Q2 2023 13F Holders as of 6/30/2023
-
Type / Class
-
Equity / INTL LRGCAP DV
-
Number of holders
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83
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Total 13F shares, excl. options
-
8.63M
-
Shares change
-
+128K
-
Total reported value, excl. options
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$407M
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Value change
-
+$6.09M
-
Number of buys
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41
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Number of sells
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-33
-
Price
-
$47.17
Significant Holders of WISDOMTREE TR - INTL LRGCAP DV (DOL) as of Q2 2023
90 filings reported holding DOL - WISDOMTREE TR - INTL LRGCAP DV as of Q2 2023.
WISDOMTREE TR - INTL LRGCAP DV (DOL) has 83 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 8.63M shares
.
Largest 10 shareholders include Creative Planning (3.06M shares), HUNTINGTON NATIONAL BANK (1.75M shares), MORGAN STANLEY (444K shares), ENVESTNET ASSET MANAGEMENT INC (414K shares), FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. (364K shares), Key Financial Inc (257K shares), Royal Bank of Canada (221K shares), BANK OF AMERICA CORP /DE/ (212K shares), BIP Wealth, LLC (205K shares), and Avidian Wealth Solutions, LLC (160K shares).
This table shows the top 83 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.