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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
   CONNING ASSET MANAGEMENT CO. 88 - 2024-03-31 144,030 $6,957,000 0
   RAYMOND JAMES TRUST CO 155 - 2024-03-31 112,196 $5,419,000 0
   Harel Insurance Investments & Financial Services L - 2024-03-31 78,784 $3,805,000 0
   Sunesis Advisors LLC 21 - 2023-12-31 32,860 $1,408,000 0
   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
   COUNTRY CLUB BANK /GFN 177 - 2024-03-31 25,040 $1,209,000 0
   New Legacy Group LLC 12 - 2023-09-30 20,000 $790,000 0
   Harbour Capital Advisors LLC 134 - 2024-03-31 14,790 $707,000 0
   CREDIT SUISSE/ 2506 - 2023-12-31 15,318 $656,000 0
   Lido Advisors LLC 687 - 2023-12-31 14,597 $625,000 0
   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
   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
   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
   HB Wealth Management LLC 524 - 2023-12-31 9,016 $386,000 0
   IPG Investment Advisors LLC 127 - 2023-12-31 8,700 $373,000 0
   RDA Financial Network 163 - 2024-03-31 7,370 $356,000 0
   MARINER WEALTH ADVISORS, LLC 2191 - 2023-12-31 8,287 $355,000 0
   Mill Creek Capital Advisors LLC 174 - 2023-12-31 8,186 $351,000 0
   Next Level Private LLC 95 - 2024-03-31 7,192 $347,000 0
   Alethea Capital Management LLC 17 - 2023-12-31 8,020 $344,000 0
   Beacon Pointe Advisors LLC 1012 - 2023-12-31 8,012 $343,000 0
   GOODMAN & COMPANY INVESTMENT COUNSEL LTD. 613 - 2023-12-31 7,120 $305,000 0
   SCOTIA CAPITAL INC. 658 - 2023-12-31 7,040 $302,000 0
   Kingsview Wealth Management LLC 781 - 2023-12-31 6,696 $287,000 0
   AlphaCore Capital LLC 193 - 2023-12-31 6,300 $270,000 0
   West Financial Advisors LLC 51 - 2024-03-31 5,294 $256,000 0
   Concorde Asset Management LLC 124 - 2023-12-31 5,847 $251,000 0
   LEUCADIA NATIONAL CORP -- Notable Guru -- 934 - 2023-12-31 5,794 $248,000 0
   BigSur Wealth Management LLC 98 - 2023-12-31 5,600 $240,000 0
   CLEAR HARBOR ASSET MANAGEMENT, LLC 292 - 2023-12-31 5,536 $237,000 0
   BLB&B ADVISORS LLC 253 - 2024-03-31 4,866 $235,000 0
   Westside Investment Management Inc. 207 - 2024-03-31 4,556 $220,000 0
   Activest Wealth Management 64 - 2024-03-31 3,834 $185,000 0
   Parallel Advisors LLC 870 - 2023-12-31 4,000 $171,000 0
   Addison Advisors LLC 193 - 2023-12-31 4,000 $171,000 0
   BDO Wealth Advisors LLC 313 - 2023-06-30 1,500 $123,000 0
   O SHAUGHNESSY ASSET MANAGEMENT LLC 1483 - 2023-12-31 2,566 $110,000 0
   Retirement Group LLC 176 - 2023-12-31 1,800 $77,000 0
   TOMPKINS FINANCIAL CORP 309 - 2024-03-31 1,560 $75,000 0
   JOHNSON FINANCIAL GROUP, INC. 423 - 2023-12-31 1,530 $66,000 0
   TD Waterhouse Canada Inc. 954 - 2023-12-31 1,000 $48,000 0
   FTB Advisors Inc. 974 - 2024-03-31 992 $48,000 0
   LFA - Lugano Financial Advisors SA - 2023-12-31 1,022 $44,000 0
   M&R CAPITAL MANAGEMENT INC 242 - 2024-03-31 825 $40,000 0
   Semmax Financial Advisors Inc. 155 - 2023-12-31 876 $39,000 0
   US BANCORP 2790 - 2023-12-31 850 $36,000 0
   Spire Wealth Management 1351 - 2024-03-31 712 $34,000 0
   Sunbelt Securities Inc. 949 - 2024-03-31 704 $34,000 0
   Farther Finance Advisors LLC 1175 - 2023-12-31 752 $32,000 0
   Emerald Investment Partners LLC - 2023-12-31 724 $31,000 0
   EverSource Wealth Advisors LLC 1172 - 2023-12-31 532 $23,000 0
   Pinnacle Bank 559 - 2024-03-31 400 $19,000 0
   Global Wealth Management Investment Advisory Inc. 255 - 2023-12-31 450 $19,000 0
   Sound Income Strategies LLC 611 - 2024-03-31 382 $18,000 0
   TRUSTCORE FINANCIAL SERVICES LLC 667 - 2022-12-31 185 $13,000 0
   Key Financial Inc 759 - 2023-12-31 218 $9,000 0
   Migdal Insurance & Financial Holdings Ltd. 459 - 2023-12-31 110 $5,000 0
   SIGNATUREFD, LLC 2524 - 2023-12-31 86 $4,000 0
   ABSOLUTE INVESTMENT MANAGEMENT LLC 420 - 2023-12-31 97 $4,000 0
   AllSquare Wealth Management LLC 451 - 2023-12-31 78 $3,000 0
   Lee Financial CORP 758 - 2023-12-31 44 $2,000 0
   PROEQUITIES INC. 4469 - 2023-12-31 0 $0 0
   FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 127 *New 2022-12-31 0 $0 0
   WEBSTER BANK 642 - 2024-03-31 1 $0 0

  68 Records found
  1    
  Page 1 of 1
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