Q2 2023 13F Holders as of 6/30/2023
-
Type / Class
-
Equity / INTL EQUITY FD
-
Number of holders
-
129
-
Total 13F shares, excl. options
-
7.38M
-
Shares change
-
+223K
-
Total reported value, excl. options
-
$369M
-
Value change
-
+$11.2M
-
Number of buys
-
59
-
Number of sells
-
-50
-
Price
-
$50.03
Significant Holders of WISDOMTREE TR - INTL EQUITY FD (DWM) as of Q2 2023
138 filings reported holding DWM - WISDOMTREE TR - INTL EQUITY FD as of Q2 2023.
WISDOMTREE TR - INTL EQUITY FD (DWM) has 129 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 7.38M shares
.
Largest 10 shareholders include MORGAN STANLEY (1.13M shares), LPL Financial LLC (715K shares), Octavia Wealth Advisors, LLC (444K shares), SHAKESPEARE WEALTH MANAGEMENT, INC. (396K shares), M Holdings Securities, Inc. (344K shares), BANK OF AMERICA CORP /DE/ (307K shares), Legacy Financial Advisors, Inc. (293K shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (271K shares), WELLS FARGO & COMPANY/MN (261K shares), and UBS Group AG (253K shares).
This table shows the top 129 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.