Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / US HIGH DIVIDEND
-
Total 13F shares
-
221,097
-
Share change
-
+426
-
Total reported value
-
$18,169,745
-
Price per share
-
$82.18
-
Number of holders
-
6
-
Value change
-
+$35,009
-
Number of buys
-
1
-
Number of sells
-
1
Institutional Holders of WISDOMTREE TR - US HIGH DIVIDEND (DHS) as of Q4 2023
As of 31 Dec 2023,
WISDOMTREE TR - US HIGH DIVIDEND (DHS) was held by
6 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
221,097 shares.
The largest 10 holders included
CWM, LLC, LPL Financial LLC, WELLS FARGO & COMPANY/MN, Linscomb & Williams, Inc., BANK OF AMERICA CORP /DE/, MORGAN STANLEY, Cetera Advisor Networks LLC, MB, LEVIS & ASSOCIATES, LLC, INVENIO WEALTH PARTNERS LLC, and AMERIPRISE FINANCIAL INC.
This page lists
190
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.