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Get Institutions for : 
WisdomTree LargeCap Value (EZY)  
$72.13 0.03 (0.04%) as of 4:30 Fri 4/26


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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  : 
8.91 (14.1%)  




 
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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   LPL FINANCIAL CORP 831 - 2023-12-31 328,165 $22,489,000 51,755
   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
   Kovack Advisors Inc. 40 - 2024-03-31 50,461 $3,815,000 232
   COMMONWEALTH EQUITY SERVICES LLC. 1330 - 2023-12-31 48,927 $3,353,000 21,964
   CI Private Wealth LLC 836 - 2023-12-31 45,163 $3,095,000 -1,651
   STIFEL FINANCIAL CORP 1408 - 2023-12-31 43,345 $2,970,000 -10,646
   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
   Advisor Group Holdings Inc. 1799 - 2023-12-31 31,513 $2,160,000 9,506
   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
   Kestra Advisory Services LLC 828 - 2023-12-31 26,584 $1,822,000 8,049
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1991 - 2023-12-31 26,560 $1,820,000 26,560
   Stratos Wealth Partners LTD. 601 - 2024-03-31 14,575 $1,102,000 7
   Equitable Holdings Inc. 587 - 2023-12-31 13,999 $959,000 1,863
   FORESIGHT CAPITAL MANAGEMENT ADVISORS INC. 45 *New 2024-03-31 10,423 $788,000 10,423
   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
   Good Life Advisors LLC 241 - 2023-12-31 6,780 $465,000 3,408
   WHARTON BUSINESS GROUP, LLC 95 - 2023-12-31 6,710 $460,000 0
   PEAPACK GLADSTONE FINANCIAL CORP 494 - 2023-12-31 6,620 $454,000 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
   J P MORGAN CHASE & CO 3808 *New 2023-12-31 5,636 $386,000 5,636
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1733 - 2024-03-31 5,085 $384,000 303
   Koshinski Asset Management Inc. 380 *New 2023-12-31 4,650 $319,000 4,650
   OBrien Greene & Co. Inc 105 - 2023-12-31 4,500 $308,000 0
   Atlantic Trust Group LLC 985 - 2023-12-31 3,774 $259,000 0
   Coulter & Justus Financial Services LLC 33 *New 2023-12-31 3,717 $255,000 3,717
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1563 - 2023-09-30 3,971 $245,000 16
   Avant Capital LLC 50 *New 2023-09-30 3,676 $227,000 3,676
   Belpointe Asset Management LLC 620 *New 2023-12-31 3,303 $226,000 3,303
   SMITH MOORE & CO. 384 - 2023-12-31 3,100 $212,000 3,100
   Patriot Financial Group Insurance Agency LLC 414 *New 2023-12-31 3,089 $212,000 3,089
   Betterment LLC 311 - 2023-12-31 3,060 $210,000 -907
   Cambria Investment Management L.P. 270 - 2023-12-31 3,046 $209,000 -908
   Concurrent Investment Advisors LLC 762 - 2023-12-31 2,948 $202,000 0
   Avalon Trust Co 143 *New 2023-12-31 2,048 $140,000 2,048
   PRIVATE TRUST CO NA 917 - 2024-03-31 1,155 $87,000 -78
   ANCORA ADVISORS, LLC 856 - 2023-12-31 850 $58,000 0
   Geneos Wealth Management Inc. - 2023-12-31 800 $55,000 0
   Tacita Capital Inc 147 - 2023-12-31 715 $49,000 0
   ROYAL BANK OF CANADA 5354 - 2023-12-31 637 $44,000 421
   WELLS FARGO & CO/MN 4691 - 2023-12-31 606 $42,000 605
   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 966 - 2023-12-31 238 $16,000 236
   Householder Group Estate & Retirement Specialist L - 2023-12-31 194 $13,000 0
   Morton Brown Family Wealth LLC 145 *New 2024-03-31 164 $12,000 164
   BLAIR WILLIAM & CO/IL 1692 - 2023-12-31 144 $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
   UBS Group AG 7608 *Closed 2023-12-31 0 $0 -188
   Private Advisor Group LLC 2283 *Closed 2023-12-31 0 $0 -39,859
   PROEQUITIES INC. 8787 - 2023-12-31 0 $0 0
   Personal Resources Investment & Strategic Manageme 64 *Closed 2024-03-31 0 $0 -4,222
  65 Records found
  1    
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