Q3 2024 13F Holders as of 9/30/2024
-
Type / Class
-
Equity / US HIGH DIVIDEND
-
Number of holders
-
204
-
Total 13F shares, excl. options
-
5.68M
-
Shares change
-
-181K
-
Total reported value, excl. options
-
$532M
-
Value change
-
-$16.5M
-
Number of buys
-
69
-
Number of sells
-
-75
-
Price
-
$93.80
Significant Holders of WISDOMTREE TR - US HIGH DIVIDEND (DHS) as of Q3 2024
216 filings reported holding DHS - WISDOMTREE TR - US HIGH DIVIDEND as of Q3 2024.
WISDOMTREE TR - US HIGH DIVIDEND (DHS) has 204 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 5.68M shares
.
Largest 10 shareholders include CWM, LLC (911K shares), WELLS FARGO & COMPANY/MN (427K shares), LPL Financial LLC (393K shares), Linscomb Wealth, Inc. (357K shares), Cetera Investment Advisers (350K shares), BANK OF AMERICA CORP /DE/ (342K shares), MORGAN STANLEY (242K shares), INVENIO WEALTH PARTNERS LLC (217K shares), Colony Group, LLC (160K shares), and MB, LEVIS & ASSOCIATES, LLC (160K shares).
This table shows the top 204 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.