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Get Institutions for : 
Wisdomtree Emerging Markets Local Debt Fund (ELD)  
$26.53 0.38 (1.41%) as of 4:30 Thu 4/25


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 47    0
Total shares held : 
 1,786,295  
% of shares held : 
 47.01%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -6  
Amount of shares held : 
 -307,128  
% of shares held change : 
   -8.08%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $25.95  
Last Quarter's Ending Price : 
 $28.07  
Last Quarter's Average Price : 
 $26.72  
Change from last quarter's     
avg. price to the last closing  : 
0.19 (0.71%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
7
 50,301
 2.82%
 
Increased Positions :
10
 247,105
 13.83%
 
Unchanged Positions :
14
 55,984
 3.13%
 
Decreased Positions :
16
-161,343
-9.03%
 
Closed Positions :
7
-443,191
-24.81%
 
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
   Vontobel Holding Ltd. 246 - 2023-12-31 399,907 $11,225,000 -25,696
   JANE STREET GROUP LLC 974 - 2023-12-31 329,382 $9,246,000 214,339
   BANK OF AMERICA CORP /DE/ 2649 - 2023-12-31 251,599 $7,062,000 8,120
   Bridge Advisory LLC 16 - 2024-03-31 122,862 $3,364,000 -99,478
   WELLS FARGO & CO/MN 2261 - 2023-12-31 100,221 $2,813,000 -18,150
   AlphaQ Advisors LLC 19 - 2023-12-31 84,549 $2,373,000 17,728
   MORGAN STANLEY 4347 - 2023-12-31 76,344 $2,143,000 -5,045
   Ignite Planners LLC 57 - 2024-03-31 63,505 $1,730,000 16,497
   Redhawk Wealth Advisors Inc. 86 *New 2023-12-31 48,231 $1,354,000 48,231
   Elmwood Wealth Management Inc. 35 - 2023-12-31 47,000 $1,319,000 -17,078
   GOLDMAN SACHS GROUP INC/ 3712 - 2023-12-31 23,098 $648,000 0
   COLDSTREAM CAPITAL MANAGEMENT INC 434 - 2023-12-31 21,034 $590,000 0
   UBS Group AG 3936 - 2023-12-31 17,816 $500,000 -6,301
   Resources Investment Advisors Inc. 736 - 2023-12-31 16,704 $469,000 -4,821
   ROYAL BANK OF CANADA 3728 - 2023-12-31 16,325 $458,000 -257
   NBC SECURITIES INC. 522 - 2024-03-31 13,722 $375,000 4,566
   FINANCIAL NETWORK 2152 - 2023-12-31 12,036 $338,000 -1,279
   Truadvice LLC 161 *New 2023-09-30 12,402 $329,000 12,402
   LPL FINANCIAL CORP 4068 - 2023-12-31 9,959 $280,000 -1,630
   J P MORGAN CHASE & CO 3998 - 2023-12-31 9,577 $269,000 2,361
   VIRTU FINANCIAL LLC 650 *New 2023-12-31 9,533 $268,000 9,533
   DRIVE WEALTH MANAGEMENT LLC - 2023-12-31 8,591 $241,000 -2,713
   VALMARK ADVISERS INC 453 - 2023-12-31 8,164 $229,000 -20
   Claro Advisors LLC 377 - 2024-03-31 7,947 $218,000 54
   RFG Advisory Group LLC 686 *New 2024-03-31 7,614 $208,000 7,614
   Smartleaf Asset Management LLC 384 - 2023-12-31 4,626 $129,000 0
   Pineridge Advisors LLC - 2023-12-31 4,378 $123,000 0
   Harel Insurance Investments & Financial Services L 410 - 2023-12-31 1,850 $52,000 0
   S.A. Mason LLC 251 - 2024-03-31 1,695 $46,000 0
   Northwest Capital Management Inc 230 - 2024-03-31 1,668 $46,000 0
   CWM LLC 2323 - 2024-03-31 1,668 $46,000 -386
   Advisor Group Holdings Inc. 5091 - 2023-12-31 1,220 $34,000 -53
   Ahrens Investment Partners LLC 394 *New 2023-03-31 1,179 $32,000 1,179
   FTB Advisors Inc. 1142 - 2023-12-31 1,115 $31,000 14
   IFP Advisors Inc 1714 *New 2023-12-31 1,115 $31,000 1,115
   JFS WEALTH ADVISORS, LLC 500 - 2023-12-31 1,065 $30,000 0
   HARBOUR INVESTMENTS INC. 1818 *New 2023-12-31 792 $22,000 792
   WHITTIER TRUST CO 1097 - 2023-12-31 721 $20,000 -1,466
   Efficient Wealth Management LLC - 2023-12-31 443 $12,000 0
   BLAIR WILLIAM & CO/IL 1702 - 2023-12-31 274 $8,000 1
   CREATIVE FINANCIAL DESIGNS INC /ADV 1234 - 2023-12-31 227 $6,000 0
   Parallel Advisors LLC 2489 - 2023-12-31 222 $6,000 0
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2875 *New 2023-12-31 117 $3,000 117
   WOODMONT INVESTMENT COUNSEL LLC 356 *New 2024-03-31 100 $3,000 100
   TUCKER ASSET MANAGEMENT LLC 717 - 2023-12-31 91 $3,000 0
   MANUFACTURERES LIFE INSURANCE CO 2935 - 2023-12-31 55 $2,000 0
   TRANSAMERICA FINANCIAL ADVISORS, INC. 504 - 2023-12-31 1 $1,000 0
   Global Retirement Partners LLC 2930 - 2023-12-31 50 $1,000 50
   ADVISORY SERVICES NETWORK, LLC 3503 *New 2023-12-31 44 $1,000 44
   Foresight Wealth Management LLC 20 *Closed 2022-12-31 0 $0 -46,396
   V Wealth ManagementLLC 149 *Closed 2023-09-30 0 $0 -10,434
   Cambria Investment Management L.P. 315 *Closed 2023-12-31 0 $0 -434,117
   Goss Wealth Management LLC 3726 *Closed 2023-12-31 0 $0 -117
   PROEQUITIES INC. 5997 - 2023-12-31 0 $0 0
   CITIGROUP INC 4576 *New 2023-12-31 1 $0 1
   US BANCORP 3896 *Closed 2023-12-31 0 $0 -423
   FMR LLC 5077 *New 2023-12-31 1 $0 1
   HERITAGE WEALTH MANAGEMENT LLC 1085 *Closed 2023-12-31 0 $0 -30
   O SHAUGHNESSY ASSET MANAGEMENT LLC 1750 *Closed 2023-12-31 0 $0 -86
   Covestor Ltd 2701 - 2023-12-31 0 $0 0
   Nelson Van Denburg & Campbell Wealth Management Gr 1616 *Closed 2023-12-31 0 $0 -2,408
   Larson Financial Group LLC 1904 - 2023-12-31 5 $0 1
  62 Records found
  1    
  Page 1 of 1
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