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Get Institutions for : 
WisdomTree Defa High-Yielding Equity (DTH)  
$39.31 0.23 (0.59%) as of 4:30 Fri 4/26


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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  : 
2.60 (7.08%)  




 
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
   Crescent Grove Advisors LLC 93 - 2023-12-31 33,802 $1,315,000 0
   Hilltop Partners LLC 56 - 2023-12-31 15,068 $586,000 0
   BSC PRIVATE WEALTH MANAGEMENT LLC 95 - 2023-12-31 12,718 $495,000 0
   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
   BENJAMIN F. EDWARDS & COMPANY INC. 1061 - 2023-12-31 2,450 $95,000 0
   JFS WEALTH ADVISORS, LLC 369 - 2023-12-31 1,664 $65,000 0
   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
   PNC FINANCIAL SERVICES GROUP INC 3185 - 2023-12-31 800 $31,000 0
   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
   Financial Gravity Wealth Inc. 985 - 2023-12-31 4 $0 0
   PROEQUITIES INC. 10031 - 2023-12-31 0 $0 0
  16 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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