Q2 2023 13F Holders as of 6/30/2023
-
Type / Class
-
Equity / US HIGH DIVIDEND
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Number of holders
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173
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Total 13F shares, excl. options
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6.74M
-
Shares change
-
-1.29M
-
Total reported value, excl. options
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$536M
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Value change
-
-$105M
-
Number of buys
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45
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Number of sells
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-100
-
Price
-
$79.57
Significant Holders of WISDOMTREE TR - US HIGH DIVIDEND (DHS) as of Q2 2023
205 filings reported holding DHS - WISDOMTREE TR - US HIGH DIVIDEND as of Q2 2023.
WISDOMTREE TR - US HIGH DIVIDEND (DHS) has 173 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 6.74M shares
.
Largest 10 shareholders include CWM, LLC (1.08M shares), LPL Financial LLC (691K shares), MORGAN STANLEY (570K shares), BANK OF AMERICA CORP /DE/ (446K shares), Linscomb & Williams, Inc. (430K shares), WELLS FARGO & COMPANY/MN (317K shares), Cetera Advisor Networks LLC (271K shares), MB, LEVIS & ASSOCIATES, LLC (161K shares), Raymond James Financial Services Advisors, Inc. (145K shares), and Kestra Advisory Services, LLC (143K shares).
This table shows the top 173 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.