Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
WisdomTree Trust DIEFA Fund (DWM)  
$53.85 0.19 (0.34%) as of 4:30 Wed 4/24


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 126    2
Total shares held : 
 7,176,065  
% of shares held : 
 59.8%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -12  
Amount of shares held : 
 -176,900  
% of shares held change : 
   -1.47%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $47.68  
Last Quarter's Ending Price : 
 $52.51  
Last Quarter's Average Price : 
 $49.37  
Change from last quarter's     
avg. price to the last closing  : 
4.48 (9.06%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
4
 26,637
 0.37%
 
Increased Positions :
37
 263,022
 3.67%
 
Unchanged Positions :
38
 287,939
 4.01%
 
Decreased Positions :
47
-444,282
-6.19%
 
Closed Positions :
6
-22,277
-0.31%
 
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
   LPL FINANCIAL CORP 588 - 2024-03-31 788,591 $43,215,000 853
   SHAKESPEARE WEALTH MANAGEMENT INC. 5 - 2023-12-31 425,102 $22,322,000 19,467
   M HOLDINGS SECURITIES, INC. 10 - 2023-12-31 401,747 $21,096,000 35,755
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 309 - 2024-03-31 384,947 $21,095,000 20,986
   Legacy Financial Advisors Inc. 4 - 2023-12-31 366,592 $19,250,000 10,394
   BANK OF AMERICA CORP /DE/ 1947 - 2023-12-31 315,024 $16,542,000 2,177
   WELLS FARGO & CO/MN 1276 - 2024-03-31 275,298 $15,086,000 570
   MISSION WEALTH MANAGEMENT LLC 101 - 2024-03-31 92,492 $5,069,000 608
   DB Wealth Management Group LLC 7 - 2023-12-31 92,035 $4,833,000 270
   CITADEL ADVISORS LLC 1627 - 2023-12-31 88,607 $4,653,000 83,649
   Advisor Group Holdings Inc. 1173 - 2024-03-31 75,082 $4,115,000 1,417
   CFG ASSET MANAGEMENT LLC 98 - 2024-03-31 58,325 $3,196,000 14,395
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1396 - 2024-03-31 52,341 $2,868,000 12,640
   Smallwood Wealth Investment Management LLC 13 - 2024-03-31 47,854 $2,622,000 923
   Advisor OS LLC 97 - 2024-03-31 29,793 $1,633,000 4,456
   Merit Financial Group LLC 320 - 2024-03-31 26,947 $1,469,000 229
   ROYAL BANK OF CANADA 2794 - 2023-12-31 27,851 $1,462,000 2,514
   DAVENPORT & CO LLC 579 - 2024-03-31 20,159 $1,105,000 199
   Geneos Wealth Management Inc. 335 - 2024-03-31 19,800 $1,085,000 3,103
   MARINER WEALTH ADVISORS, LLC 1454 - 2023-12-31 18,359 $964,000 362
   STIFEL FINANCIAL CORP 2201 - 2023-12-31 16,999 $893,000 36
   McLean Asset Management Corp 44 - 2024-03-31 15,927 $871,000 34
   Stratos Wealth Advisors LLC 362 - 2024-03-31 14,982 $821,000 2,255
   COMMONWEALTH EQUITY SERVICES LLC. 2465 - 2024-03-31 13,271 $727,000 106
   MODERA WEALTH MANAGEMENT, LLC 333 - 2023-12-31 12,981 $682,000 12,981
   IHT Wealth Management LLC 503 - 2023-12-31 12,890 $677,000 4,007
   KMG FIDUCIARY PARTNERS LLC 167 - 2024-03-31 11,011 $603,000 60
   FINANCIAL NETWORK 1904 - 2023-12-31 9,149 $480,000 386
   REGIMEN WEALTH LLC 51 - 2023-12-31 5,179 $272,000 38
   NBC SECURITIES INC. 770 - 2024-03-31 3,451 $189,000 52
   ICA Group Wealth Management LLC 436 - 2023-12-31 1,354 $71,000 1,354
  31 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us