WISDOMTREE TR - INTL EQUITY FD (DWM)

Q2 2023 13F Holders as of 30 Jun 2023

Type / Class
Equity / INTL EQUITY FD
Total 13F shares
7,398,293
Share change
+223,360
Total reported value
$370,125,500
Price per share
$50.03
Number of holders
130
Value change
+$11,189,310
Number of buys
59
Number of sells
51

Institutional Holders of WISDOMTREE TR - INTL EQUITY FD (DWM) as of Q2 2023

As of 30 Jun 2023 WISDOMTREE TR - INTL EQUITY FD (DWM) had 130 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC). These institutions held a total of 7,398,293 shares of stock of the company.
Largest 10 holders included MORGAN STANLEY, LPL Financial LLC, Octavia Wealth Advisors, LLC, SHAKESPEARE WEALTH MANAGEMENT, INC., M Holdings Securities, Inc., BANK OF AMERICA CORP /DE/, Legacy Financial Advisors, Inc., WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, WELLS FARGO & COMPANY/MN, and UBS Group AG.
This table shows 130 institutional shareholders of the security as of 30 Jun 2023.
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.