Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Wisdomtree International Quality Dividend Growth Fund (IQDG)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


Download
     
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  
Free Registration Required For Full Results



            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   One Capital Management LLC 4 - 2024-03-31 2,404,591 $91,519,000 67,675
   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
   SPC FINANCIAL, INC. 4 - 2024-03-31 961,455 $36,593,000 19,543
   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
   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
   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
   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
   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
   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
   Occidental Asset Management LLC 65 - 2024-03-31 65,297 $2,485,000 1,362
   Sharkey Howes & Javer 50 - 2024-03-31 54,858 $2,088,000 10,791
   JANNEY MONTGOMERY SCOTT LLC 1338 - 2024-03-31 35,734 $1,360,000 3,565
   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
   Ausdal Financial Partners Inc. 164 - 2024-03-31 28,636 $1,090,000 13,588
   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
   OPPENHEIMER & CO INC 841 - 2024-03-31 20,299 $773,000 577
   Mutual Advisors LLC 561 - 2024-03-31 20,302 $773,000 369
   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
   DOrazio & Associates Inc. 71 - 2024-03-31 16,486 $627,000 13
   MULTIFINANCIAL SECURITIES CORP 1043 - 2023-12-31 15,774 $572,000 1,763
   Claro Advisors LLC 235 - 2024-03-31 13,329 $507,000 224
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 430 - 2024-03-31 11,984 $456,000 2,540
   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
   Gateway Wealth Partners LLC 150 - 2023-12-31 8,564 $311,000 781
   Smartleaf Asset Management LLC 261 - 2024-03-31 7,242 $262,000 243
   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
   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
   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

  51 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results