Q4 2022 13F Holders as of 12/31/2022
-
Type / Class
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Equity / INTL SMCAP DIV
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Number of holders
-
191
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Total 13F shares, excl. options
-
8.33M
-
Shares change
-
-63.3K
-
Total reported value, excl. options
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$483M
-
Value change
-
-$3.19M
-
Number of buys
-
80
-
Number of sells
-
-91
-
Price
-
$57.96
Significant Holders of WISDOMTREE TR - INTL SMCAP DIV (DLS) as of Q4 2022
214 filings reported holding DLS - WISDOMTREE TR - INTL SMCAP DIV as of Q4 2022.
WISDOMTREE TR - INTL SMCAP DIV (DLS) has 191 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 8.33M shares
.
Largest 10 shareholders include Savant Capital, LLC (1.01M shares), BANK OF AMERICA CORP /DE/ (580K shares), Efficient Advisors, LLC (441K shares), UBS Group AG (359K shares), MORGAN STANLEY (279K shares), 3D/L Capital Management, LLC (273K shares), ENVESTNET ASSET MANAGEMENT INC (254K shares), M Holdings Securities, Inc. (213K shares), SHAKESPEARE WEALTH MANAGEMENT, INC. (209K shares), and Royal Bank of Canada (193K shares).
This table shows the top 191 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.