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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 3 - 2023-12-31 2,336,916 $84,760,000 59,308
   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
   LPL FINANCIAL CORP 617 - 2023-12-31 979,319 $35,520,000 43,135
   SPC FINANCIAL, INC. 7 - 2023-12-31 941,912 $34,163,000 6,278
   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
   FINANCIAL NETWORK 409 - 2023-12-31 222,450 $8,068,000 29,418
   COMMONWEALTH EQUITY SERVICES LLC. 857 - 2023-12-31 208,830 $7,574,000 50,100
   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
   J P MORGAN CHASE & CO 2244 - 2023-12-31 194,107 $7,040,000 -4,037
   Venturi Wealth Management LLC 56 *New 2024-03-31 178,163 $6,781,000 178,163
   INVENIO WEALTH PARTNERS LLC 5 - 2023-12-31 184,854 $6,705,000 22,756
   RAYMOND JAMES & ASSOCIATES 1435 - 2024-03-31 162,230 $6,174,000 -17,909
   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
   Security Financial Services INC. 24 - 2024-03-31 115,908 $4,411,000 -20,442
   Financial Advocates Investment Management 89 - 2023-12-31 109,865 $4,010,000 -66,482
   Advisor Group Holdings Inc. 1386 - 2023-12-31 105,510 $3,828,000 9,740
   Private Advisor Group LLC 560 - 2023-12-31 98,000 $3,554,000 -89,698
   Cetera Investment Advisers 573 - 2023-12-31 96,052 $3,484,000 53,124
   BOSTON FINANCIAL MANGEMENT INC /MA 111 - 2023-12-31 91,911 $3,334,000 12,818
   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
   FFG RETIREMENT ADVISORS LLC 17 *New 2023-12-31 80,807 $2,931,000 80,807
   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
   FDX ADVISORS, INC. 124 *New 2023-12-31 65,782 $2,386,000 65,782
   CI Private Wealth LLC 929 - 2023-12-31 64,471 $2,338,000 358
   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
   HIGHTOWER ADVISORS, LLC 1583 - 2023-12-31 40,674 $1,475,000 -6,973
   Resonant Capital Advisors LLC 123 - 2023-12-31 38,158 $1,384,000 23,202
   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
   JANNEY MONTGOMERY SCOTT LLC 1352 - 2023-12-31 32,169 $1,167,000 498
   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
   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
   Mutual Advisors LLC 539 - 2023-12-31 19,933 $723,000 129
   OPPENHEIMER & CO INC 845 - 2023-12-31 19,722 $715,000 89
   Mason Investment Advisory Services Inc. 27 - 2023-12-31 19,514 $708,000 0
   Princeton Global Asset Management LLC - 2023-12-31 19,407 $704,000 -731
   NBC SECURITIES INC. 359 - 2024-03-31 17,297 $658,000 4,357
   Stratos Wealth Partners LTD. 791 *New 2024-03-31 16,494 $628,000 16,494
   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
   DOrazio & Associates Inc. 67 *New 2023-12-31 16,473 $597,000 16,473
   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
   Mendel Money Management 75 - 2023-12-31 15,999 $580,000 2,254
   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
   SageView Advisory Group LLC 334 - 2023-12-31 14,200 $516,000 850
   Claro Advisors LLC 235 - 2024-03-31 13,329 $507,000 224
   HUNTER ASSOCIATES INC. 175 - 2023-12-31 13,650 $498,000 -1,000
   Sowell Financial Services LLC - 2023-12-31 13,461 $488,000 -564
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 430 - 2024-03-31 11,984 $456,000 2,540
   Western Wealth Management LLC 469 *New 2023-12-31 10,811 $392,000 10,811
   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
   CITADEL ADVISORS LLC 4082 - 2023-12-31 8,239 $299,000 -32,754
   B.O.S.S. Retirement Advisors LLC 209 *New 2023-12-31 7,812 $283,000 7,812
   Signal Advisors Wealth LLC 239 *New 2024-03-31 7,349 $280,000 7,349
   CREATIVE FINANCIAL DESIGNS INC /ADV 331 - 2023-12-31 7,480 $271,000 208
   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
   Smartleaf Asset Management LLC 286 - 2023-12-31 6,999 $253,000 0
   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
   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
   GREAT VALLEY ADVISOR GROUP INC. 674 *New 2023-12-31 5,550 $201,000 5,550
   Element Wealth LLC 133 *New 2023-12-31 5,079 $184,000 5,079
   GPS Wealth Strategies Group LLC 307 - 2023-12-31 3,575 $130,000 -59
   Key Financial Inc 303 - 2023-12-31 2,828 $103,000 28
   FMR LLC 3065 - 2023-12-31 2,698 $98,000 2,423
  100 Records found
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