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Get Institutions for : 
WisdomTree Trust Japan Total Dividend Fund (DXJ)  
$107.78 0.68 (0.63%) as of 4:30 Wed 4/10


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 249    13
Total shares held : 
17,856,762  
% of shares held : 
59.23%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -18  
Amount of shares held : 
89,812  
% of shares held change : 
  0.3%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$87.80  
Last Quarter's Ending Price : 
$87.98  
Last Quarter's Average Price
$88.40  
Change from last quarter's     
avg. price to the last closing  : 
19.38 (21.92%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
27
 597,628
 3.35%
 
Increased Positions :
74
 5,074,071
 28.42%
 
Unchanged Positions :
69
 582,894
 3.26%
 
Decreased Positions :
79
-3,726,535
-20.87%
 
Closed Positions :
40
-1,855,352
-10.39%
 
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 649 - 2023-12-31 3,045,409 $267,935,000 -262,153
   JANE STREET GROUP LLC 55 - 2023-12-31 2,561,861 $225,393,000 2,479,246
   J P MORGAN CHASE & CO 663 - 2023-12-31 1,677,734 $147,607,000 1,476,187
   BANK OF AMERICA CORP /DE/ 842 - 2023-12-31 1,161,264 $102,168,000 145,741
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 145 - 2024-03-31 897,225 $97,349,000 -61,754
   LPL FINANCIAL CORP 455 - 2023-12-31 650,751 $57,253,000 183,585
   UBS Group AG 740 - 2023-12-31 486,921 $42,839,000 10,617
   FMR LLC 1356 - 2023-12-31 468,227 $41,195,000 -94
   GOLDMAN SACHS GROUP INC/ 1195 - 2023-12-31 391,927 $34,482,000 -167,724
   Permanens Capital L.P. 4 - 2023-12-31 383,274 $33,720,000 -213,371
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 270 - 2023-12-31 346,085 $30,449,000 93,079
   PARTNERS CAPITAL INVESTMENT GROUP LLP 27 - 2023-12-31 320,147 $28,167,000 2,431
   OLD MISSION CAPITAL LLC 19 *New 2023-12-31 317,664 $27,948,000 317,664
   ROYAL BANK OF CANADA 1072 - 2023-12-31 257,149 $22,622,000 39,292
   WELLS FARGO & CO/MN 1066 - 2023-12-31 236,910 $20,843,000 -13,295
   BANK OF MONTREAL /CAN/ 681 - 2023-12-31 225,595 $19,950,000 -1,555,077
   First International Bank & Trust 7 - 2024-03-31 160,471 $17,411,000 76,104
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 309 - 2023-12-31 182,306 $16,039,000 74,789
   FLOW TRADERS U.S. LLC 41 - 2023-12-31 144,640 $12,725,000 144,640
   Ayalon Holdings Ltd. 5 - 2024-03-31 111,769 $12,127,000 6,156
   STEWARD PARTNERS INVESTMENT SOLUTIONS LLC 6 - 2023-12-31 114,553 $10,078,000 0
   AMERIPRISE FINANCIAL INC 1741 - 2023-12-31 111,073 $9,807,000 -48,437
   RAYMOND JAMES TRUST CO 97 - 2024-03-31 86,206 $9,353,000 297
   AlTi Global Inc. 49 - 2023-12-31 106,250 $9,348,000 0
   GUARDIAN CAPITAL ADVISORS LP 35 - 2023-12-31 101,350 $9,237,000 15,090
   Foundations Investment Advisors LLC 83 - 2023-12-31 93,330 $8,994,000 50,417
   LAKE STREET FINANCIAL LLC 14 - 2024-03-31 81,336 $8,825,000 19,293
   RAYMOND JAMES & ASSOCIATES 1270 - 2024-03-31 75,809 $8,225,000 16,984
   Almanack Investment Partners LLC. 17 - 2023-12-31 92,104 $8,103,000 -8,396
   EA Series Trust 56 - 2023-06-30 92,483 $7,699,000 0
   Smart Money Group LLC 7 - 2023-12-31 86,919 $7,647,000 6,436
   MANCHESTER FINANCIAL INC 11 - 2024-03-31 70,352 $7,633,000 -3,035
   Advisor Group Holdings Inc. 955 - 2023-12-31 85,465 $7,519,000 8,378
   Simplicity WealthLLC 120 *New 2024-03-31 67,471 $7,321,000 67,471
   Sharper & Granite LLC 6 - 2024-03-31 66,217 $7,100,000 3,022
   Adams Wealth Management 14 - 2023-12-31 78,384 $6,896,000 8,076
   Phoenix Holdings Ltd. 94 - 2023-12-31 73,488 $6,465,000 23,815
   TWO SIGMA ADVISERS, LLC 706 - 2023-12-31 71,900 $6,326,000 18,000
   Black Swift Group LLC - 2023-12-31 70,249 $6,181,000 -48,716
   Bleakley Financial Group LLC - 2023-12-31 69,109 $6,080,000 -3,555
   Sawtooth Asset Management Inc. 111 - 2023-12-31 69,109 $6,080,000 -3,555
   CONDOR CAPITAL MANAGEMENT 35 - 2023-12-31 67,853 $5,970,000 -740
   CAPSTONE INVESTMENT ADVISORS LLC 51 - 2023-12-31 61,956 $5,451,000 -163,071
   GLENMEDE TRUST CO NA 421 - 2023-12-31 59,990 $5,278,000 3,187
   MILLENNIUM MANAGEMENT LLC 1788 *New 2023-12-31 59,302 $5,217,000 59,302
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 507 - 2023-09-30 54,811 $4,837,000 -1,750
   Avestar Capital LLC 38 - 2023-12-31 53,775 $4,731,000 -2,309
   MMBG INVESTMENT ADVISORS CO. 43 - 2023-12-31 49,447 $4,350,000 -2,265
   Glenorchy Capital Ltd 3 - 2023-12-31 47,301 $4,162,000 0
   SSI INVESTMENT MANAGEMENT INC 21 - 2023-12-31 45,676 $4,031,000 0
   LINCOLN NATIONAL CORP 172 - 2023-12-31 45,214 $3,978,000 35,455
   MOULTON WEALTH MANAGEMENT INC 4 *New 2024-03-31 36,641 $3,976,000 36,641
   ALLIANZ ASSET MANAGEMENT AG 844 - 2023-12-31 44,400 $3,906,000 -480,210
   SCHRODER INVESTMENT MANAGEMENT GROUP 764 - 2023-12-31 44,368 $3,903,000 2,693
   DEUTSCHE BANK AG 1337 - 2023-12-31 42,785 $3,764,000 0
   CHURCHILL MANAGEMENT GROUP /CA/ 111 *New 2024-03-31 34,405 $3,733,000 34,405
   One Capital Management LLC 123 *New 2023-12-31 42,187 $3,712,000 42,187
   CREDIT SUISSE/ 1521 - 2023-12-31 39,658 $3,489,000 0
   Synergy Financial Management LLC 45 *New 2024-03-31 31,936 $3,465,000 31,936
   TWO SIGMA INVESTMENTS LLC 1088 - 2023-12-31 38,600 $3,396,000 5,700
   IFG Advisory LLC 117 - 2023-12-31 38,002 $3,343,000 35,171
   RMB CAPITAL MANAGEMENT LLC 191 - 2023-12-31 37,197 $3,273,000 -8
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 783 - 2024-03-31 29,951 $3,250,000 23,755
   PROSPERA FINANCIAL SERVICES 221 - 2023-12-31 36,860 $3,243,000 11,818
   CITADEL ADVISORS LLC 1941 - 2023-12-31 35,679 $3,139,000 -138,348
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1008 - 2024-03-31 28,663 $3,110,000 6,182
   ENVESTNET ASSET MANAGEMENT INC 2200 - 2023-12-31 34,852 $3,066,000 -61,239
   MML INVESTORS SERVICES LLC 805 - 2023-12-31 34,434 $3,030,000 5,881
   Cetera Investment Advisers 636 - 2023-12-31 33,408 $2,939,000 12,069
   Kestra Advisory Services LLC 647 - 2023-12-31 32,425 $2,853,000 -82
   Waterloo Capital L.P. 51 - 2023-12-31 32,000 $2,815,000 3,625
   FINANCIAL MANAGEMENT PROFESSIONALS, INC. 36 - 2024-03-31 24,966 $2,709,000 -2,468
   Hamilton Capital Management Inc. 13 - 2023-12-31 30,533 $2,686,000 365
   Baird Financial Group Inc. 864 - 2023-12-31 28,745 $2,529,000 -15,661
   RENAISSANCE TECHNOLOGIES LLC 1834 - 2023-12-31 27,600 $2,428,000 11,800
   Avid Wealth Partners LLC - 2023-12-31 27,447 $2,415,000 0
   Harel Insurance Investments & Financial Services L 125 - 2023-12-31 26,595 $2,340,000 -2,200
   WESCAP Management Group Inc. 30 - 2023-12-31 25,768 $2,267,000 -683
   Comprehensive Portfolio Management LLC 177 - 2024-03-31 20,616 $2,237,000 -1,927
   Steward Partners Investment Advisory LLC 513 - 2023-12-31 21,766 $1,915,000 1,779
   Anfield Capital Management LLC 20 - 2023-12-31 21,315 $1,875,000 -183
   Wealthcare Advisory Partners LLC 250 - 2024-03-31 16,539 $1,794,000 5,706
   STIFEL FINANCIAL CORP 1750 - 2023-12-31 20,218 $1,779,000 119
   COMMONWEALTH EQUITY SERVICES LLC. 1745 - 2023-12-31 20,092 $1,768,000 7,496
   S&CO INC 106 - 2023-12-31 20,000 $1,759,000 0
   CSM Advisors LLC 93 - 2023-12-31 19,602 $1,723,000 0
   COMERICA BANK 1262 - 2023-12-31 19,223 $1,691,000 -390
   CITIGROUP INC 1724 - 2023-12-31 18,903 $1,663,000 629
   GREAT VALLEY ADVISOR GROUP INC. 270 - 2023-12-31 18,616 $1,638,000 1,673
   CSS LLC/IL 52 - 2023-12-31 18,500 $1,628,000 -3,000
   Next Level Private LLC 36 - 2024-03-31 14,695 $1,594,000 -1,467
   BANK OF NEW YORK MELLON CORP 2892 - 2024-03-31 14,537 $1,577,000 5,714
   GFS ADVISORS, LLC 70 - 2024-03-31 14,350 $1,557,000 0
   CI Private Wealth LLC 1128 - 2023-12-31 16,962 $1,492,000 -353
   RATHBONE BROTHERS PLC 279 - 2023-12-31 16,799 $1,478,000 -2,290
   VALICENTI ADVISORY SERVICES INC 49 *New 2024-03-31 13,510 $1,466,000 13,510
   PARSONS CAPITAL MANAGEMENT INC/RI 185 - 2024-03-31 13,466 $1,461,000 6,346
   Qube Research & Technologies Ltd 1454 - 2023-12-31 16,309 $1,435,000 390
   JANNEY MONTGOMERY SCOTT LLC 1253 - 2023-12-31 16,205 $1,426,000 -19,000
   CUMBERLAND ADVISORS INC 38 *New 2024-03-31 12,520 $1,358,000 12,520

  100 Records found
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