Q1 2022 13F Holders as of 3/31/2022
-
Type / Class
-
Equity / US S CAP QTY DIV
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Number of holders
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72
-
Total 13F shares, excl. options
-
2.73M
-
Shares change
-
+363K
-
Total reported value, excl. options
-
$122M
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Value change
-
+$16.2M
-
Number of buys
-
37
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Number of sells
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-16
-
Price
-
$44.62
Significant Holders of WISDOMTREE TR - US S CAP QTY DIV (DGRS) as of Q1 2022
76 filings reported holding DGRS - WISDOMTREE TR - US S CAP QTY DIV as of Q1 2022.
WISDOMTREE TR - US S CAP QTY DIV (DGRS) has 72 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2.73M shares
.
Largest 10 shareholders include Private Wealth Strategies, L.L.C. (461K shares), UBS Group AG (421K shares), MORGAN STANLEY (297K shares), Venturi Wealth Management, LLC (233K shares), Linscomb & Williams, Inc. (217K shares), BANK OF AMERICA CORP /DE/ (169K shares), RAYMOND JAMES & ASSOCIATES (157K shares), LPL Financial LLC (154K shares), Adams Chetwood Wealth Management LLC (103K shares), and COMMONWEALTH EQUITY SERVICES, LLC (81.2K shares).
This table shows the top 72 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.