Q2 2022 13F Holders as of 6/30/2022
-
Type / Class
-
Equity / US S CAP QTY DIV
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Number of holders
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81
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Total 13F shares, excl. options
-
2.93M
-
Shares change
-
+166K
-
Total reported value, excl. options
-
$117M
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Value change
-
+$6.48M
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Number of buys
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36
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Number of sells
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-23
-
Price
-
$39.69
Significant Holders of WISDOMTREE TR - US S CAP QTY DIV (DGRS) as of Q2 2022
86 filings reported holding DGRS - WISDOMTREE TR - US S CAP QTY DIV as of Q2 2022.
WISDOMTREE TR - US S CAP QTY DIV (DGRS) has 81 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2.93M shares
.
Largest 10 shareholders include Private Wealth Strategies, L.L.C. (471K shares), MORGAN STANLEY (328K shares), UBS Group AG (295K shares), Venturi Wealth Management, LLC (234K shares), Linscomb & Williams, Inc. (199K shares), BANK OF AMERICA CORP /DE/ (174K shares), LPL Financial LLC (168K shares), RAYMOND JAMES & ASSOCIATES (153K shares), ADVISOR GROUP HOLDINGS, INC. (119K shares), and Allworth Financial LP (110K shares).
This table shows the top 81 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.