Q1 2025 13F Holders as of 3/31/2025
-
Type / Class
-
Equity / US S CAP QTY DIV
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Number of holders
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119
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Total 13F shares, excl. options
-
4.82M
-
Shares change
-
-910K
-
Total reported value, excl. options
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$224M
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Value change
-
-$46.3M
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Number of buys
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58
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Number of sells
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-59
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Price
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$46.50
Significant Holders of WISDOMTREE TR - US S CAP QTY DIV (DGRS) as of Q1 2025
137 filings reported holding DGRS - WISDOMTREE TR - US S CAP QTY DIV as of Q1 2025.
WISDOMTREE TR - US S CAP QTY DIV (DGRS) has 119 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4.82M shares
.
Largest 10 shareholders include LPL Financial LLC (591K shares), MORGAN STANLEY (464K shares), BANK OF AMERICA CORP /DE/ (388K shares), RAYMOND JAMES FINANCIAL INC (355K shares), UBS Group AG (329K shares), Lido Advisors, LLC (268K shares), Stonebridge Financial Group, LLC (234K shares), LVM CAPITAL MANAGEMENT LTD/MI (136K shares), Linscomb Wealth, Inc. (128K shares), and COMMONWEALTH EQUITY SERVICES, LLC (111K shares).
This table shows the top 119 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.