $246,000 6,326
   Amplius Wealth Advisors LLC 148 - 2023-12-31 6,096 $237,000 -6,412
   STIFEL FINANCIAL CORP 2990 - 2023-12-31 5,856 $228,000 5,856
   Savvy Advisors Inc. 136 - 2023-12-31 5,843 $227,000 0
   IHT Wealth Management LLC 879 - 2023-12-31 5,793 $225,000 101
   FinTrust Capital Advisors LLC 258 - 2023-12-31 5,653 $220,000 488
   IFP Advisors Inc 897 - 2023-12-31 5,513 $214,000 -211
   COURIER CAPITAL CORP 342 *New 2023-12-31 5,342 $208,000 5,342
   Ahrens Investment Partners LLC 156 *New 2023-03-31 4,900 $184,000 4,900
   Element Wealth LLC 139 - 2023-12-31 3,870 $151,000 234
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1648 - 2023-12-31 3,505 $136,000 226
   BENJAMIN F. EDWARDS & COMPANY INC. 1061 - 2023-12-31 2,450 $95,000 0
   FIFTH THIRD BANCORP 1181 - 2023-12-31 2,300 $89,000 -650
   JFS WEALTH ADVISORS, LLC 369 - 2023-12-31 1,664 $65,000 0
   FMR LLC 3364 - 2023-12-31 1,260 $49,000 -110
   BLAIR WILLIAM & CO/IL 1600 - 2023-12-31 968 $38,000 0
   Global Retirement Partners LLC 1477 - 2023-12-31 1,000 $38,000 0
   Baldrige Asset Management LLC 199 *New 2023-03-31 863 $32,000 863
   PNC FINANCIAL SERVICES GROUP INC 3185 - 2023-12-31 800 $31,000 0
   J P MORGAN CHASE & CO 4876 - 2023-12-31 709 $28,000 517
   Creekmur Asset Management LLC - 2023-12-31 560 $22,000 0
   FSA Wealth Management LLC 259 *New 2023-12-31 400 $16,000 400
   Farther Finance Advisors LLC 1555 - 2023-12-31 295 $11,000 0
   NATIONAL BANK OF CANADA /FI/ 1992 - 2023-12-31 270 $10,000 0
   EverSource Wealth Advisors LLC 1670 - 2023-12-31 200 $8,000 0
   TUCKER ASSET MANAGEMENT LLC 603 - 2023-12-31 135 $5,000 0
   RAYMOND JAMES & ASSOCIATES 3758 *Closed 2023-12-31 0 $0 -5,944
   Fusion Family Wealth LLC 43 *Closed 2023-12-31 0 $0 -7,449
   Lansing Street Advisors 126 *Closed 2023-12-31 0 $0 -2,689
   JANNEY MONTGOMERY SCOTT LLC 2692 *Closed 2023-12-31 0 $0 -5,971
   BURNS WEALTH MANAGEMENT, INC. 473 *Closed 2023-12-31 0 $0 -8,313
   FLOW TRADERS U.S. LLC 1083 *Closed 2023-12-31 0 $0 -15,285
   CITADEL ADVISORS LLC 6109 *Closed 2023-12-31 0 $0 -8,371
   CITIGROUP INC 4715 *Closed 2023-12-31 0 $0 -1
   KEYBANK NATIONAL ASSOCIATION/OH 1089 *Closed 2023-12-31 0 $0 -7,085
   Financial Gravity Wealth Inc. 985 - 2023-12-31 4 $0 0
   COMERICA BANK 3780 *Closed 2023-12-31 0 $0 -6,937
   MULTIFINANCIAL SECURITIES CORP 1806 *Closed 2023-12-31 0 $0 -25,030
   PROEQUITIES INC. 10031 - 2023-12-31 0 $0 0
   Gateway Wealth Partners LLC 292 *Closed 2023-12-31 0 $0 -6,162

  90 Records found
  1    
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