Q3 2023 13F Holders as of 9/30/2023
-
Type / Class
-
Equity / US S CAP QTY DIV
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Number of holders
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83
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Total 13F shares, excl. options
-
3.6M
-
Shares change
-
+647K
-
Total reported value, excl. options
-
$148M
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Value change
-
+$26.6M
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Number of buys
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32
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Number of sells
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-33
-
Price
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$41.19
Significant Holders of WISDOMTREE TR - US S CAP QTY DIV (DGRS) as of Q3 2023
89 filings reported holding DGRS - WISDOMTREE TR - US S CAP QTY DIV as of Q3 2023.
WISDOMTREE TR - US S CAP QTY DIV (DGRS) has 83 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3.6M shares
.
Largest 10 shareholders include Private Wealth Strategies, L.L.C. (516K shares), Hennion & Walsh Asset Management, Inc. (474K shares), LPL Financial LLC (308K shares), UBS Group AG (277K shares), MORGAN STANLEY (252K shares), RAYMOND JAMES & ASSOCIATES (161K shares), COMMONWEALTH EQUITY SERVICES, LLC (156K shares), Linscomb & Williams, Inc. (156K shares), Team Financial Group, LLC (153K shares), and BANK OF AMERICA CORP /DE/ (123K shares).
This table shows the top 83 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.