Q3 2025 13F Holders as of 30 Sep 2025
-
Type / Class
-
Equity / US S CAP QTY DIV
-
Total 13F shares
-
4,634,697
-
Share change
-
-73,331
-
Total reported value
-
$231,647,615
-
Price per share
-
$49.98
-
Number of holders
-
124
-
Value change
-
-$3,583,439
-
Number of buys
-
49
-
Number of sells
-
57
Institutional Holders of WISDOMTREE TR - US S CAP QTY DIV (DGRS) as of Q3 2025
As of 30 Sep 2025 WISDOMTREE TR - US S CAP QTY DIV (DGRS) had 124 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 4,634,697 shares of stock of the company.
Largest 10 holders included LPL Financial LLC, MORGAN STANLEY, RAYMOND JAMES FINANCIAL INC, BANK OF AMERICA CORP /DE/, Stonebridge Financial Group, LLC, Lido Advisors, LLC, LVM CAPITAL MANAGEMENT LTD/MI, Linscomb Wealth, Inc., COMMONWEALTH EQUITY SERVICES, LLC, and United Advisor Group, LLC.
This table shows 124 institutional shareholders of the security as of 30 Sep 2025.
| 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.