Q3 2023 13F Holders as of 30 Sep 2023
-
Type / Class
-
Equity / INTL SMCAP DIV
-
Shares outstanding
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12,752,282
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Number of holders
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187
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Total 13F shares, excl. options
-
7,275,750
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Shares change
-
-403
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Total reported value, excl. options
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$418,345,919
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Value change
-
-$278,307
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Number of buys
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76
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Number of sells
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-88
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Price
-
$57.47
Significant Holders of WisdomTree Trust - INTL SMCAP DIV (DLS) as of Q3 2023
204 filings reported holding DLS - WisdomTree Trust - INTL SMCAP DIV as of Q3 2023.
WisdomTree Trust - INTL SMCAP DIV (DLS) has 187 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 7,275,750 shares
of 12,752,282 outstanding shares and own 57% of the company stock.
Largest 10 shareholders include Savant Capital, LLC (928,974 shares), UBS Group AG (343,339 shares), BANK OF AMERICA CORP /DE/ (303,824 shares), MORGAN STANLEY (297,158 shares), 3D/L Capital Management, LLC (240,789 shares), SHAKESPEARE WEALTH MANAGEMENT, INC. (227,049 shares), M Holdings Securities, Inc. (209,083 shares), MAI Capital Management (208,123 shares), Csenge Advisory Group (201,139 shares), and RAYMOND JAMES & ASSOCIATES (195,139 shares).
This table shows the top 187 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.