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Get Institutions for : 
WisdomTree Earnings 500 (EPS)  
$55.11 0.33 (0.6%) as of 4:30 Thu 5/9


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 106    3
Total shares held : 
 11,784,668  
% of shares held : 
 13.09%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -8  
Amount of shares held : 
 -15,592  
% of shares held change : 
   -0.02%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $45.63  
Last Quarter's Ending Price : 
 $50.12  
Last Quarter's Average Price : 
 $47.21  
Change from last quarter's     
avg. price to the last closing  : 
7.90 (16.73%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
7
 23,424
 0.2%
 
Increased Positions :
34
 549,719
 4.66%
 
Unchanged Positions :
26
 3,453,955
 29.31%
 
Decreased Positions :
39
-497,124
-4.22%
 
Closed Positions :
10
-91,611
-0.78%
 
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
   Financial Gravity Wealth Inc. 17 - 2023-12-31 3,042,548 $124,218,000 0
   Private Wealth Strategies L.L.C. 1 - 2023-12-31 1,517,276 $76,038,000 16,824
   Private Advisor Group LLC - 2024-03-31 981,515 $54,376,000 -22,465
   MORGAN STANLEY 1753 - 2023-12-31 966,853 $48,454,000 -270,247
   LPL FINANCIAL CORP 530 - 2023-12-31 912,313 $45,721,000 156,537
   Garrett Wealth Advisory Group LLC 1 - 2024-03-31 644,061 $35,681,000 73,553
   Team Financial Group LLC 2 - 2023-12-31 410,359 $20,565,000 13,722
   Kestra Advisory Services LLC 161 - 2023-12-31 318,778 $15,976,000 90,051
   MULTIFINANCIAL SECURITIES CORP 109 - 2023-12-31 284,199 $14,243,000 -10,656
   IEQ CAPITAL LLC 69 - 2023-12-31 265,154 $13,288,000 0
   BANK OF AMERICA CORP /DE/ 2346 - 2023-12-31 206,253 $10,336,000 8,205
   Relative Value Partners Group LLC 40 - 2023-12-31 155,123 $7,774,000 -10,705
   J P MORGAN CHASE & CO 2347 - 2023-12-31 117,216 $5,874,000 86,822
   Marietta Wealth Management LLC 57 - 2024-03-31 88,499 $4,903,000 1,968
   CREATIVE PLANNING 571 - 2023-12-31 96,380 $4,830,000 -22,723
   H D Vest Advisory Services 291 - 2023-12-31 95,267 $4,774,000 -4,602
   Advisory Alpha LLC - 2023-12-31 88,824 $4,451,000 -903
   Insight Advisors LLC/ PA - 2023-12-31 81,746 $4,097,000 1,462
   VISTA INVESTMENT MANAGEMENT 11 - 2023-12-31 79,106 $3,964,000 1,973
   Advisor Group Holdings Inc. 1368 - 2023-12-31 78,453 $3,932,000 469
   WELLS FARGO & CO/MN 2093 - 2023-12-31 76,081 $3,813,000 6,994
   ENVESTNET ASSET MANAGEMENT INC 2073 - 2023-12-31 75,227 $3,770,000 -10,093
   Cetera Investment Advisers 541 - 2023-12-31 74,562 $3,737,000 -5,207
   Moloney Securities Asset Management LLC - 2024-03-31 65,963 $3,654,000 12,307
   UBS Group AG 2271 - 2023-12-31 72,581 $3,637,000 12,033
   Prime Capital Investment Advisors LLC - 2023-12-31 66,871 $3,351,000 -74
   CFG ASSET MANAGEMENT LLC 100 - 2023-12-31 64,010 $3,208,000 -15,110
   BEACON FINANCIAL GROUP 79 - 2023-12-31 56,489 $2,831,000 12,195
   ROCKLAND TRUST CO 88 - 2024-03-31 48,094 $2,664,000 -2,117
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 686 - 2023-09-30 51,591 $2,360,000 16,361
   LOWE BROCKENBROUGH & CO INC 110 - 2023-12-31 46,602 $2,335,000 819
   KLR INVESTMENT ADVISORS LLC 10 - 2024-03-31 41,431 $2,212,000 -7,933
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1860 - 2023-12-31 41,031 $2,056,000 23,477
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1261 - 2024-03-31 35,520 $1,968,000 35,520
   MODERA WEALTH MANAGEMENT, LLC 232 - 2023-12-31 35,294 $1,769,000 31,668
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1060 - 2024-03-31 27,626 $1,530,000 -13,489
   Patriot Financial Group Insurance Agency LLC - 2024-03-31 26,385 $1,462,000 -2,168
   KMG FIDUCIARY PARTNERS LLC 128 - 2024-03-31 25,156 $1,394,000 86
   HARBOUR INVESTMENTS INC. 299 - 2023-12-31 27,559 $1,381,000 14,063
   Betterment LLC 153 - 2023-12-31 26,360 $1,321,000 -1,500
   FINANCIAL NETWORK 1198 - 2023-12-31 26,336 $1,320,000 1,991
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1912 - 2024-03-31 22,731 $1,259,000 193
   WIN ADVISORS INC 30 *New 2024-03-31 22,505 $1,247,000 22,505
   ROYAL BANK OF CANADA 2969 - 2023-12-31 23,491 $1,177,000 -1,895
   GM Advisory Group Inc. 87 - 2023-12-31 21,904 $1,098,000 -2,688
   Herold Advisors Inc. 100 - 2023-12-31 21,030 $1,054,000 -20
   Chicago Partners Investment Group LLC 313 - 2024-03-31 19,157 $1,034,000 93
   Pine Valley Investments Ltd Liability Co 226 - 2023-12-31 16,370 $820,000 1,567
   Essential Planning LLC. 29 - 2023-12-31 13,934 $698,000 -290
   RAYMOND JAMES & ASSOCIATES 2825 - 2024-03-31 12,463 $690,000 -642
   Steward Partners Investment Advisory LLC 869 - 2023-12-31 13,299 $666,000 0
   RATHBONE BROTHERS PLC 362 - 2023-12-31 12,735 $638,000 -315
   STIFEL FINANCIAL CORP 2440 - 2023-12-31 12,413 $622,000 -571
   INSTITUTE FOR WEALTH MANAGEMENT, LLC. - 2024-03-31 10,678 $592,000 -170
   PARSONS CAPITAL MANAGEMENT INC/RI 300 - 2024-03-31 10,478 $580,000 445
   CoreCap Advisors LLC 328 - 2023-12-31 11,459 $574,000 -158
   MERCER GLOBAL ADVISORS INC /ADV 1251 - 2023-12-31 11,183 $560,000 115
   Paul Damon & Associates Inc. 38 - 2024-03-31 10,000 $554,000 0
   AMERIPRISE FINANCIAL INC 3357 - 2023-12-31 10,690 $536,000 759
   Melone Private Wealth LLC - 2024-03-31 9,230 $511,000 -841
   Advisor Resource Council 117 - 2024-03-31 9,736 $488,000 9,736
   Cornerstone Wealth Management LLC 337 - 2024-03-31 8,618 $477,000 13
   Berger Financial Group Inc 214 - 2024-03-31 8,161 $452,000 0
   Redwood Financial Network Corp - 2024-03-31 7,921 $439,000 -3,385
   Bouchey Financial Group Ltd 87 - 2024-03-31 7,815 $433,000 0
   CHARTER TRUST CO 197 - 2024-03-31 7,486 $415,000 -200
   E&G Advisors LP 134 - 2024-03-31 6,945 $385,000 55
   AE Wealth Management LLC 1577 - 2023-12-31 7,399 $381,000 -92,550
   COMMONWEALTH EQUITY SERVICES LLC. 3025 - 2024-03-31 6,857 $380,000 29
   Walkner Condon Financial Advisors LLC 194 - 2024-03-31 6,452 $357,000 -365
   MML INVESTORS SERVICES LLC 1968 - 2023-12-31 6,776 $340,000 -93
   SECURED RETIREMENT ADVISORS LLC 81 - 2023-12-31 6,606 $331,000 0
   Capital Group Private Client Services Inc. 243 - 2023-12-31 6,335 $317,000 -13
   GOLDMAN SACHS GROUP INC/ 4053 - 2023-12-31 6,051 $303,000 -6,285
   IFG Advisory LLC 473 - 2023-12-31 5,767 $289,000 0
   Insight Financial Services 12 - 2024-03-31 5,063 $280,000 0
   FMR LLC 2708 - 2023-12-31 5,335 $267,000 -18
   VERUS CAPITAL PARTNERS LLC 258 - 2023-12-31 5,102 $256,000 385
   WESTWOOD HOLDINGS GROUP INC 402 - 2023-12-31 5,113 $256,000 0
   OLD NATIONAL BANCORP /IN/ 523 - 2024-03-31 4,624 $256,000 0
   BRIGHTON JONES LLC 473 *New 2023-12-31 5,079 $255,000 5,079
   Garrett Investment Advisors LLC 234 - 2024-03-31 4,390 $243,000 -187
   MOLLER FINANCIAL SERVICES 49 - 2024-03-31 4,194 $232,000 0
   KEYBANK NATIONAL ASSOCIATION/OH 995 *New 2023-12-31 4,572 $229,000 4,572
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1465 - 2023-12-31 4,408 $221,000 -560
   Global Retirement Partners LLC 781 - 2024-03-31 3,650 $202,000 0
   UMB BANK N A/MO 578 - 2024-03-31 3,517 $195,000 0
   NBC SECURITIES INC. 865 - 2024-03-31 2,419 $134,000 -10,206
   CREATIVE FINANCIAL DESIGNS INC /ADV - 2024-03-31 2,390 $132,000 -9
   SJS Investment Consulting Inc. 130 - 2024-03-31 1,726 $96,000 -20
   GPS Wealth Strategies Group LLC - 2024-03-31 1,375 $76,000 0
   EPG Wealth Management LLC 283 - 2023-12-31 1,357 $70,000 4
   PNC FINANCIAL SERVICES GROUP INC 2884 - 2023-12-31 1,179 $59,000 0
   CITIGROUP INC 3534 - 2023-12-31 1,080 $54,000 713
   Qube Research & Technologies Ltd 2888 - 2023-12-31 1,045 $52,000 -991
   BANK OF MONTREAL /CAN/ 3028 - 2023-12-31 900 $45,000 0
   ANCORA ADVISORS, LLC 995 - 2023-12-31 660 $33,000 0
   Sunbelt Securities Inc. 957 - 2024-03-31 590 $33,000 2
   Sound Income Strategies LLC 519 - 2024-03-31 536 $30,000 0
   Geneos Wealth Management Inc. - 2024-03-31 400 $22,000 0
  100 Records found
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