Q2 2023 13F Holders as of 6/30/2023
-
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
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2.8M
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Shares change
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+121K
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Total reported value, excl. options
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$119M
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Value change
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+$5.14M
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Number of buys
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37
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Number of sells
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-32
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Price
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$42.43
Significant Holders of WISDOMTREE TR - US S CAP QTY DIV (DGRS) as of Q2 2023
91 filings reported holding DGRS - WISDOMTREE TR - US S CAP QTY DIV as of Q2 2023.
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 2.8M shares
.
Largest 10 shareholders include Private Wealth Strategies, L.L.C. (509K shares), UBS Group AG (278K shares), LPL Financial LLC (262K shares), MORGAN STANLEY (197K shares), Linscomb & Williams, Inc. (172K shares), RAYMOND JAMES & ASSOCIATES (158K shares), OSAIC HOLDINGS, INC. (141K shares), BANK OF AMERICA CORP /DE/ (127K shares), COMMONWEALTH EQUITY SERVICES, LLC (124K shares), and LVM CAPITAL MANAGEMENT LTD/MI (91.8K 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.