Q1 2023 13F Holders as of 31 Mar 2023
-
Type / Class
-
Equity / US S CAP QTY DIV
-
Total 13F shares
-
2,666,091
-
Share change
-
+77,298
-
Total reported value
-
$110,810,642
-
Price per share
-
$41.57
-
Number of holders
-
82
-
Value change
-
+$3,227,382
-
Number of buys
-
37
-
Number of sells
-
25
Institutional Holders of WISDOMTREE TR - US S CAP QTY DIV (DGRS) as of Q1 2023
As of 31 Mar 2023,
WISDOMTREE TR - US S CAP QTY DIV (DGRS) was held by
82 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,666,091 shares.
The largest 10 holders included
Private Wealth Strategies, L.L.C., UBS Group AG, LPL Financial LLC, Linscomb & Williams, Inc., MORGAN STANLEY, RAYMOND JAMES & ASSOCIATES, ADVISOR GROUP HOLDINGS, INC., BANK OF AMERICA CORP /DE/, COMMONWEALTH EQUITY SERVICES, LLC, and LVM CAPITAL MANAGEMENT LTD/MI.
This page lists
84
institutional shareholders reporting positions in this security
for the Q1 2023 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.