Q4 2021 13F Holders as of 31 Dec 2021
-
Type / Class
-
Equity / US S CAP QTY DIV
-
Number of holders
-
74
-
Total 13F shares, excl. options
-
2,485,397
-
Shares change
-
+141,830
-
Total reported value, excl. options
-
$118,376,320
-
Value change
-
+$6,863,344
-
Number of buys
-
28
-
Number of sells
-
-22
-
Price
-
$47.6
Significant Holders of WISDOMTREE TR - US S CAP QTY DIV (DGRS) as of Q4 2021
78 filings reported holding DGRS - WISDOMTREE TR - US S CAP QTY DIV as of Q4 2021.
WISDOMTREE TR - US S CAP QTY DIV (DGRS) has 74 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2,485,397 shares
.
Largest 10 shareholders include UBS Group AG (406,424 shares), Private Wealth Strategies, L.L.C. (236,043 shares), MORGAN STANLEY (226,827 shares), Linscomb & Williams, Inc. (226,260 shares), Venturi Wealth Management, LLC (214,148 shares), BANK OF AMERICA CORP /DE/ (163,151 shares), LPL Financial LLC (150,215 shares), RAYMOND JAMES & ASSOCIATES (119,323 shares), ADVISOR GROUP HOLDINGS, INC. (109,135 shares), and Adams Chetwood Wealth Management LLC (102,825 shares).
This table shows the top 74 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* 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.