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Get Institutions for : 
Wisdomtree International Hedged Equity Fund (HEDJ)  
$46.60 0.22 (0.47%) as of 4:30 Fri 5/3


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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  : 
6.15 (15.2%)  




 
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
   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
   ROYAL BANK OF CANADA 1139 - 2023-12-31 440,546 $18,877,000 42,467
   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
   Private Portfolio Partners LLC 12 - 2023-12-31 180,838 $7,749,000 3,818
   CONDOR CAPITAL MANAGEMENT 32 - 2023-12-31 161,801 $6,933,000 1,392
   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
   AE Wealth Management LLC 578 - 2023-12-31 116,727 $5,045,000 9,889
   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
   JANNEY MONTGOMERY SCOTT LLC 954 - 2023-12-31 66,620 $2,855,000 624
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1052 - 2024-03-31 58,656 $2,833,000 27,160
   BANK OF NEW YORK MELLON CORP 2659 - 2024-03-31 50,422 $2,435,000 599
   NATIONAL BANK OF CANADA /FI/ 864 - 2023-12-31 53,301 $2,277,000 99
   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
   Concord Wealth Partners 85 - 2023-12-31 27,782 $1,190,000 621
   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
   Belpointe Asset Management LLC 208 - 2023-12-31 24,242 $1,039,000 13,543
   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
   JNB Advisors LLC 190 - 2023-12-31 18,987 $814,000 7,795
   Sloy Dahl & Holst LLC 36 - 2024-03-31 13,920 $672,000 240
   Prime Capital Investment Advisors LLC - 2023-12-31 15,242 $653,000 191
   HOLDERNESS INVESTMENTS CO 128 - 2023-12-31 14,781 $633,000 720
   BSC PRIVATE WEALTH MANAGEMENT LLC 85 - 2023-12-31 13,640 $584,000 362
   Equitable Holdings Inc. 727 - 2023-12-31 13,271 $569,000 10
   CWM LLC 1093 - 2024-03-31 11,181 $540,000 7,074
   PROSPERA FINANCIAL SERVICES 642 - 2023-12-31 12,302 $527,000 288
   US FINANCIAL ADVISORS LLC 53 - 2023-12-31 10,339 $443,000 877
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4325 - 2023-12-31 7,589 $325,000 7,589
   Ausdal Financial Partners Inc. 385 - 2024-03-31 5,669 $274,000 621
   Private Advisor Group LLC 1850 - 2023-12-31 6,223 $267,000 400
   C2P Capital Advisory Group LLC d.b.a. Prosperity C 248 - 2023-12-31 5,003 $214,000 5,003
   Tradition Wealth Management LLC 697 - 2023-12-31 837 $36,000 3
   EDMOND DE ROTHSCHILD HOLDING S.A. 537 - 2023-12-31 800 $34,000 800
   Carmichael Hill & Associates Inc. 378 - 2024-03-31 527 $25,000 35
   Raleigh Capital Management Inc. 458 - 2023-12-31 431 $18,000 99
   Goss Wealth Management LLC 2607 - 2023-12-31 416 $18,000 2
  51 Records found
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