Q4 2023 13F Holders as of 12/31/2023
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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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96
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Total shares
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12.7M
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Shares change
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-197K
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Total reported value, excl. options
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$469M
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Value change
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-$6.68M
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Number of buys
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42
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Number of sells
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-50
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Price
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$36.99
Significant Holders of WISDOMTREE TR - GLB US QTLY DIV (DNL) as of Q4 2023
95 filings reported holding DNL - WISDOMTREE TR - GLB US QTLY DIV as of Q4 2023.
WISDOMTREE TR - GLB US QTLY DIV (DNL) has 96 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 12.7M shares
.
Largest 10 shareholders include MORGAN STANLEY (1.26M shares), BANK OF AMERICA CORP /DE/ (1.07M shares), WELLS FARGO & COMPANY/MN (873K shares), AMERIPRISE FINANCIAL INC (809K shares), UBS Group AG (766K shares), CWM, LLC (703K shares), Private Advisor Group, LLC (633K shares), ROYAL BANK OF CANADA (601K shares), LPL Financial LLC (576K shares), and Legacy Financial Advisors, Inc. (441K shares).
This table shows the top 96 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.