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Get Institutions for : 
Widsom Tree International Hedged Dividend Growth Fund (IHDG)  
$45.83 0.13 (0.28%) as of 4:30 Thu 5/9


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 202    4
Total shares held : 
 33,949,488  
% of shares held : 
 88.04%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   50  
Amount of shares held : 
 3,113,586  
% of shares held change : 
   8.07%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $38.56  
Last Quarter's Ending Price : 
 $41.99  
Last Quarter's Average Price : 
 $39.68  
Change from last quarter's     
avg. price to the last closing  : 
6.15 (15.5%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
15
 231,694
 0.68%
 
Increased Positions :
101
 4,040,312
 11.9%
 
Unchanged Positions :
39
 1,479,185
 4.36%
 
Decreased Positions :
47
-774,925
-2.28%
 
Closed Positions :
19
-383,495
-1.13%
 
Guru Positions :
1
8,593
 0.03%
 
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
   Family Investment Center Inc. 8 *New 2024-03-31 318,311 $14,623,000 318,311
   Mason & Associates Inc 15 *New 2024-03-31 121,536 $5,583,000 121,536
   BMS Financial Advisors LLC 13 *New 2023-06-30 92,442 $3,713,000 92,442
   Stratos Wealth Partners LTD. 291 *New 2024-03-31 80,490 $3,698,000 80,490
   Redhawk Wealth Advisors Inc. 38 *New 2023-12-31 75,367 $3,165,000 75,367
   CASTLE WEALTH MANAGEMENT LLC *New 2024-03-31 67,148 $3,085,000 67,148
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2732 *New 2023-12-31 25,000 $1,050,000 25,000
   Simplicity WealthLLC 645 *New 2024-03-31 14,095 $648,000 14,095
   Koshinski Asset Management Inc. 306 *New 2023-12-31 10,074 $423,000 10,074
   Atria Wealth Solutions Inc. 1322 *New 2023-12-31 9,253 $389,000 9,253
   Prosperity Consulting Group LLC *New 2024-03-31 7,890 $362,000 7,890
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 834 *New 2023-12-31 8,593 $361,000 8,593
   Squarepoint Ops LLC 1904 *New 2023-12-31 7,892 $331,000 7,892
   COMERICA SECURITIESINC. 348 *New 2023-09-30 8,194 $317,000 8,194
   Burns Matteson Capital Management LLC 123 *New 2023-12-31 5,211 $219,000 5,211
   NORTHERN TRUST CORP 3884 *New 2023-12-31 4,935 $207,000 4,935
   Sigma Planning Corp *New 2024-03-31 4,376 $201,000 4,376
   WASHINGTON TRUST CO 345 *New 2024-03-31 2,176 $100,000 2,176
   VAN ECK ASSOCIATES CORP 1294 *New 2024-03-31 706 $32,000 706
   Iron Horse Wealth Management LLC 122 *New 2024-03-31 503 $23,000 503
   MATHER GROUP, INC. 1126 *New 2024-03-31 344 $14,000 344
  21 Records found
  1    
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