Q1 2023 13F Holders as of 31 Mar 2023
-
Type / Class
-
Equity / INTL LRGCAP DV
-
Number of holders
-
79
-
Total 13F shares, excl. options
-
8.49M
-
Shares change
-
+77.8K
-
Total reported value, excl. options
-
$396M
-
Value change
-
+$3.68M
-
Number of buys
-
36
-
Number of sells
-
-28
-
Price
-
$46.70
Significant Holders of WISDOMTREE TR - INTL LRGCAP DV (DOL) as of Q1 2023
85 filings reported holding DOL - WISDOMTREE TR - INTL LRGCAP DV as of Q1 2023.
WISDOMTREE TR - INTL LRGCAP DV (DOL) has 79 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 8.49M shares
.
Largest 10 shareholders include Creative Planning (2.89M shares), HUNTINGTON NATIONAL BANK (1.82M shares), ENVESTNET ASSET MANAGEMENT INC (553K shares), MORGAN STANLEY (398K shares), FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. (360K shares), Key Financial Inc (257K shares), Royal Bank of Canada (224K shares), Avidian Wealth Solutions, LLC (219K shares), BIP Wealth, LLC (183K shares), and BANK OF AMERICA CORP /DE/ (179K shares).
This table shows the top 79 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.