Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / US S CAP QTY DIV
-
Total 13F shares
-
4,074,667
-
Share change
-
+104,673
-
Total reported value
-
$202,152,806
-
Price per share
-
$49.64
-
Number of holders
-
96
-
Value change
-
+$5,404,655
-
Number of buys
-
41
-
Number of sells
-
38
Institutional Holders of WISDOMTREE TR - US S CAP QTY DIV (DGRS) as of Q1 2024
As of 31 Mar 2024,
WISDOMTREE TR - US S CAP QTY DIV (DGRS) was held by
96 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
4,074,667 shares.
The largest 10 holders included
Private Wealth Strategies, L.L.C., Hennion & Walsh Asset Management, Inc., MORGAN STANLEY, UBS Group AG, LPL Financial LLC, Venturi Wealth Management, LLC, Linscomb Wealth, Inc., RAYMOND JAMES & ASSOCIATES, Team Financial Group, LLC, and COMMONWEALTH EQUITY SERVICES, LLC.
This page lists
96
institutional shareholders reporting positions in this security
for the Q1 2024 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.