Q1 2024 13F Holders as of 3/31/2024
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Type / Class
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Equity / EM MKTS QTLY DIV
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Number of holders
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40
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Total 13F shares, excl. options
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3.52M
-
Shares change
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+400K
-
Total reported value, excl. options
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$90.3M
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Value change
-
+$10.4M
-
Number of buys
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23
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Number of sells
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-14
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Price
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$25.70
Significant Holders of WISDOMTREE TR - EM MKTS QTLY DIV (DGRE) as of Q1 2024
46 filings reported holding DGRE - WISDOMTREE TR - EM MKTS QTLY DIV as of Q1 2024.
WISDOMTREE TR - EM MKTS QTLY DIV (DGRE) has 40 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3.52M shares
.
Largest 10 shareholders include One Capital Management, LLC (1.35M shares), LPL Financial LLC (428K shares), NewEdge Wealth, LLC (325K shares), Astoria Portfolio Advisors LLC. (253K shares), SimpliFi, Inc. (198K shares), JANE STREET GROUP, LLC (161K shares), Royal Bank of Canada (127K shares), Raymond James Financial Services Advisors, Inc. (113K shares), Vermillion & White Wealth Management Group, LLC (103K shares), and OLD MISSION CAPITAL LLC (55.2K shares).
This table shows the top 40 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.