Q3 2024 13F Holders as of 9/30/2024
-
Type / Class
-
Equity / US TOTAL DIVIDND
-
Number of holders
-
180
-
Total 13F shares, excl. options
-
8.3M
-
Shares change
-
+81.1K
-
Total reported value, excl. options
-
$636M
-
Value change
-
+$6.65M
-
Number of buys
-
66
-
Number of sells
-
-71
-
Price
-
$76.68
Significant Holders of WISDOMTREE TR - US TOTAL DIVIDND (DTD) as of Q3 2024
194 filings reported holding DTD - WISDOMTREE TR - US TOTAL DIVIDND as of Q3 2024.
WISDOMTREE TR - US TOTAL DIVIDND (DTD) has 180 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 8.3M shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (2.02M shares), MORGAN STANLEY (1.19M shares), LPL Financial LLC (658K shares), WELLS FARGO & COMPANY/MN (359K shares), Cetera Investment Advisers (329K shares), 626 Financial, LLC (299K shares), Pinnacle Financial Group, LLC / IL (281K shares), Connecticut Wealth Management, LLC (278K shares), HighTower Advisors, LLC (215K shares), and Raymond James Financial Services Advisors, Inc. (169K shares).
This table shows the top 180 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.