Q4 2023 13F Holders as of 12/31/2023
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Type / Class
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Equity / Exchange-Traded Fund
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Shares outstanding
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183M
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Number of holders
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6
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Total 13F shares, excl. options
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282K
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Shares change
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+252K
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Total reported value, excl. options
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$19.8M
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Value change
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+$17.7M
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Number of buys
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3
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Number of sells
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-2
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Price
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$70.28
Significant Holders of WisdomTree U.S. Quality Dividend Growth Fund - Exchange-Traded Fund (DGRW) as of Q4 2023
7 filings reported holding DGRW - WisdomTree U.S. Quality Dividend Growth Fund - Exchange-Traded Fund as of Q4 2023.
WisdomTree U.S. Quality Dividend Growth Fund - Exchange-Traded Fund (DGRW) has 6 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 282K shares
of 183M outstanding shares and own 0.15% of the company stock.
Largest 10 shareholders include PNC FINANCIAL SERVICES GROUP, INC. (17.6M shares), BANK OF AMERICA CORP /DE/ (10.7M shares), LPL Financial LLC (8.38M shares), Hamilton Capital, LLC (7.17M shares), MORGAN STANLEY (6.84M shares), AMERIPRISE FINANCIAL INC (5.07M shares), Raymond James Financial Services Advisors, Inc. (3.68M shares), HighTower Advisors, LLC (2.44M shares), UBS Group AG (2.36M shares), and Private Advisor Group, LLC (1.6M shares).
This table shows the top 6 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.