Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / INTL SMCAP DIV
-
Shares outstanding
-
12,752,282
-
Total 13F shares
-
6,543,827
-
Share change
-
-453,769
-
Total reported value
-
$426,562,641
-
Price per share
-
$65.21
-
Number of holders
-
198
-
Value change
-
-$28,914,398
-
Number of buys
-
74
-
Number of sells
-
103
Institutional Holders of WisdomTree Trust - INTL SMCAP DIV (DLS) as of Q1 2024
As of 31 Mar 2024,
WisdomTree Trust - INTL SMCAP DIV (DLS) was held by
198 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
6,543,827 shares.
The largest 10 holders included
Savant Capital, LLC, BANK OF AMERICA CORP /DE/, MORGAN STANLEY, Shakespeare Wealth Management, LLC, Freedom Investment Management, Inc., LRI Investments, LLC, Csenge Advisory Group, BIP Wealth, LLC, UBS Group AG, and RAYMOND JAMES & ASSOCIATES.
This page lists
198
institutional shareholders reporting positions in this security
for the Q1 2024 filing period.
| 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.