Security key
97717X651
- Type / Class
- Equity / US S CAP QTY DIV
- Total 13F shares
- 2,929,816
- Share change
- +276,833
- Total reported value
- $116,511,907
- Price per share
- $39.69
- Number of holders
- 82
- Value change
- +$10,905,850
- Number of buys
- 37
- Number of sells
- 23
Report period
Q2 2022
Institutions
82
Top holders
10
Broader feeds
Reporting periods
Holder history for CUSIP 97717X651
Recent filing periods:
Top shareholders of DGRS - WISDOMTREE TR - US S CAP QTY DIV (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 first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings 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 - US S CAP QTY DIV (DGRS) as of Q2 2022
As of 30 Jun 2022,
WISDOMTREE TR - US S CAP QTY DIV (DGRS) was held by
82 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,929,816 shares.
The largest 10 holders included
Private Wealth Strategies, L.L.C., MORGAN STANLEY, UBS Group AG, Venturi Wealth Management, LLC, Linscomb & Williams, Inc., BANK OF AMERICA CORP /DE/, LPL Financial LLC, RAYMOND JAMES & ASSOCIATES, ADVISOR GROUP HOLDINGS, INC., and Allworth Financial LP.
This page lists
82
institutional shareholders reporting positions in this security
for the Q2 2022 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2022 vs Q1 2022 Across Filers
Q1 2022 holders
74
Q2 2022 holders
82
Holder diff
8
| Investor | Q1 2022 Shares | Q2 2022 Shares | Share Diff | Share Chg % | Q1 2022 Value $ | Q2 2022 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.