Q3 2023 13F Holders as of 30 Sep 2023
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Type / Class
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Equity / INTL LRGCAP DV
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Number of holders
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87
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Total 13F shares, excl. options
-
8.66M
-
Shares change
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+20.8K
-
Total reported value, excl. options
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$395M
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Value change
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+$771K
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Number of buys
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39
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Number of sells
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-37
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Price
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$45.62
Significant Holders of WISDOMTREE TR - INTL LRGCAP DV (DOL) as of Q3 2023
97 filings reported holding DOL - WISDOMTREE TR - INTL LRGCAP DV as of Q3 2023.
WISDOMTREE TR - INTL LRGCAP DV (DOL) has 87 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 8.66M shares
.
Largest 10 shareholders include Creative Planning (2.93M shares), HUNTINGTON NATIONAL BANK (1.63M shares), MORGAN STANLEY (462K shares), ENVESTNET ASSET MANAGEMENT INC (381K shares), J.P. Morgan Private Wealth Advisors LLC (362K shares), Key Financial Inc (262K shares), Royal Bank of Canada (234K shares), BIP Wealth, LLC (200K shares), BANK OF AMERICA CORP /DE/ (188K shares), and LPL Financial LLC (152K shares).
This table shows the top 87 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.