Q1 2024 13F Holders as of 3/31/2024
-
Type / Class
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Equity / INTL SMCAP DIV
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Number of holders
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198
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Total 13F shares, excl. options
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6.54M
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Shares change
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-454K
-
Total reported value, excl. options
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$427M
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Value change
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-$28.9M
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Number of buys
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74
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Number of sells
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-103
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Price
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$65.21
Significant Holders of WISDOMTREE TR - INTL SMCAP DIV (DLS) as of Q1 2024
216 filings reported holding DLS - WISDOMTREE TR - INTL SMCAP DIV as of Q1 2024.
WISDOMTREE TR - INTL SMCAP DIV (DLS) has 198 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 6.54M shares
.
Largest 10 shareholders include Savant Capital, LLC (881K shares), BANK OF AMERICA CORP /DE/ (413K shares), MORGAN STANLEY (286K shares), Shakespeare Wealth Management, LLC (249K shares), Freedom Investment Management, Inc. (225K shares), LRI Investments, LLC (207K shares), Csenge Advisory Group (201K shares), BIP Wealth, LLC (187K shares), UBS Group AG (186K shares), and RAYMOND JAMES & ASSOCIATES (184K shares).
This table shows the top 198 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.