Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / US TOTAL DIVIDND
-
Total 13F shares
-
10,103
-
Share change
-
0
-
Total reported value
-
$660,593
-
Price per share
-
$65.38
-
Number of holders
-
2
Institutional Holders of WISDOMTREE TR - US TOTAL DIVIDND (DTD) as of Q4 2023
As of 31 Dec 2023,
WISDOMTREE TR - US TOTAL DIVIDND (DTD) was held by
2 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
10,103 shares.
The largest 10 holders included
BANK OF AMERICA CORP /DE/, MORGAN STANLEY, LPL Financial LLC, WELLS FARGO & COMPANY/MN, Pinnacle Financial Group, LLC / IL, 626 Financial, LLC, Connecticut Wealth Management, LLC, HighTower Advisors, LLC, Cetera Advisor Networks LLC, and Vertex Planning Partners, LLC.
This page lists
175
institutional shareholders reporting positions in this security
for the Q4 2023 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.