Q3 2024 13F Holders as of 9/30/2024
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Type / Class
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Equity / US S CAP QTY DIV
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Number of holders
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108
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Total 13F shares, excl. options
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4.32M
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Shares change
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+206K
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Total reported value, excl. options
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$222M
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Value change
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+$11M
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Put/Call ratio
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30
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Number of buys
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53
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Number of sells
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-39
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Price
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$51.53
Significant Holders of WISDOMTREE TR - US S CAP QTY DIV (DGRS) as of Q3 2024
118 filings reported holding DGRS - WISDOMTREE TR - US S CAP QTY DIV as of Q3 2024.
WISDOMTREE TR - US S CAP QTY DIV (DGRS) has 108 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4.32M shares
.
Largest 10 shareholders include LPL Financial LLC (502K shares), Hennion & Walsh Asset Management, Inc. (487K shares), MORGAN STANLEY (412K shares), UBS Group AG (320K shares), Venturi Wealth Management, LLC (251K shares), RAYMOND JAMES & ASSOCIATES (210K shares), Raymond James Financial Services Advisors, Inc. (158K shares), Linscomb Wealth, Inc. (137K shares), LVM CAPITAL MANAGEMENT LTD/MI (128K shares), and BANK OF AMERICA CORP /DE/ (117K shares).
This table shows the top 108 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.