Q3 2022 13F Holders as of 9/30/2022
-
Type / Class
-
Equity / INTL SMCAP DIV
-
Number of holders
-
180
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Total 13F shares, excl. options
-
8.23M
-
Shares change
-
+114K
-
Total reported value, excl. options
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$424M
-
Value change
-
+$4.82M
-
Number of buys
-
71
-
Number of sells
-
-96
-
Price
-
$51.44
Significant Holders of WISDOMTREE TR - INTL SMCAP DIV (DLS) as of Q3 2022
205 filings reported holding DLS - WISDOMTREE TR - INTL SMCAP DIV as of Q3 2022.
WISDOMTREE TR - INTL SMCAP DIV (DLS) has 180 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 8.23M shares
.
Largest 10 shareholders include Savant Capital, LLC (1.05M shares), BANK OF AMERICA CORP /DE/ (591K shares), Efficient Advisors, LLC (460K shares), UBS Group AG (417K shares), 3D/L Capital Management, LLC (272K shares), M Holdings Securities, Inc. (261K shares), MORGAN STANLEY (239K shares), ENVESTNET ASSET MANAGEMENT INC (226K shares), SHAKESPEARE WEALTH MANAGEMENT, INC. (197K shares), and Csenge Advisory Group (185K shares).
This table shows the top 180 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.