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Get Institutions for : 
WisdomTree LargeCap Value (EZY)  
$74.63 0.28 (0.38%) as of 4:30 Fri 5/17


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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  : 
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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   CWM LLC 337 - 2024-03-31 102,093 $7,719,000 -1,880
   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
   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
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2473 - 2024-03-31 14,071 $1,064,000 -12,489
   Carlson Capital Management 66 - 2024-03-31 7,620 $576,000 -70,834
   Cetera Investment Advisers 1576 - 2023-12-31 6,154 $422,000 -193
   Koshinski Asset Management Inc. 435 - 2024-03-31 3,970 $300,000 -680
   Cambria Investment Management L.P. 270 - 2023-12-31 3,046 $209,000 -908
   PRIVATE TRUST CO NA 917 - 2024-03-31 1,155 $87,000 -78
   WELLS FARGO & CO/MN 6246 - 2024-03-31 0 $0 -606

  13 Records found
  1    
  Page 1 of 1
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