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Get Institutions for : 
Wisdomtree International Hedged Equity Fund (HEDJ)  
$47.56 0.42 (0.89%) as of 4:30 Tue 4/23


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 189    0
Total shares held : 
 14,046,241  
% of shares held : 
 49.37%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -20  
Amount of shares held : 
 -579,245  
% of shares held change : 
   -2.04%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $39.11  
Last Quarter's Ending Price : 
 $42.85  
Last Quarter's Average Price : 
 $40.45  
Change from last quarter's     
avg. price to the last closing  : 
7.11 (17.58%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
7
 36,423
 0.26%
 
Increased Positions :
46
 747,572
 5.32%
 
Unchanged Positions :
70
 621,716
 4.43%
 
Decreased Positions :
66
-1,325,082
-9.43%
 
Closed Positions :
7
-38,158
-0.27%
 
Guru Positions :
1
5,794
 0.04%
 
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
   GOLDMAN SACHS GROUP INC/ 533 - 2023-12-31 3,237,728 $138,737,000 -75,061
   BANK OF AMERICA CORP /DE/ 1000 - 2023-12-31 1,594,080 $68,306,000 348,516
   MORGAN STANLEY 1675 - 2023-12-31 1,218,036 $52,193,000 18,212
   UBS Group AG 676 - 2023-12-31 1,116,443 $47,840,000 -62,498
   ROYAL BANK OF CANADA 1139 - 2023-12-31 440,546 $18,877,000 42,467
   FMR LLC 1626 - 2023-12-31 430,340 $18,440,000 -2,307
   Permanens Capital L.P. 6 - 2023-12-31 407,636 $17,467,000 -388,378
   WELLS FARGO & CO/MN 1181 - 2023-12-31 388,541 $16,649,000 9,698
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 314 - 2023-12-31 360,541 $15,449,000 156,120
   LPL FINANCIAL CORP 1127 - 2023-12-31 284,339 $12,184,000 81,705
   Stratos Wealth Partners LTD. 113 - 2024-03-31 231,988 $11,205,000 47,617
   VALLEY FINANCIAL MANAGEMENT INC. 4 - 2023-06-30 133,429 $10,924,000 25,869
   ENVESTNET ASSET MANAGEMENT INC 1460 - 2023-12-31 225,382 $9,658,000 -5,720
   JANE STREET GROUP LLC 962 - 2023-12-31 219,652 $9,412,000 -266,038
   J P MORGAN CHASE & CO 2110 - 2023-12-31 207,775 $8,903,000 -20,587
   Private Portfolio Partners LLC 12 - 2023-12-31 180,838 $7,749,000 3,818
   Azimuth Capital Investment Management LLC 101 - 2023-12-31 178,340 $7,642,000 -3,430
   HALL KATHRYN A. 10 - 2023-12-31 174,320 $7,470,000 -27,500
   CONDOR CAPITAL MANAGEMENT 32 - 2023-12-31 161,801 $6,933,000 1,392
   CONNING ASSET MANAGEMENT CO. 95 - 2023-12-31 144,030 $6,172,000 0
   HALLMARK CAPITAL MANAGEMENT INC 51 - 2023-12-31 129,320 $5,541,000 2,193
   Sharper & Granite LLC 12 - 2024-03-31 107,520 $5,088,000 9,155
   RAYMOND JAMES & ASSOCIATES 1523 - 2023-12-31 117,868 $5,051,000 -13,550
   AE Wealth Management LLC 578 - 2023-12-31 116,727 $5,045,000 9,889
   RAYMOND JAMES TRUST CO 159 - 2023-12-31 112,196 $4,808,000 0
   RETIREMENT FINANCIAL SOLUTIONS LLC 15 - 2023-12-31 106,516 $4,564,000 7,796
   Harel Insurance Investments & Financial Services L 107 - 2023-12-31 78,784 $3,376,000 790
   BB&T CORP 1007 - 2023-12-31 78,368 $3,358,000 1,233
   MML INVESTORS SERVICES LLC 779 - 2023-12-31 75,738 $3,245,000 -1,893
   Kestra Advisory Services LLC 630 - 2023-12-31 70,737 $3,031,000 -13,031
   JANNEY MONTGOMERY SCOTT LLC 954 - 2023-12-31 66,620 $2,855,000 624
   RMB CAPITAL MANAGEMENT LLC 214 - 2023-12-31 60,224 $2,581,000 -1,786
   NATIONAL BANK OF CANADA /FI/ 864 - 2023-12-31 53,301 $2,277,000 99
   COMMONWEALTH EQUITY SERVICES LLC. 1591 - 2023-12-31 52,080 $2,232,000 -1,382
   BANK OF NEW YORK MELLON CORP 2795 - 2023-12-31 49,823 $2,135,000 -3,429
   OLD MISSION CAPITAL LLC 253 - 2023-12-31 47,567 $2,038,000 -9,257
   Advisor Group Holdings Inc. 1866 - 2023-12-31 46,115 $1,976,000 -20,744
   AMERIPRISE FINANCIAL INC 2845 - 2023-12-31 42,538 $1,823,000 -5,120
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 778 - 2023-09-30 45,174 $1,784,000 18,019
   CREATIVE PLANNING 964 - 2023-12-31 40,365 $1,730,000 107
   HSBC HOLDINGS PLC 1219 - 2023-12-31 39,802 $1,706,000 -4,812
   CSM Advisors LLC 94 - 2023-12-31 37,894 $1,623,000 -294
   CI Private Wealth LLC 1130 - 2023-12-31 34,355 $1,472,000 -493
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1081 - 2024-03-31 30,229 $1,460,000 -628
   Sunesis Advisors LLC 21 - 2023-12-31 32,860 $1,408,000 0
   RIVERFRONT INVESTMENT GROUP, LLC 81 - 2023-12-31 32,763 $1,404,000 -1,465
   FIFTH THIRD BANCORP 534 - 2023-12-31 31,546 $1,352,000 -484
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1437 - 2023-12-31 31,496 $1,350,000 -1,110
   Robertson Stephens Wealth Management LLC 186 - 2023-12-31 31,440 $1,347,000 0
   GenTrust LLC 72 - 2024-03-31 26,414 $1,276,000 0
   MMBG INVESTMENT ADVISORS CO. 78 - 2023-12-31 29,390 $1,259,000 -19,378
   Fiduciary Alliance LLC 86 - 2024-03-31 25,482 $1,236,000 -9,511
   Concord Wealth Partners 85 - 2023-12-31 27,782 $1,190,000 621
   COMERICA BANK 1461 - 2023-12-31 26,866 $1,151,000 -1,034
   HPM Partners LLC - 2023-12-31 25,654 $1,099,000 5,978
   SIGNATURE SECURITIES GROUP CORPORATION 78 - 2024-03-31 22,708 $1,097,000 210
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1904 - 2023-12-31 25,382 $1,088,000 -8,248
   COUNTRY CLUB BANK /GFN - 2023-12-31 25,040 $1,070,000 -1,000
   Belpointe Asset Management LLC 208 - 2023-12-31 24,242 $1,039,000 13,543
   M&T BANK CORP 885 - 2023-12-31 22,264 $954,000 -152
   PFG Advisors 275 - 2023-12-31 21,966 $941,000 1,923
   Integrated Wealth Concepts LLC 745 - 2023-12-31 21,771 $933,000 913
   FINANCIAL NETWORK 1428 - 2023-12-31 21,381 $916,000 1,602
   HIGHTOWER ADVISORS, LLC 1856 - 2023-12-31 20,993 $899,000 922
   THOROUGHBRED FINANCIAL SERVICES LLC 262 - 2023-12-31 20,193 $865,000 2,013
   DHK Financial Advisors Inc. 39 - 2023-12-31 19,999 $857,000 63
   M. Kulyk & Associates LLC 60 - 2023-12-31 19,454 $834,000 1,336
   CITIGROUP INC 2235 - 2023-12-31 19,076 $817,000 -558
   JNB Advisors LLC 190 - 2023-12-31 18,987 $814,000 7,795
   New Legacy Group LLC 12 - 2023-09-30 20,000 $790,000 0
   DEUTSCHE BANK AG 2092 - 2023-12-31 17,700 $758,000 -546
   Harbour Capital Advisors LLC 134 - 2024-03-31 14,790 $707,000 0
   Atria Wealth Solutions Inc. 1030 - 2023-12-31 16,090 $689,000 -1,633
   Sloy Dahl & Holst LLC 36 - 2024-03-31 13,920 $672,000 240
   CREDIT SUISSE/ 2506 - 2023-12-31 15,318 $656,000 0
   Prime Capital Investment Advisors LLC - 2023-12-31 15,242 $653,000 191
   AlTi Global Inc. 225 - 2023-12-31 14,932 $640,000 0
   HOLDERNESS INVESTMENTS CO 128 - 2023-12-31 14,781 $633,000 720
   Lido Advisors LLC 687 - 2023-12-31 14,597 $625,000 0
   CITADEL ADVISORS LLC 3412 - 2023-12-31 14,062 $603,000 -176,937
   IHT Wealth Management LLC 542 - 2023-12-31 13,658 $585,000 -90
   BSC PRIVATE WEALTH MANAGEMENT LLC 85 - 2023-12-31 13,640 $584,000 362
   H D Vest Advisory Services 916 - 2023-12-31 13,562 $581,000 -723
   Cooksen Wealth LLC 34 - 2024-03-31 11,856 $573,000 -203
   Equitable Holdings Inc. 727 - 2023-12-31 13,271 $569,000 10
   KANAWHA CAPITAL MANAGEMENT LLC 140 - 2023-12-31 12,880 $552,000 -350
   DZ BANK AG Deutsche Zentral Genossenschafts Bank F 598 - 2023-12-31 12,700 $541,000 -300
   CWM LLC 1093 - 2024-03-31 11,181 $540,000 7,074
   PROSPERA FINANCIAL SERVICES 642 - 2023-12-31 12,302 $527,000 288
   Meridian Wealth Management LLC 375 - 2023-12-31 11,990 $514,000 0
   Intercontinental Wealth Advisors LLC 182 - 2023-06-30 6,269 $513,000 -40
   Bogart Wealth LLC 144 - 2023-12-31 11,535 $494,000 -229
   GYL Financial Synergies LLC 246 - 2023-12-31 10,870 $466,000 0
   COMMERCE BANK N A/MO 889 - 2023-12-31 10,440 $447,000 0
   US FINANCIAL ADVISORS LLC 53 - 2023-12-31 10,339 $443,000 877
   Grubman Wealth Management 61 - 2024-03-31 8,897 $430,000 0
   PNC FINANCIAL SERVICES GROUP INC 1636 - 2023-12-31 9,668 $414,000 0
   Steward Partners Investment Advisory LLC 1078 - 2023-12-31 9,620 $412,000 -29
   FRANKLIN RESOURCES INC 1982 - 2023-12-31 9,310 $399,000 0
   CALDWELL SUTTER CAPITAL INC. 129 - 2024-03-31 8,136 $393,000 0
  100 Records found
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