- Type / Class
- Equity / GLB HIGH DIV FD
- Total 13F shares
- 1,032,301
- Share change
- +31,441
- Total reported value
- $56,597,088
- Price per share
- $54.83
- Number of holders
- 33
- Value change
- +$1,829,128
- Number of buys
- 19
- Number of sells
- 13
Quarterly Holders Quick Answers
What is CUSIP 97717W877?
CUSIP 97717W877 identifies DEW - WISDOMTREE TR - GLB HIGH DIV FD in SEC institutional holdings data.
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- Latest 13F filings for newly reported positions across managers.
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- SEC investors directory for manager drilldown.
Explore More Reporting Periods
Jump to adjacent filing periods for faster comparison and easier crawl discovery.
Recent filing periods for CUSIP 97717W877:
Top shareholders of DEW - WISDOMTREE TR - GLB HIGH DIV FD (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.
Institutional Holders of WISDOMTREE TR - GLB HIGH DIV FD (DEW) as of Q3 2024
As of 30 Sep 2024,
WISDOMTREE TR - GLB HIGH DIV FD (DEW) was held by
33 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,032,301 shares.
The largest 10 holders included
Joseph Group Capital Management, BANK OF AMERICA CORP /DE/, LPL Financial LLC, Raymond James Financial Services Advisors, Inc., MORGAN STANLEY, Hudock, Inc., UBS Group AG, AMERIPRISE FINANCIAL INC, SUSQUEHANNA INTERNATIONAL GROUP, LLP, and Cetera Investment Advisers.
This page lists
33
institutional shareholders reporting positions in this security
for the Q3 2024 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q3 2024 vs Q2 2024 Across Filers
Q2 2024 holders
35
Q3 2024 holders
33
Holder diff
-2
| Investor | Q2 2024 Shares | Q3 2024 Shares | Share Diff | Share Chg % | Q2 2024 Value $ | Q3 2024 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* 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.
An asterisk sign (*) next to the price indicates that the price is likely invalid.