Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / INTL EQUITY FD
-
Total 13F shares
-
12,036
-
Share change
-
-785
-
Total reported value
-
$632,010
-
Price per share
-
$52.51
-
Number of holders
-
1
-
Value change
-
-$41,220
-
Number of sells
-
1
Institutional Holders of WISDOMTREE TR - INTL EQUITY FD (DWM) as of Q4 2023
As of 31 Dec 2023,
WISDOMTREE TR - INTL EQUITY FD (DWM) was held by
1 institutional
shareholder
that filed Form 13F with the SEC.
Together, they reported ownership of
12,036 shares.
The largest 10 holders included
MORGAN STANLEY, LPL Financial LLC, Octavia Wealth Advisors, LLC, SHAKESPEARE WEALTH MANAGEMENT, INC., M Holdings Securities, Inc., Legacy Financial Advisors, Inc., WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, BANK OF AMERICA CORP /DE/, WELLS FARGO & COMPANY/MN, and UBS Group AG.
This page lists
128
institutional shareholders reporting positions in this security
for the Q4 2023 filing period.
| 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.