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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  
Free Registration Required For Full Results

            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
   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
   Sontag Advisory LLC 93 - 2023-12-31 177,567 $6,906,000 -40,843
   Baird Financial Group Inc. 655 - 2023-12-31 130,710 $5,083,000 -20,710
   Evanson Asset Management LLC 42 - 2024-03-31 108,628 $4,305,000 -1,220
   Wealthcare Advisory Partners LLC 148 - 2024-03-31 90,367 $3,581,000 -7,551
   JANE STREET GROUP LLC 1825 - 2023-12-31 89,052 $3,463,000 -103,695
   GREENLEAF TRUST 128 - 2023-12-31 75,398 $2,932,000 -1,206
   WELLS FARGO & CO/MN 2295 - 2023-12-31 69,291 $2,695,000 -30,704
   ROYAL BANK OF CANADA 2433 - 2023-12-31 61,117 $2,377,000 -3,923
   Feltz Wealth PLAN Inc. 108 - 2023-12-31 51,931 $2,020,000 -3,168
   Breakwater Capital Group 71 - 2024-03-31 37,607 $1,490,000 -455
   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
   H D Vest Advisory Services 1076 - 2023-12-31 10,469 $407,000 -12
   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
   LVM CAPITAL MANAGEMENT LTD/MI 127 - 2024-03-31 6,630 $263,000 -1,355
   Geneos Wealth Management Inc. - 2023-12-31 6,648 $259,000 -2,224
   Amplius Wealth Advisors LLC 153 - 2024-03-31 5,968 $237,000 -128
   FINANCEWARE, INC. 76 - 2024-03-31 5,769 $229,000 -557
   IFP Advisors Inc 897 - 2023-12-31 5,513 $214,000 -211
   COURIER CAPITAL CORP 346 - 2024-03-31 5,188 $206,000 -154
   FIFTH THIRD BANCORP 1181 - 2023-12-31 2,300 $89,000 -650
   FMR LLC 3364 - 2023-12-31 1,260 $49,000 -110
  31 Records found
  1    
  Page 1 of 1
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