Q3 2024 13F Holders as of 9/30/2024
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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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42
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Total 13F shares, excl. options
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3.7M
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Shares change
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-49K
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Total reported value, excl. options
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$103M
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Value change
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-$1.21M
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Number of buys
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17
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Number of sells
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-19
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Price
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$27.75
Significant Holders of WISDOMTREE TR - EM MKTS QTLY DIV (DGRE) as of Q3 2024
46 filings reported holding DGRE - WISDOMTREE TR - EM MKTS QTLY DIV as of Q3 2024.
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 3.7M shares
.
Largest 10 shareholders include One Capital Management, LLC (1.25M shares), LPL Financial LLC (510K shares), NewEdge Wealth, LLC (316K shares), Hobbs Group Advisors, LLC (286K shares), SimpliFi, Inc. (196K shares), Royal Bank of Canada (130K shares), Raymond James Financial Services Advisors, Inc. (122K shares), Astoria Portfolio Advisors LLC. (114K shares), Cetera Investment Advisers (112K shares), and Vermillion & White Wealth Management Group, LLC (103K 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.