Q1 2024 13F Holders as of 3/31/2024
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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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104
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Total shares
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12.3M
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Shares change
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-366K
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Total reported value, excl. options
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$478M
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Value change
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-$14M
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Number of buys
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45
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Number of sells
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-40
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Price
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$38.89
Significant Holders of WISDOMTREE TR - GLB US QTLY DIV (DNL) as of Q1 2024
99 filings reported holding DNL - WISDOMTREE TR - GLB US QTLY DIV as of Q1 2024.
WISDOMTREE TR - GLB US QTLY DIV (DNL) has 104 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 12.3M shares
.
Largest 10 shareholders include MORGAN STANLEY (1.05M shares), BANK OF AMERICA CORP /DE/ (887K shares), UBS Group AG (859K shares), AMERIPRISE FINANCIAL INC (778K shares), CWM, LLC (765K shares), WELLS FARGO & COMPANY/MN (719K shares), Private Advisor Group, LLC (656K shares), LPL Financial LLC (593K shares), Royal Bank of Canada (542K shares), and Legacy Financial Advisors, Inc. (499K shares).
This table shows the top 104 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.