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Get Institutions for : 
WisdomTree Trust DIEFA Fund (DWM)  
$53.85 0.19 (0.34%) as of 4:30 Wed 4/24


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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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MORGAN STANLEY 1620 - 2023-12-31 1,058,222 $55,567,000 -20,696
   UBS Group AG 1318 - 2023-12-31 240,819 $12,645,000 -15,752
   VALMARK ADVISERS INC 76 - 2024-03-31 121,348 $6,650,000 -1,583
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1175 - 2024-03-31 83,332 $4,567,000 -1,862
   ENVESTNET ASSET MANAGEMENT INC 1980 - 2023-12-31 84,219 $4,422,000 -262
   JFS WEALTH ADVISORS, LLC 50 - 2024-03-31 79,268 $4,344,000 -3,015
   Tobias Financial Advisors Inc. 26 - 2024-03-31 68,897 $3,776,000 -5,313
   HBK SORCE ADVISORY LLC 79 - 2024-03-31 66,493 $3,644,000 -13,644
   AE Wealth Management LLC 751 - 2023-12-31 59,269 $3,087,000 -15,779
   Thrive Capital Management LLC 15 - 2023-12-31 58,521 $3,073,000 -15,535
   RAYMOND JAMES & ASSOCIATES 1893 - 2024-03-31 55,259 $3,028,000 -5,041
   SEI INVESTMENTS CO 1474 - 2024-03-31 50,021 $2,741,000 -3,115
   NATIONAL ASSET MANAGEMENT, INC. 276 - 2023-12-31 51,483 $2,703,000 -15,204
   OLD MISSION CAPITAL LLC 220 - 2023-12-31 48,118 $2,527,000 -123,462
   CIBC WORLD MARKETS INC. 507 - 2023-12-31 43,280 $2,273,000 -426
   Pinnacle Wealth Planning Services Inc. 56 - 2024-03-31 34,090 $1,868,000 -3,832
   JANE STREET GROUP LLC 2717 - 2023-12-31 29,013 $1,523,000 -14,551
   CREATIVE PLANNING 1036 - 2023-12-31 28,711 $1,508,000 -3,764
   Octavia Wealth Advisors LLC 54 - 2024-03-31 27,017 $1,481,000 -457,834
   PLIMOTH TRUST CO LLC 76 - 2024-03-31 25,304 $1,387,000 -435
   Perennial Investment Advisors LLC 92 - 2023-12-31 23,706 $1,245,000 -3,409
   COMERICA BANK 1424 - 2023-12-31 23,443 $1,231,000 -465
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1625 - 2024-03-31 20,879 $1,144,000 -224
   Cetera Investment Advisers 1078 - 2023-12-31 20,177 $1,059,000 -184
   FLOW TRADERS U.S. LLC 325 - 2023-12-31 20,005 $1,050,000 -78,789
   OARSMAN CAPITAL, INC. 87 - 2023-12-31 19,221 $1,009,000 -980
   BEACON FINANCIAL GROUP 155 - 2024-03-31 18,253 $1,000,000 -1,764
   J P MORGAN CHASE & CO 3384 - 2024-03-31 17,692 $970,000 -3,118
   PROVISE MANAGEMENT GROUP LLC 153 - 2024-03-31 15,859 $869,000 -4,259
   HIGHTOWER ADVISORS, LLC 1907 - 2024-03-31 14,780 $809,000 -9,432
   Falcon Wealth Planning 60 - 2024-03-31 14,429 $791,000 -557
   Private Advisor Group LLC 1482 - 2024-03-31 9,560 $524,000 -656
   Steward Partners Investment Advisory LLC 1007 - 2023-12-31 9,361 $492,000 -490
   Gladstone Institutional Advisory LLC 439 - 2023-12-31 8,290 $435,000 -529
   Pinnacle Financial Group LLC / IL 50 - 2023-12-31 7,510 $394,000 -1,447
   TRUST CO OF VIRGINIA /VA 162 - 2024-03-31 6,067 $332,000 -216
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1466 - 2023-09-30 6,327 $306,000 -66
   SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 149 - 2023-12-31 5,638 $296,000 -907
   Rockbridge Investment Management LCC 94 - 2023-12-31 5,587 $293,000 -1,985
   McNamara Financial Services Inc. 63 - 2024-03-31 5,010 $275,000 -5
   Benedetti & Gucer Inc. 119 - 2024-03-31 4,755 $260,000 -292
   SENTINEL PENSION ADVISORS INC 85 - 2023-12-31 4,405 $231,000 -73
   Well Done LLC 175 - 2024-03-31 4,112 $225,000 -7
   FMR LLC 4017 - 2023-12-31 224 $12,000 -447
   IFP Advisors Inc 2236 - 2023-12-31 148 $8,000 -126
   BLAIR WILLIAM & CO/IL 1725 - 2024-03-31 120 $7,000 -9
   Strategic Investment Solutions Inc. /IL 474 - 2023-12-31 125 $7,000 -7,750
   TOWER RESEARCH CAPITAL LLC 5755 - 2023-12-31 3 $0 -2
  48 Records found
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