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Get Institutions for : 
Wisdomtree Emerging Markets Efficient Core Fund (NTSE)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 14    2
Total shares held : 
1,545,366  
% of shares held : 
17.17%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  6  
Amount of shares held : 
63,581  
% of shares held change : 
  0.71%  
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 :
3
 12,980
 0.84%
 
Increased Positions :
7
 80,354
 5.2%
 
Unchanged Positions :
1
 0
 0%
 
Decreased Positions :
3
-14,284
-0.92%
 
Closed Positions :
1
-15,469
-1%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   HALBERT, HARGROVE/RUSSELL LLC 12 - 2024-03-31 1,099,268 $31,100,000 -54,295
   Resources Investment Advisors Inc. 186 - 2023-12-31 172,968 $4,898,000 7,194
   Wealthcare Advisory Partners LLC 190 - 2024-03-31 94,976 $2,687,000 51,561
   Professional Financial Advisors LLC 32 - 2024-03-31 60,544 $1,713,000 4,427
   LPL FINANCIAL CORP 2579 - 2023-12-31 57,268 $1,622,000 36,202
   JANE STREET GROUP LLC 3637 - 2023-12-31 23,283 $659,000 23,283
   DRIVE WEALTH MANAGEMENT LLC 116 - 2024-03-31 19,774 $559,000 3,209
   COMMONWEALTH EQUITY SERVICES LLC. 3059 *New 2023-12-31 11,199 $317,000 11,199
   Advisor Group Holdings Inc. 3837 - 2023-12-31 7,635 $216,000 3,537
   CARDIFF PARK ADVISORS LLC 283 *New 2023-12-31 1,780 $50,000 1,780
   UBS Group AG 5321 - 2023-12-31 1,564 $44,000 1,564
   BlackDiamond Wealth Management Inc. 137 *Closed 2023-12-31 0 $0 -15,469
   FMR LLC 4875 - 2023-12-31 8 $0 -4
   PROEQUITIES INC. 4977 - 2023-12-31 0 $0 0
   MORGAN STANLEY 7689 *New 2023-12-31 1 $0 1

  15 Records found
  1    
  Page 1 of 1
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