Q1 2023 13F Holders as of 3/31/2023
-
Type / Class
-
Equity / INTL SMCAP DIV
-
Number of holders
-
195
-
Total 13F shares, excl. options
-
8.28M
-
Shares change
-
-265K
-
Total reported value, excl. options
-
$505M
-
Value change
-
-$15.8M
-
Number of buys
-
90
-
Number of sells
-
-77
-
Price
-
$60.94
Significant Holders of WISDOMTREE TR - INTL SMCAP DIV (DLS) as of Q1 2023
207 filings reported holding DLS - WISDOMTREE TR - INTL SMCAP DIV as of Q1 2023.
WISDOMTREE TR - INTL SMCAP DIV (DLS) has 195 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 8.28M shares
.
Largest 10 shareholders include Savant Capital, LLC (987K shares), Efficient Advisors, LLC (428K shares), UBS Group AG (352K shares), BANK OF AMERICA CORP /DE/ (320K shares), MORGAN STANLEY (287K shares), ENVESTNET ASSET MANAGEMENT INC (275K shares), 3D/L Capital Management, LLC (262K shares), FLOW TRADERS U.S. LLC (252K shares), M Holdings Securities, Inc. (214K shares), and SHAKESPEARE WEALTH MANAGEMENT, INC. (211K shares).
This table shows the top 195 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.