Q2 2023 13F Holders as of 6/30/2023
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Type / Class
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Equity / GLB US QTLY DIV
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Number of holders
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95
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Total shares
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12.4M
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Shares change
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+1.36M
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Total reported value, excl. options
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$443M
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Value change
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+$48.7M
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Number of buys
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61
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Number of sells
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-27
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Price
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$35.82
Significant Holders of WISDOMTREE TR - GLB US QTLY DIV (DNL) as of Q2 2023
94 filings reported holding DNL - WISDOMTREE TR - GLB US QTLY DIV as of Q2 2023.
WISDOMTREE TR - GLB US QTLY DIV (DNL) has 95 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 12.4M shares
.
Largest 10 shareholders include MORGAN STANLEY (1.32M shares), BANK OF AMERICA CORP /DE/ (1.32M shares), Royal Bank of Canada (766K shares), AMERIPRISE FINANCIAL INC (736K shares), WELLS FARGO & COMPANY/MN (724K shares), UBS Group AG (599K shares), Private Advisor Group, LLC (590K shares), LPL Financial LLC (538K shares), CWM, LLC (487K shares), and Legacy Financial Advisors, Inc. (420K shares).
This table shows the top 95 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
* 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.