Q3 2023 13F Holders as of 9/30/2023
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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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98
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Total shares
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12.9M
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Shares change
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+521K
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Total reported value, excl. options
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$433M
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Value change
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+$17.3M
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Number of buys
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50
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Number of sells
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-37
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Price
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$33.45
Significant Holders of WISDOMTREE TR - GLB US QTLY DIV (DNL) as of Q3 2023
98 filings reported holding DNL - WISDOMTREE TR - GLB US QTLY DIV as of Q3 2023.
WISDOMTREE TR - GLB US QTLY DIV (DNL) has 98 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 12.9M shares
.
Largest 10 shareholders include MORGAN STANLEY (1.25M shares), BANK OF AMERICA CORP /DE/ (1.14M shares), UBS Group AG (817K shares), WELLS FARGO & COMPANY/MN (761K shares), AMERIPRISE FINANCIAL INC (757K shares), Royal Bank of Canada (736K shares), Private Advisor Group, LLC (624K shares), LPL Financial LLC (593K shares), CWM, LLC (578K shares), and Legacy Financial Advisors, Inc. (443K shares).
This table shows the top 98 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.