Q4 2024 13F Holders as of 12/31/2024
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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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128
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Total 13F shares, excl. options
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5.77M
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Shares change
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+1.25M
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Total reported value, excl. options
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$296M
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Value change
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+$64.1M
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Number of buys
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67
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Number of sells
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-31
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Price
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$51.23
Significant Holders of WISDOMTREE TR - US S CAP QTY DIV (DGRS) as of Q4 2024
137 filings reported holding DGRS - WISDOMTREE TR - US S CAP QTY DIV as of Q4 2024.
WISDOMTREE TR - US S CAP QTY DIV (DGRS) has 128 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 5.77M shares
.
Largest 10 shareholders include LPL Financial LLC (579K shares), Hennion & Walsh Asset Management, Inc. (496K shares), MORGAN STANLEY (481K shares), Lido Advisors, LLC (480K shares), UBS Group AG (325K shares), RAYMOND JAMES FINANCIAL INC (317K shares), BANK OF AMERICA CORP /DE/ (300K shares), Venturi Wealth Management, LLC (264K shares), Stonebridge Financial Group, LLC (184K shares), and Independent Advisor Alliance (141K shares).
This table shows the top 128 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.