Q4 2022 13F Holders as of 12/31/2022
-
Type / Class
-
Equity / US S CAP QTY DIV
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Number of holders
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79
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Total 13F shares, excl. options
-
2.47M
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Shares change
-
-279K
-
Total reported value, excl. options
-
$99.3M
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Value change
-
-$10.1M
-
Number of buys
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32
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Number of sells
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-30
-
Price
-
$40.21
Significant Holders of WISDOMTREE TR - US S CAP QTY DIV (DGRS) as of Q4 2022
85 filings reported holding DGRS - WISDOMTREE TR - US S CAP QTY DIV as of Q4 2022.
WISDOMTREE TR - US S CAP QTY DIV (DGRS) has 79 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2.47M shares
.
Largest 10 shareholders include Private Wealth Strategies, L.L.C. (490K shares), UBS Group AG (289K shares), Linscomb & Williams, Inc. (191K shares), BANK OF AMERICA CORP /DE/ (167K shares), LPL Financial LLC (167K shares), MORGAN STANLEY (158K shares), RAYMOND JAMES & ASSOCIATES (156K shares), COMMONWEALTH EQUITY SERVICES, LLC (114K shares), LVM CAPITAL MANAGEMENT LTD/MI (71.8K shares), and XML Financial, LLC (60K shares).
This table shows the top 79 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.