Q3 2022 13F Holders as of 9/30/2022
-
Type / Class
-
Equity / INTL EQUITY FD
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Number of holders
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117
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Total 13F shares, excl. options
-
7.87M
-
Shares change
-
+715K
-
Total reported value, excl. options
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$316M
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Value change
-
+$28.2M
-
Number of buys
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47
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Number of sells
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-63
-
Price
-
$40.15
Significant Holders of WISDOMTREE TR - INTL EQUITY FD (DWM) as of Q3 2022
138 filings reported holding DWM - WISDOMTREE TR - INTL EQUITY FD as of Q3 2022.
WISDOMTREE TR - INTL EQUITY FD (DWM) has 117 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 7.87M shares
.
Largest 10 shareholders include HBK Sorce Advisory LLC (1.48M shares), MORGAN STANLEY (1.18M shares), LPL Financial LLC (437K shares), M Holdings Securities, Inc. (380K shares), SHAKESPEARE WEALTH MANAGEMENT, INC. (378K shares), BANK OF AMERICA CORP /DE/ (325K shares), Octavia Wealth Advisors, LLC (312K shares), UBS Group AG (298K shares), WELLS FARGO & COMPANY/MN (223K shares), and Tobias Financial Advisors, Inc. (183K shares).
This table shows the top 117 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.