Q3 2024 13F Holders as of 9/30/2024
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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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111
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Total shares
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12M
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Shares change
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-310K
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Total reported value, excl. options
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$473M
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Value change
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-$12.2M
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Number of buys
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63
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Number of sells
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-36
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Price
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$39.40
Significant Holders of WISDOMTREE TR - GLB US QTLY DIV (DNL) as of Q3 2024
filings reported holding DNL - WISDOMTREE TR - GLB US QTLY DIV as of Q3 2024.
WISDOMTREE TR - GLB US QTLY DIV (DNL) has 111 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 12M shares
.
Largest 10 shareholders include MORGAN STANLEY (1.01M shares), BANK OF AMERICA CORP /DE/ (916K shares), AMERIPRISE FINANCIAL INC (786K shares), CWM, LLC (754K shares), LPL Financial LLC (738K shares), UBS Group AG (682K shares), Private Advisor Group, LLC (675K shares), WELLS FARGO & COMPANY/MN (563K shares), Royal Bank of Canada (554K shares), and COMMONWEALTH EQUITY SERVICES, LLC (450K shares).
This table shows the top 111 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.