Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
WisdomTree Trust Japan Total Dividend Fund (DXJ)  
$107.78 0.68 (0.63%) as of 4:30 Wed 4/10


Download
     
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  
Free Registration Required For Full Results



            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
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 145 - 2024-03-31 897,225 $97,349,000 -61,754
   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
   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
   AMERIPRISE FINANCIAL INC 1741 - 2023-12-31 111,073 $9,807,000 -48,437
   Almanack Investment Partners LLC. 17 - 2023-12-31 92,104 $8,103,000 -8,396
   MANCHESTER FINANCIAL INC 11 - 2024-03-31 70,352 $7,633,000 -3,035
   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
   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
   ALLIANZ ASSET MANAGEMENT AG 844 - 2023-12-31 44,400 $3,906,000 -480,210
   RMB CAPITAL MANAGEMENT LLC 191 - 2023-12-31 37,197 $3,273,000 -8
   CITADEL ADVISORS LLC 1941 - 2023-12-31 35,679 $3,139,000 -138,348
   ENVESTNET ASSET MANAGEMENT INC 2200 - 2023-12-31 34,852 $3,066,000 -61,239
   Kestra Advisory Services LLC 647 - 2023-12-31 32,425 $2,853,000 -82
   FINANCIAL MANAGEMENT PROFESSIONALS, INC. 36 - 2024-03-31 24,966 $2,709,000 -2,468
   Baird Financial Group Inc. 864 - 2023-12-31 28,745 $2,529,000 -15,661
   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
   Anfield Capital Management LLC 20 - 2023-12-31 21,315 $1,875,000 -183
   COMERICA BANK 1262 - 2023-12-31 19,223 $1,691,000 -390
   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
   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
   JANNEY MONTGOMERY SCOTT LLC 1253 - 2023-12-31 16,205 $1,426,000 -19,000
   Intercontinental Wealth Advisors LLC 64 - 2023-06-30 16,193 $1,348,000 -71
   CWM LLC 774 - 2024-03-31 11,354 $1,232,000 -480
   Compagnie Lombard Odier SCA 179 - 2023-12-31 11,500 $1,012,000 -200
   H D Vest Advisory Services 752 - 2023-12-31 9,991 $879,000 -85
   Harbour Capital Advisors LLC 111 - 2024-03-31 8,004 $854,000 -150
   ADVISORY SERVICES NETWORK, LLC 703 - 2023-12-31 9,403 $827,000 -2,964
   HSBC HOLDINGS PLC 1461 - 2023-12-31 9,349 $823,000 -97,517
   Moors & Cabot Inc. 342 - 2023-12-31 8,360 $736,000 -427
   HIGHTOWER ADVISORS, LLC 1978 - 2023-12-31 8,363 $733,000 -115,210
   MULTIFINANCIAL SECURITIES CORP 952 - 2023-12-31 7,752 $682,000 -3,715
   NATIONAL BANK OF CANADA /FI/ 1085 - 2023-12-31 7,461 $656,000 -6,492
   Ethos Financial Group LLC 101 - 2023-12-31 7,023 $618,000 -3,904
   Koshinski Asset Management Inc. 271 - 2023-12-31 5,800 $510,000 -7
   KANAWHA CAPITAL MANAGEMENT LLC 151 - 2023-12-31 5,575 $490,000 -25
   Calton & Associates Inc. 100 - 2024-03-31 4,144 $450,000 -419
   MEITAV DASH INVESTMENTS LTD 253 - 2023-12-31 5,096 $448,000 -16,074
   PNC FINANCIAL SERVICES GROUP INC 1612 - 2023-12-31 4,934 $434,000 -900
   TD Waterhouse Canada Inc. 566 - 2023-12-31 4,055 $408,000 -6,891
   Equitable Holdings Inc. 863 - 2023-12-31 4,247 $374,000 -1,314
   Spire Wealth Management 630 - 2024-03-31 3,130 $340,000 -8
   JANNEY CAPITAL MANAGEMENT LLC 197 - 2023-12-31 3,756 $330,000 -116
   Per Stirling Capital Management LLC. 170 - 2023-12-31 3,603 $317,000 -6,881
   OPPENHEIMER & CO INC 1122 - 2023-12-31 3,586 $315,000 -38
   BLAIR WILLIAM & CO/IL 1241 - 2023-12-31 3,421 $301,000 -21,591
   EQIS CAPITAL MANAGEMENT, INC. 601 - 2023-12-31 3,370 $296,000 -51
   WEDBUSH MORGAN SECURITIES INC 800 - 2023-12-31 3,205 $282,000 -875
   MARSHALL WACE LLP 1576 - 2023-12-31 3,110 $274,000 -12,726
   CLEAR HARBOR ASSET MANAGEMENT, LLC 277 - 2023-12-31 3,080 $271,000 -720
   FINANCIAL NETWORK 2424 - 2023-12-31 2,600 $229,000 -8,493
   Cutler Group LP 169 - 2024-03-31 2,101 $227,000 -3,608
   PROVISE MANAGEMENT GROUP LLC 319 - 2023-12-31 2,407 $212,000 -10
   NATIONAL ASSET MANAGEMENT, INC. 1247 - 2023-12-31 2,346 $206,000 -183
   Atria Wealth Solutions Inc. 1737 - 2023-12-31 2,344 $206,000 -8,067
   BNP PARIBAS ARBITRAGE SA 2444 - 2023-12-31 2,007 $177,000 -642
   Global Retirement Partners LLC 1055 - 2024-03-31 962 $104,000 -181
   NBC SECURITIES INC. 1185 - 2024-03-31 375 $41,000 -65
   HARBOUR INVESTMENTS INC. 1650 - 2023-12-31 367 $32,000 -321
   Versant Capital Management Inc 428 - 2024-03-31 243 $26,000 -243
   PROVENCE WEALTH MANAGEMENT GROUP 256 - 2023-12-31 301 $26,000 -119
   NATIXIS 849 - 2023-12-31 255 $22,000 -966
   Park Place Capital Corp 543 - 2024-03-31 186 $20,000 -8
   TOWER RESEARCH CAPITAL LLC 4626 - 2023-12-31 74 $7,000 -304
   PROEQUITIES INC. 4900 - 2023-12-31 0 $0 -41

  78 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results