Q2 2024 13F Holders as of 6/30/2024
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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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92
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Total 13F shares, excl. options
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7.8M
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Shares change
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+109K
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Total reported value, excl. options
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$396M
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Value change
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+$5.46M
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Number of buys
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43
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Number of sells
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-36
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Price
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$50.72
Significant Holders of WISDOMTREE TR - INTL LRGCAP DV (DOL) as of Q2 2024
99 filings reported holding DOL - WISDOMTREE TR - INTL LRGCAP DV as of Q2 2024.
WISDOMTREE TR - INTL LRGCAP DV (DOL) has 92 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 7.8M shares
.
Largest 10 shareholders include Creative Planning (2.8M shares), HUNTINGTON NATIONAL BANK (848K shares), MORGAN STANLEY (531K shares), JPMORGAN CHASE & CO (361K shares), Key Financial Inc (280K shares), Royal Bank of Canada (273K shares), BIP Wealth, LLC (236K shares), Cascade Financial Partners, LLC (205K shares), LPL Financial LLC (195K shares), and BANK OF AMERICA CORP /DE/ (191K shares).
This table shows the top 92 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.