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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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Employees Retirement Fund of the City of Fort Wort 6 - 2023-12-31 374,000 $15,704,000 0
   Sachetta LLC 10 - 2024-03-31 87,857 $3,689,000 0
   OLD NATIONAL BANCORP /IN/ 212 - 2024-03-31 46,978 $2,158,000 0
   Capital Advisors Ltd. LLC 85 - 2024-03-31 26,098 $1,199,000 0
   HBW Advisory Services LLC 142 - 2024-03-31 18,707 $786,000 0
   INSIGHT 2811 INC 31 - 2023-12-31 16,993 $714,000 0
   MTM Investment Management LLC 103 - 2024-03-31 12,123 $557,000 0
   FIFTH THIRD BANCORP 819 - 2024-03-31 8,675 $399,000 0
   U.S. Capital Wealth Advisors LLC 510 - 2023-12-31 8,825 $371,000 0
   LongView Wealth Management 129 - 2024-03-31 7,500 $345,000 0
   EisnerAmper Wealth Management Corporate Benefits L 53 - 2023-12-31 7,890 $331,000 0
   ANGELES WEALTH MANAGEMENT LLC 147 - 2023-12-31 7,622 $320,000 0
   MAYPORT LLC 75 - 2024-03-31 6,277 $288,000 0
   Per Stirling Capital Management LLC. 183 - 2023-12-31 6,500 $273,000 0
   TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV - 2024-03-31 4,814 $221,000 0
   FIRST FINANCIAL CORP /IN/ 147 - 2024-03-31 3,250 $149,000 0
   IAG Wealth Partners LLC 129 - 2024-03-31 1,871 $86,000 0
   O SHAUGHNESSY ASSET MANAGEMENT LLC 1521 - 2023-12-31 1,821 $76,000 0
   Princeton Global Asset Management LLC 224 - 2024-03-31 1,640 $75,000 0
   TOMPKINS FINANCIAL CORP 318 - 2024-03-31 1,556 $71,000 0
   MEADOWBROOK INVESTMENT ADVISORS LLC 157 - 2024-03-31 1,380 $63,000 0
   GPS Wealth Strategies Group LLC - 2024-03-31 450 $21,000 0
   BANK OF MONTREAL /CAN/ 3232 - 2023-12-31 175 $7,000 0
   Impact Partnership Wealth LLC 553 - 2023-12-31 150 $6,000 0
   Aspire Private Capital LLC 483 - 2024-03-31 100 $5,000 0
   VitalStone Financial LLC 332 - 2023-12-31 125 $5,000 0
   Operose Advisors LLC 538 - 2023-12-31 99 $4,000 0
   TSFG LLC 685 - 2024-03-31 47 $2,000 0
   Cape Investment Advisory Inc. 901 - 2023-12-31 49 $2,000 0
   PROEQUITIES INC. - 2024-03-31 0 $0 0
   GRADIENT INVESTMENTS LLC 1551 - 2024-03-31 0 $0 0
  31 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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