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Get Institutions for : 
Wisdomtree International Quality Dividend Growth Fund (IQDG)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 106    6
Total shares held : 
 22,524,539  
% of shares held : 
 32.6%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   32  
Amount of shares held : 
 -54,011  
% of shares held change : 
   -0.08%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
17
 254,354
 1.13%
 
Increased Positions :
50
 1,168,132
 5.19%
 
Unchanged Positions :
15
 205,821
 0.91%
 
Decreased Positions :
24
-1,275,817
-5.66%
 
Closed Positions :
11
-200,680
-0.89%
 
Guru Positions :
0
 0%
 
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
   MORGAN STANLEY 953 - 2023-12-31 3,874,087 $140,513,000 -725,056
   One Capital Management LLC 4 - 2024-03-31 2,404,591 $91,519,000 67,675
   BANK OF AMERICA CORP /DE/ 921 - 2023-12-31 2,285,219 $82,885,000 -76,387
   Prime Capital Investment Advisors LLC - 2023-12-31 1,656,264 $60,073,000 184,167
   Hennion & Walsh Asset Management Inc. 2 - 2024-03-31 1,265,044 $48,148,000 104,543
   Trilogy Capital Inc. 12 - 2024-03-31 1,067,762 $40,639,000 -1,146,609
   SPC FINANCIAL, INC. 4 - 2024-03-31 961,455 $36,593,000 19,543
   LPL FINANCIAL CORP 716 - 2024-03-31 854,316 $32,515,000 -125,003
   Garrett Investment Advisors LLC 4 - 2024-03-31 740,826 $28,196,000 73,176
   JOURNEY STRATEGIC WEALTH LLC 8 - 2023-12-31 735,721 $26,685,000 23,849
   UBS Group AG 1310 - 2023-12-31 353,941 $12,837,000 6,437
   Revolve Wealth Partners LLC 14 - 2024-03-31 318,721 $12,131,000 57,489
   AE Wealth Management LLC 352 - 2023-12-31 329,372 $11,936,000 67,597
   ENVESTNET ASSET MANAGEMENT INC 1392 - 2023-12-31 297,007 $10,772,000 -6,964
   INVENIO WEALTH PARTNERS LLC 5 - 2024-03-31 239,478 $9,115,000 54,624
   COMMONWEALTH EQUITY SERVICES LLC. 860 - 2024-03-31 225,019 $8,564,000 16,189
   FINANCIAL NETWORK 409 - 2023-12-31 222,450 $8,068,000 29,418
   JANE STREET GROUP LLC 1144 - 2023-12-31 205,986 $7,471,000 -60,015
   ROYAL BANK OF CANADA 1653 - 2023-12-31 201,447 $7,306,000 -10,058
   Venturi Wealth Management LLC 56 *New 2024-03-31 178,163 $6,781,000 178,163
   J P MORGAN CHASE & CO 2290 - 2024-03-31 173,766 $6,614,000 -20,341
   RAYMOND JAMES & ASSOCIATES 1435 - 2024-03-31 162,230 $6,174,000 -17,909
   Private Advisor Group LLC 416 - 2024-03-31 150,638 $5,733,000 52,638
   OLD MISSION CAPITAL LLC 113 - 2023-12-31 149,402 $5,419,000 149,402
   Premier Path Wealth Partners LLC 24 - 2024-03-31 122,425 $4,669,000 25,356
   Kathmere Capital Management LLC 42 - 2024-03-31 119,225 $4,538,000 -603
   Golden State Equity Partners 16 - 2023-12-31 124,882 $4,529,000 9,602
   Financial Advocates Investment Management 91 - 2024-03-31 117,852 $4,485,000 7,987
   Security Financial Services INC. 24 - 2024-03-31 115,908 $4,411,000 -20,442
   BOSTON FINANCIAL MANGEMENT INC /MA 111 - 2024-03-31 99,377 $3,782,000 7,466
   Cetera Investment Advisers 573 - 2023-12-31 96,052 $3,484,000 53,124
   Advisor Group Holdings Inc. 1333 - 2024-03-31 86,490 $3,293,000 -19,020
   FFG RETIREMENT ADVISORS LLC 15 - 2024-03-31 82,420 $3,137,000 1,613
   TSFG LLC 31 - 2024-03-31 82,221 $3,129,000 77,657
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 811 - 2024-03-31 77,449 $2,948,000 22,198
   DAVIDSON D A & CO 421 - 2023-12-31 73,703 $2,673,000 38,291
   Krasney Financial LLC 90 - 2024-03-31 68,740 $2,616,000 -157
   Occidental Asset Management LLC 65 - 2024-03-31 65,297 $2,485,000 1,362
   CI Private Wealth LLC 936 - 2024-03-31 63,913 $2,433,000 -558
   Sharkey Howes & Javer 50 - 2024-03-31 54,858 $2,088,000 10,791
   Capital Analysts Inc. 172 - 2023-12-31 49,935 $1,811,000 -1,170
   Hobbs Group Advisors LLC 24 - 2023-12-31 46,708 $1,694,000 0
   FLAGSHIP HARBOR ADVISORS LLC 198 - 2024-03-31 38,983 $1,484,000 -13,496
   Resonant Capital Advisors LLC 123 - 2024-03-31 38,158 $1,452,000 0
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2157 *New 2024-03-31 36,866 $1,403,000 36,866
   JANNEY MONTGOMERY SCOTT LLC 1338 - 2024-03-31 35,734 $1,360,000 3,565
   My Legacy Advisors LLC 52 - 2023-12-31 37,758 $1,352,000 -11,943
   ATRIA INVESTMENTS LLC 780 *New 2023-12-31 36,242 $1,314,000 36,242
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1914 - 2024-03-31 32,853 $1,250,000 -21,185
   BANK OF NEW YORK MELLON CORP 3038 - 2024-03-31 31,726 $1,208,000 326
   Per Stirling Capital Management LLC. 77 - 2023-12-31 31,372 $1,138,000 3,444
   KLR INVESTMENT ADVISORS LLC 24 - 2024-03-31 31,134 $1,126,000 -10,660
   Ausdal Financial Partners Inc. 164 - 2024-03-31 28,636 $1,090,000 13,588
   HIGHTOWER ADVISORS, LLC 1732 - 2024-03-31 28,380 $1,082,000 -12,294
   Princeton Global Asset Management LLC 91 - 2024-03-31 21,316 $811,000 1,909
   Financial Enhancement Group LLC 82 - 2024-03-31 21,749 $793,000 430
   Goss Wealth Management LLC 1039 - 2023-12-31 22,151 $787,000 5,391
   Wealthcare Advisory Partners LLC 440 *New 2024-03-31 20,308 $773,000 20,308
   OPPENHEIMER & CO INC 841 - 2024-03-31 20,299 $773,000 577
   Mutual Advisors LLC 561 - 2024-03-31 20,302 $773,000 369
   Mason Investment Advisory Services Inc. 27 - 2023-12-31 19,514 $708,000 0
   NBC SECURITIES INC. 359 - 2024-03-31 17,297 $658,000 4,357
   Mendel Money Management 77 - 2024-03-31 16,963 $646,000 964
   Stratos Wealth Partners LTD. 791 *New 2024-03-31 16,494 $628,000 16,494
   DOrazio & Associates Inc. 71 - 2024-03-31 16,486 $627,000 13
   V Wealth ManagementLLC 41 - 2023-09-30 19,200 $615,000 -5,743
   Global Retirement Partners LLC 477 - 2024-03-31 16,147 $615,000 -72
   CIBC WORLD MARKETS INC. 820 - 2023-12-31 16,062 $583,000 -1,373
   Maia Wealth LLC 83 - 2023-12-31 16,066 $583,000 0
   MULTIFINANCIAL SECURITIES CORP 1043 - 2023-12-31 15,774 $572,000 1,763
   PARK AVENUE SECURITIES LLC 918 - 2024-03-31 14,061 $535,000 -1,104
   AJ WEALTH STRATEGIES LLC 181 - 2023-06-30 15,239 $524,000 0
   Claro Advisors LLC 235 - 2024-03-31 13,329 $507,000 224
   Sowell Financial Services LLC 454 - 2024-03-31 12,120 $461,000 -1,341
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 430 - 2024-03-31 11,984 $456,000 2,540
   Western Wealth Management LLC 423 - 2024-03-31 10,368 $395,000 -443
   Kestra Advisory Services LLC 1714 - 2023-12-31 9,926 $360,000 499
   O SHAUGHNESSY ASSET MANAGEMENT LLC 1149 - 2023-12-31 9,689 $351,000 1,020
   Priebe Wealth Holdings LLC 36 - 2024-03-31 8,850 $337,000 2,900
   RAYMOND JAMES TRUST CO 950 - 2024-03-31 8,197 $312,000 -80
   Gateway Wealth Partners LLC 150 - 2023-12-31 8,564 $311,000 781
   HUNTER ASSOCIATES INC. 215 - 2024-03-31 7,900 $300,000 -5,750
   CITADEL ADVISORS LLC 4082 - 2023-12-31 8,239 $299,000 -32,754
   Signal Advisors Wealth LLC 239 *New 2024-03-31 7,349 $280,000 7,349
   CREATIVE FINANCIAL DESIGNS INC /ADV 346 - 2024-03-31 7,288 $277,000 -192
   Smartleaf Asset Management LLC 261 - 2024-03-31 7,242 $262,000 243
   Truadvice LLC 193 *New 2023-09-30 7,896 $255,000 7,896
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1547 - 2023-09-30 7,922 $254,000 -100
   MARINER WEALTH ADVISORS, LLC 2523 *New 2023-12-31 6,637 $241,000 6,637
   Foster Group Inc. 184 *New 2024-03-31 6,292 $239,000 6,292
   GOFEN & GLOSSBERG LLC /IL/ 445 - 2022-12-31 7,725 $236,000 0
   GREAT VALLEY ADVISOR GROUP INC. 679 - 2024-03-31 5,862 $223,000 312
   Waterloo Capital L.P. 353 - 2023-12-31 5,700 $207,000 5,700
   Atria Wealth Solutions Inc. 1749 - 2023-12-31 5,601 $203,000 -1,855
   Element Wealth LLC 139 - 2024-03-31 5,096 $194,000 17
   GPS Wealth Strategies Group LLC 313 - 2024-03-31 3,656 $139,000 81
   TD Waterhouse Canada Inc. 884 *New 2024-03-31 2,895 $109,000 2,895
   Key Financial Inc 307 - 2024-03-31 2,828 $103,000 0
   FMR LLC 3065 - 2023-12-31 2,698 $98,000 2,423
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1807 - 2023-12-31 2,516 $91,000 582
  100 Records found
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