Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / US S CAP QTY DIV
-
Total 13F shares
-
5,789,930
-
Share change
-
+1,250,551
-
Total reported value
-
$296,605,130
-
Price per share
-
$51.23
-
Number of holders
-
129
-
Value change
-
+$64,030,727
-
Number of buys
-
67
-
Number of sells
-
31
Institutional Holders of WISDOMTREE TR - US S CAP QTY DIV (DGRS) as of Q4 2024
As of 31 Dec 2024,
WISDOMTREE TR - US S CAP QTY DIV (DGRS) was held by
129 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
5,789,930 shares.
The largest 10 holders included
LPL Financial LLC, Hennion & Walsh Asset Management, Inc., MORGAN STANLEY, Lido Advisors, LLC, UBS Group AG, RAYMOND JAMES FINANCIAL INC, BANK OF AMERICA CORP /DE/, Venturi Wealth Management, LLC, Stonebridge Financial Group, LLC, and Independent Advisor Alliance.
This page lists
129
institutional shareholders reporting positions in this security
for the Q4 2024 filing period.
| 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.