Q4 2023 13F Holders as of 31 Dec 2023
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Type / Class
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Equity / US S CAP QTY DIV
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Total 13F shares
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17,866
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Share change
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0
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Total reported value
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$847,575
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Price per share
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$47.44
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Number of holders
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1
Institutional Holders of WISDOMTREE TR - US S CAP QTY DIV (DGRS) as of Q4 2023
As of 31 Dec 2023 WISDOMTREE TR - US S CAP QTY DIV (DGRS) had 1 institutional shareholder that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 17,866 shares of stock of the company.
Largest 10 holders included Private Wealth Strategies, L.L.C., Hennion & Walsh Asset Management, Inc., UBS Group AG, MORGAN STANLEY, LPL Financial LLC, Venturi Wealth Management, LLC, Team Financial Group, LLC, COMMONWEALTH EQUITY SERVICES, LLC, Linscomb & Williams, Inc., and RAYMOND JAMES & ASSOCIATES.
This table shows 90 institutional shareholders of the security as of 31 Dec 2023.
| 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.