Q3 2023 13F Holders as of 9/30/2023
-
Type / Class
-
Equity / INTL SMCAP DIV
-
Number of holders
-
185
-
Total 13F shares, excl. options
-
6.97M
-
Shares change
-
-15K
-
Total reported value, excl. options
-
$401M
-
Value change
-
-$1.12M
-
Number of buys
-
73
-
Number of sells
-
-89
-
Price
-
$57.47
Significant Holders of WISDOMTREE TR - INTL SMCAP DIV (DLS) as of Q3 2023
203 filings reported holding DLS - WISDOMTREE TR - INTL SMCAP DIV as of Q3 2023.
WISDOMTREE TR - INTL SMCAP DIV (DLS) has 185 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 6.97M shares
.
Largest 10 shareholders include Savant Capital, LLC (929K shares), UBS Group AG (343K shares), BANK OF AMERICA CORP /DE/ (304K shares), 3D/L Capital Management, LLC (241K shares), SHAKESPEARE WEALTH MANAGEMENT, INC. (227K shares), M Holdings Securities, Inc. (209K shares), MAI Capital Management (208K shares), Csenge Advisory Group (201K shares), RAYMOND JAMES & ASSOCIATES (195K shares), and FLOW TRADERS U.S. LLC (191K shares).
This table shows the top 185 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.