Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
WisdomTree LargeCap Value (EZY)  
$74.63 0.28 (0.38%) as of 4:30 Fri 5/17


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 56    9
Total shares held : 
 1,702,760  
% of shares held : 
 1.89%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   22  
Amount of shares held : 
 230,306  
% of shares held change : 
   0.26%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $61.19  
Last Quarter's Ending Price : 
 $68.53  
Last Quarter's Average Price : 
 $63.22  
Change from last quarter's     
avg. price to the last closing  : 
11.41 (18.05%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
11
 74,817
 4.39%
 
Increased Positions :
22
 226,065
 13.28%
 
Unchanged Positions :
14
 52,575
 3.09%
 
Decreased Positions :
9
-30,529
-1.79%
 
Closed Positions :
2
-40,047
-2.35%
 
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
   LPL FINANCIAL CORP 754 - 2024-03-31 398,703 $30,144,000 70,538
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 540 - 2024-03-31 240,291 $18,167,000 500
   Private Wealth Strategies L.L.C. 9 - 2023-12-31 181,242 $12,420,000 855
   CWM LLC 337 - 2024-03-31 102,093 $7,719,000 -1,880
   MORGAN STANLEY 3623 - 2023-12-31 98,069 $6,721,000 49,985
   Team Financial Group LLC 8 - 2023-12-31 89,062 $6,103,000 4,455
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 715 - 2024-03-31 69,048 $5,220,000 8,846
   COMMONWEALTH EQUITY SERVICES LLC. 1214 - 2024-03-31 60,992 $4,611,000 12,065
   Kovack Advisors Inc. 40 - 2024-03-31 50,461 $3,815,000 232
   CI Private Wealth LLC 810 - 2024-03-31 44,853 $3,391,000 -310
   STIFEL FINANCIAL CORP 1408 - 2023-12-31 43,345 $2,970,000 -10,646
   J P MORGAN CHASE & CO 2791 - 2024-03-31 36,536 $2,762,000 30,900
   AE Wealth Management LLC 816 *New 2023-12-31 36,684 $2,536,000 36,684
   FINANCIAL NETWORK 876 - 2023-12-31 35,811 $2,454,000 9,100
   RVW Wealth LLC 49 - 2024-03-31 27,021 $2,043,000 -276
   RAYMOND JAMES & ASSOCIATES 2172 - 2024-03-31 25,174 $1,903,000 -34
   Advisor Group Holdings Inc. 1742 - 2024-03-31 24,716 $1,869,000 -6,797
   Kestra Advisory Services LLC 828 - 2023-12-31 26,584 $1,822,000 8,049
   Financial Advocates Investment Management 267 *New 2024-03-31 18,677 $1,242,000 18,677
   Stratos Wealth Partners LTD. 601 - 2024-03-31 14,575 $1,102,000 7
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2473 - 2024-03-31 14,071 $1,064,000 -12,489
   Equitable Holdings Inc. 587 - 2023-12-31 13,999 $959,000 1,863
   Mason & Associates LLC 45 - 2024-03-31 10,423 $788,000 0
   FORESIGHT CAPITAL MANAGEMENT ADVISORS INC. 45 *New 2024-03-31 10,423 $788,000 10,423
   Good Life Advisors LLC 198 - 2024-03-31 9,105 $688,000 2,325
   ENVESTNET ASSET MANAGEMENT INC 3160 - 2023-12-31 9,573 $656,000 4,420
   Carlson Capital Management 66 - 2024-03-31 7,620 $576,000 -70,834
   PEAPACK GLADSTONE FINANCIAL CORP 483 - 2024-03-31 6,620 $501,000 0
   WHARTON BUSINESS GROUP, LLC 95 - 2023-12-31 6,710 $460,000 0
   FLAGSHIP HARBOR ADVISORS LLC 412 *New 2024-03-31 5,898 $446,000 5,898
   THRIVENT FINANCIAL FOR LUTHERANS 2172 *New 2023-12-31 6,328 $434,000 6,328
   Cetera Investment Advisers 1576 - 2023-12-31 6,154 $422,000 -193
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1733 - 2024-03-31 5,085 $384,000 303
   OBrien Greene & Co. Inc 99 - 2024-03-31 4,600 $348,000 100
   Koshinski Asset Management Inc. 435 - 2024-03-31 3,970 $300,000 -680
   Atlantic Trust Group LLC 990 - 2024-03-31 3,774 $284,000 0
   Belpointe Asset Management LLC 661 - 2024-03-31 3,332 $252,000 29
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1563 - 2023-09-30 3,971 $245,000 16
   Betterment LLC 339 - 2024-03-31 3,131 $237,000 71
   Patriot Financial Group Insurance Agency LLC 418 - 2024-03-31 3,091 $234,000 2
   Avant Capital LLC 50 *New 2023-09-30 3,676 $227,000 3,676
   Concurrent Investment Advisors LLC 759 - 2024-03-31 2,948 $223,000 0
   SMITH MOORE & CO. 384 - 2023-12-31 3,100 $212,000 3,100
   Cambria Investment Management L.P. 270 - 2023-12-31 3,046 $209,000 -908
   Avalon Trust Co 149 - 2024-03-31 2,048 $155,000 0
   PRINCIPAL SECURITIES INC. 1122 *New 2024-03-31 1,947 $147,000 1,947
   PRIVATE TRUST CO NA 917 - 2024-03-31 1,155 $87,000 -78
   Geneos Wealth Management Inc. 1003 - 2024-03-31 800 $60,000 0
   ANCORA ADVISORS, LLC 856 - 2023-12-31 850 $58,000 0
   Tacita Capital Inc 147 - 2023-12-31 715 $49,000 0
   ROYAL BANK OF CANADA 5354 - 2023-12-31 637 $44,000 421
   ICA Group Wealth Management LLC 585 - 2023-12-31 542 $37,000 542
   HARBOUR INVESTMENTS INC. 1611 - 2023-12-31 500 $34,000 0
   COMERICA BANK 2886 - 2023-12-31 371 $25,000 0
   DB Wealth Management Group LLC 212 *New 2023-12-31 358 $25,000 358
   CREATIVE FINANCIAL DESIGNS INC /ADV 946 - 2024-03-31 279 $21,000 41
   US BANCORP 3116 *New 2024-03-31 220 $17,000 220
   Householder Group Estate & Retirement Specialist L 726 - 2024-03-31 194 $15,000 0
   Morton Brown Family Wealth LLC 145 *New 2024-03-31 164 $12,000 164
   BLAIR WILLIAM & CO/IL 1702 - 2024-03-31 144 $11,000 0
   Hilltop National Bank 634 - 2024-03-31 138 $10,000 0
   HM PAYSON & CO 834 - 2023-12-31 100 $7,000 0
   Coppell Advisory Solutions LLC 1080 - 2023-12-31 75 $5,000 75
   FMR LLC 4696 - 2023-12-31 1 $0 1
   Coulter & Justus Financial Services LLC 104 *Closed 2024-03-31 0 $0 -3,717
   WELLS FARGO & CO/MN 6246 - 2024-03-31 0 $0 -606
   UBS Group AG 7608 *Closed 2023-12-31 0 $0 -188
   PROEQUITIES INC. 7647 - 2024-03-31 0 $0 0
   Personal Resources Investment & Strategic Manageme 64 *Closed 2024-03-31 0 $0 -4,222
  69 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us