Q3 2022 13F Holders as of 9/30/2022
-
Type / Class
-
Equity / US S CAP QTY DIV
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Number of holders
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77
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Total 13F shares, excl. options
-
2.78M
-
Shares change
-
-148K
-
Total reported value, excl. options
-
$100M
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Value change
-
-$5.58M
-
Number of buys
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34
-
Number of sells
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-25
-
Price
-
$35.95
Significant Holders of WISDOMTREE TR - US S CAP QTY DIV (DGRS) as of Q3 2022
87 filings reported holding DGRS - WISDOMTREE TR - US S CAP QTY DIV as of Q3 2022.
WISDOMTREE TR - US S CAP QTY DIV (DGRS) has 77 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2.78M shares
.
Largest 10 shareholders include Private Wealth Strategies, L.L.C. (476K shares), UBS Group AG (288K shares), Venturi Wealth Management, LLC (242K shares), MORGAN STANLEY (231K shares), Linscomb & Williams, Inc. (196K shares), BANK OF AMERICA CORP /DE/ (179K shares), LPL Financial LLC (174K shares), RAYMOND JAMES & ASSOCIATES (157K shares), COMMONWEALTH EQUITY SERVICES, LLC (103K shares), and Allworth Financial LP (92.1K shares).
This table shows the top 77 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.