Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / GLB US QTLY DIV
-
Total 13F shares
-
427,903
-
Share change
-
+1,137
-
Total reported value
-
$17,638,203
-
Price per share
-
$41.22
-
Number of holders
-
13
-
Value change
-
+$57,568
-
Number of buys
-
4
-
Number of sells
-
3
Institutional Holders of WISDOMTREE TR - GLB US QTLY DIV (DNL) as of Q4 2025
As of 31 Dec 2025,
WISDOMTREE TR - GLB US QTLY DIV (DNL) was held by
13 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
427,903 shares.
The largest 10 holders included
BIP Wealth, LLC, Breakwater Capital Group, Well Done, LLC, Stratos Wealth Partners, LTD., SENTINEL PENSION ADVISORS, LLC, Raab & Moskowitz Asset Management LLC, CHERRYDALE WEALTH MANAGEMENT, LLC, AdvisorNet Financial, Inc, FIRST COMMUNITY TRUST NA, and CoreCap Advisors, LLC.
This page lists
13
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| 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.