Q4 2023 13F Holders as of 31 Dec 2023
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Type / Class
-
Equity / EMG MKTS SMCAP
-
Number of holders
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2
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Total 13F shares, excl. options
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978
-
Shares change
-
0
-
Total reported value, excl. options
-
$48.8K
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Price
-
$49.92
Significant Holders of WISDOMTREE TR - EMG MKTS SMCAP (DGS) as of Q4 2023
2 filings reported holding DGS - WISDOMTREE TR - EMG MKTS SMCAP as of Q4 2023.
WISDOMTREE TR - EMG MKTS SMCAP (DGS) has 2 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 978 shares
.
Largest 10 shareholders include Creative Planning (32.8M shares), BANK OF AMERICA CORP /DE/ (1.29M shares), Unison Advisors LLC (1.11M shares), Cerity Partners LLC (773K shares), MORGAN STANLEY (634K shares), HighTower Advisors, LLC (526K shares), LPL Financial LLC (462K shares), WELLS FARGO & COMPANY/MN (412K shares), Financial Planning & Information Services, Inc. (400K shares), and NATIONAL BANK OF CANADA /FI/ (397K shares).
This table shows the top 2 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.