Q1 2023 13F Holders as of 3/31/2023
-
Type / Class
-
Equity / EM MKTS QTLY DIV
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Number of holders
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30
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Total 13F shares, excl. options
-
2.07M
-
Shares change
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+169K
-
Total reported value, excl. options
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$47M
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Value change
-
+$4.03M
-
Number of buys
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25
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Number of sells
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-9
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Price
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$22.62
Significant Holders of WISDOMTREE TR - EM MKTS QTLY DIV (DGRE) as of Q1 2023
38 filings reported holding DGRE - WISDOMTREE TR - EM MKTS QTLY DIV as of Q1 2023.
WISDOMTREE TR - EM MKTS QTLY DIV (DGRE) has 30 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2.07M shares
.
Largest 10 shareholders include One Capital Management, LLC (1.09M shares), NewEdge Wealth, LLC (220K shares), Astoria Portfolio Advisors LLC. (207K shares), Royal Bank of Canada (109K shares), LPL Financial LLC (64.5K shares), Sound Financial Strategies Group, LLC (54K shares), CIBC WORLD MARKET INC. (50.2K shares), MORGAN STANLEY (37.5K shares), Professional Financial Advisors, LLC (33K shares), and Great Waters Wealth Management (27K shares).
This table shows the top 30 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.