Q1 2024 13F Holders as of 3/31/2024
-
Type / Class
-
Equity / US S CAP QTY DIV
-
Number of holders
-
96
-
Total 13F shares, excl. options
-
4.07M
-
Shares change
-
+105K
-
Total reported value, excl. options
-
$202M
-
Value change
-
+$5.4M
-
Number of buys
-
41
-
Number of sells
-
-38
-
Price
-
$49.64
Significant Holders of WISDOMTREE TR - US S CAP QTY DIV (DGRS) as of Q1 2024
104 filings reported holding DGRS - WISDOMTREE TR - US S CAP QTY DIV as of Q1 2024.
WISDOMTREE TR - US S CAP QTY DIV (DGRS) has 96 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4.07M shares
.
Largest 10 shareholders include Private Wealth Strategies, L.L.C. (535K shares), Hennion & Walsh Asset Management, Inc. (467K shares), MORGAN STANLEY (411K shares), UBS Group AG (285K shares), LPL Financial LLC (278K shares), Venturi Wealth Management, LLC (229K shares), Linscomb Wealth, Inc. (145K shares), RAYMOND JAMES & ASSOCIATES (143K shares), Team Financial Group, LLC (138K shares), and COMMONWEALTH EQUITY SERVICES, LLC (129K shares).
This table shows the top 96 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.