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Get Institutions for : 
WisdomTree Earnings 500 (EPS)  
$54.78 0.05 (0.09%) as of 4:30 Wed 5/8


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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  : 
7.57 (16.03%)  




 
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
   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
   MULTIFINANCIAL SECURITIES CORP 109 - 2023-12-31 284,199 $14,243,000 -10,656
   Relative Value Partners Group LLC 40 - 2023-12-31 155,123 $7,774,000 -10,705
   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
   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
   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
   ROCKLAND TRUST CO 88 - 2024-03-31 48,094 $2,664,000 -2,117
   KLR INVESTMENT ADVISORS LLC 10 - 2024-03-31 41,431 $2,212,000 -7,933
   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
   Betterment LLC 153 - 2023-12-31 26,360 $1,321,000 -1,500
   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
   Essential Planning LLC. 29 - 2023-12-31 13,934 $698,000 -290
   RAYMOND JAMES & ASSOCIATES 2825 - 2024-03-31 12,463 $690,000 -642
   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
   CoreCap Advisors LLC 328 - 2023-12-31 11,459 $574,000 -158
   Melone Private Wealth LLC - 2024-03-31 9,230 $511,000 -841
   Redwood Financial Network Corp - 2024-03-31 7,921 $439,000 -3,385
   CHARTER TRUST CO 197 - 2024-03-31 7,486 $415,000 -200
   AE Wealth Management LLC 1577 - 2023-12-31 7,399 $381,000 -92,550
   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
   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
   FMR LLC 2708 - 2023-12-31 5,335 $267,000 -18
   Garrett Investment Advisors LLC 234 - 2024-03-31 4,390 $243,000 -187
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1465 - 2023-12-31 4,408 $221,000 -560
   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
   Qube Research & Technologies Ltd 2888 - 2023-12-31 1,045 $52,000 -991
   Smartleaf Asset Management LLC - 2024-03-31 268 $13,000 -60,118
   Covestor Ltd 1427 - 2023-12-31 236 $12,000 -87
  42 Records found
  1    
  Page 1 of 1
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