Q4 2023 13F Holders as of 12/31/2023
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Type / Class
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Equity / INTL SMCAP DIV
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Number of holders
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4
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Total 13F shares, excl. options
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15.5K
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Shares change
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+161
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Total reported value, excl. options
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$991K
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Value change
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+$10.3K
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Number of buys
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2
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Price
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$63.84
Significant Holders of WISDOMTREE TR - INTL SMCAP DIV (DLS) as of Q4 2023
4 filings reported holding DLS - WISDOMTREE TR - INTL SMCAP DIV as of Q4 2023.
WISDOMTREE TR - INTL SMCAP DIV (DLS) has 4 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 15.5K shares
.
Largest 10 shareholders include Savant Capital, LLC (902K shares), MORGAN STANLEY (255K shares), SHAKESPEARE WEALTH MANAGEMENT, INC. (240K shares), BANK OF AMERICA CORP /DE/ (236K shares), Freedom Investment Management, Inc. (234K shares), M Holdings Securities, Inc. (204K shares), Csenge Advisory Group (203K shares), UBS Group AG (189K shares), RAYMOND JAMES & ASSOCIATES (185K shares), and MAI Capital Management (169K shares).
This table shows the top 4 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.