Q4 2024 13F Holders as of 12/31/2024
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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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107
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Total shares
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12.1M
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Shares change
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+351K
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Total reported value, excl. options
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$437M
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Value change
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+$12.3M
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Number of buys
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54
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Number of sells
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-39
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Price
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$35.98
Significant Holders of WISDOMTREE TR - GLB US QTLY DIV (DNL) as of Q4 2024
119 filings reported holding DNL - WISDOMTREE TR - GLB US QTLY DIV as of Q4 2024.
WISDOMTREE TR - GLB US QTLY DIV (DNL) has 107 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 12.1M shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (1.11M shares), MORGAN STANLEY (1M shares), AMERIPRISE FINANCIAL INC (811K shares), LPL Financial LLC (786K shares), CWM, LLC (755K shares), Private Advisor Group, LLC (632K shares), WELLS FARGO & COMPANY/MN (584K shares), UBS Group AG (564K shares), Royal Bank of Canada (554K shares), and COMMONWEALTH EQUITY SERVICES, LLC (469K shares).
This table shows the top 107 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.