Q4 2023 13F Holders as of 12/31/2023
-
Type / Class
-
Equity / EM MKTS QTLY DIV
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Number of holders
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42
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Total 13F shares, excl. options
-
3.37M
-
Shares change
-
+398K
-
Total reported value, excl. options
-
$82.8M
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Value change
-
+$9.89M
-
Number of buys
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21
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Number of sells
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-13
-
Price
-
$24.58
Significant Holders of WISDOMTREE TR - EM MKTS QTLY DIV (DGRE) as of Q4 2023
47 filings reported holding DGRE - WISDOMTREE TR - EM MKTS QTLY DIV as of Q4 2023.
WISDOMTREE TR - EM MKTS QTLY DIV (DGRE) has 42 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3.37M shares
.
Largest 10 shareholders include One Capital Management, LLC (1.31M shares), LPL Financial LLC (410K shares), NewEdge Wealth, LLC (303K shares), Astoria Portfolio Advisors LLC. (259K shares), Hobbs Group Advisors, LLC (240K shares), ROYAL BANK OF CANADA (122K shares), Raymond James Financial Services Advisors, Inc. (117K shares), Vermillion & White Wealth Management Group, LLC (102K shares), OLD MISSION CAPITAL LLC (60.9K shares), and Occidental Asset Management, LLC (50.5K shares).
This table shows the top 42 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.