Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / US S CAP QTY DIV
-
Total 13F shares
-
4,816,848
-
Share change
-
-909,530
-
Total reported value
-
$223,978,476
-
Price per share
-
$46.50
-
Number of holders
-
119
-
Value change
-
-$46,290,038
-
Number of buys
-
58
-
Number of sells
-
59
Institutional Holders of WISDOMTREE TR - US S CAP QTY DIV (DGRS) as of Q1 2025
As of 31 Mar 2025,
WISDOMTREE TR - US S CAP QTY DIV (DGRS) was held by
119 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
4,816,848 shares.
The largest 10 holders included
LPL Financial LLC, MORGAN STANLEY, BANK OF AMERICA CORP /DE/, RAYMOND JAMES FINANCIAL INC, UBS Group AG, Lido Advisors, LLC, Stonebridge Financial Group, LLC, LVM CAPITAL MANAGEMENT LTD/MI, Linscomb Wealth, Inc., and COMMONWEALTH EQUITY SERVICES, LLC.
This page lists
120
institutional shareholders reporting positions in this security
for the Q1 2025 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.