Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / INTL SMCAP DIV
-
Shares outstanding
-
12,752,282
-
Number of holders
-
206
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Total 13F shares, excl. options
-
6,806,399
-
Shares change
-
-600,252
-
Total reported value, excl. options
-
$434,289,145
-
Value change
-
-$36,445,227
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Number of buys
-
66
-
Number of sells
-
-99
-
Price
-
$63.85
Significant Holders of WisdomTree Trust - INTL SMCAP DIV (DLS) as of Q4 2023
220 filings reported holding DLS - WisdomTree Trust - INTL SMCAP DIV as of Q4 2023.
WisdomTree Trust - INTL SMCAP DIV (DLS) has 206 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 6,806,399 shares
of 12,752,282 outstanding shares and own 53% of the company stock.
Largest 10 shareholders include Savant Capital, LLC (901,822 shares), MORGAN STANLEY (254,627 shares), SHAKESPEARE WEALTH MANAGEMENT, INC. (239,544 shares), BANK OF AMERICA CORP /DE/ (235,765 shares), Freedom Investment Management, Inc. (233,828 shares), M Holdings Securities, Inc. (204,438 shares), Csenge Advisory Group (203,476 shares), UBS Group AG (188,573 shares), RAYMOND JAMES & ASSOCIATES (185,304 shares), and MAI Capital Management (169,397 shares).
This table shows the top 206 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.