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
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Number of holders
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129
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Value change
-
+$64,030,727
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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) had 129 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 5,789,930 shares of stock of the company.
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 table shows 129 institutional shareholders of the security as of 31 Dec 2024.
| 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.