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There is a long list of 64 institutional holders of WDIV within
the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of WDIV by largest
to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-WDIV table below,
the initial column indicates the name of each top institutional holder of WDIV, with a link to that fund's top holdings. The next columns
indicate the amount of WDIV stock held by each of the institutional holders of WDIV, followed by the WDIV position size held by the institution, and finally the
date of the quarterly 13F filing period the holdings data represents for that institution.
| Holder | Amount | Position Size
($ in 1000's) | As of |
|---|
 AE Wealth Management LLC | 444,723 | $26,508 | 12/31/2023 | | WDIV | 444,723 | $26,508 | 12/31/2023 | | Jane Street Group LLC | 329,023 | $19,896 | 12/31/2023 | | WDIV | 329,023 | $19,896 | 12/31/2023 | | Bank of America Corp DE | 117,712 | $7,118 | 12/31/2023 | | WDIV | 117,712 | $7,118 | 12/31/2023 | | Ameriprise Financial Inc. | 105,788 | $6,397 | 12/31/2023 | | WDIV | 105,788 | $6,397 | 12/31/2023 | | LPL Financial LLC | 105,701 | $6,340 | 03/31/2024 | | WDIV | 105,701 | $6,340 | 03/31/2024 | | Mango Investments LLC | 74,195 | $4,487 | 12/31/2023 | | WDIV | 74,195 | $4,487 | 12/31/2023 | | CI Private Wealth LLC | 71,837 | $4,309 | 03/31/2024 | | WDIV | 71,837 | $4,309 | 03/31/2024 | | Morgan Stanley | 61,093 | $3,694 | 12/31/2023 | | WDIV | 61,093 | $3,694 | 12/31/2023 | | Royal Bank of Canada | 51,712 | $3,126 | 12/31/2023 | | WDIV | 51,712 | $3,126 | 12/31/2023 | | Assetmark Inc. | 50,549 | $3,032 | 03/31/2024 | | WDIV | 50,549 | $3,032 | 03/31/2024 | | Wealth Enhancement Advisory Services LLC | 48,286 | $2,896 | 03/31/2024 | | WDIV | 48,286 | $2,896 | 03/31/2024 | | Sontag Advisory LLC | 35,000 | $2,099 | 03/31/2024 | | WDIV | 35,000 | $2,099 | 03/31/2024 | | Susquehanna International Group LLP | 34,494 | $2,069 | 03/31/2024 | | WDIV | 34,494 | $2,069 | 03/31/2024 | | GWM Advisors LLC | 28,156 | $1,703 | 12/31/2023 | | WDIV | 28,156 | $1,703 | 12/31/2023 | | Captrust Financial Advisors | 23,077 | $1,395 | 12/31/2023 | | WDIV | 23,077 | $1,395 | 12/31/2023 | | Envestnet Asset Management Inc. | 18,854 | $1,140 | 12/31/2023 | | WDIV | 18,854 | $1,140 | 12/31/2023 | | Prudential PLC | 18,338 | $1,109 | 12/31/2023 | | WDIV | 18,338 | $1,109 | 12/31/2023 | | WealthShield Partners LLC | 15,792 | $947 | 03/31/2024 | | WDIV | 15,792 | $947 | 03/31/2024 | | UBS Group AG | 14,537 | $879 | 12/31/2023 | | WDIV | 14,537 | $879 | 12/31/2023 | | Truist Financial Corp | 13,227 | $800 | 12/31/2023 | | WDIV | 13,227 | $800 | 12/31/2023 | | Citigroup Inc. | 11,514 | $691 | 03/31/2024 | | WDIV | 11,514 | $691 | 03/31/2024 | | Raymond James Financial Services Advisors Inc. | 10,962 | $658 | 03/31/2024 | | WDIV | 10,962 | $658 | 03/31/2024 | | Avantax Advisory Services Inc. | 9,908 | $594 | 03/31/2024 | | WDIV | 9,908 | $594 | 03/31/2024 | | Slagle Financial LLC | 9,220 | $558 | 12/31/2023 | | WDIV | 9,220 | $558 | 12/31/2023 | | Vantage Financial Partners LLC | 8,972 | $538 | 03/31/2024 | | WDIV | 8,972 | $538 | 03/31/2024 | | Crescent Sterling Ltd. | 8,821 | $529 | 03/31/2024 | | WDIV | 8,821 | $529 | 03/31/2024 | | OLD Mission Capital LLC | 7,972 | $482 | 12/31/2023 | | WDIV | 7,972 | $482 | 12/31/2023 | | Authentikos Wealth Advisory LLC | 7,543 | $456 | 12/31/2023 | | WDIV | 7,543 | $456 | 12/31/2023 | | Private Advisor Group LLC | 7,592 | $455 | 03/31/2024 | | WDIV | 7,592 | $455 | 03/31/2024 | | Mmbg Investment Advisors CO. | 7,375 | $442 | 03/31/2024 | | WDIV | 7,375 | $442 | 03/31/2024 | | MML Investors Services LLC | 6,209 | $375 | 12/31/2023 | | WDIV | 6,209 | $375 | 12/31/2023 | | Cambridge Investment Research Advisors Inc. | 6,216 | $373 | 03/31/2024 | | WDIV | 6,216 | $373 | 03/31/2024 | | Mariner LLC | 6,037 | $365 | 12/31/2023 | | WDIV | 6,037 | $365 | 12/31/2023 | | Foundations Investment Advisors LLC | 5,975 | $354 | 12/31/2023 | | WDIV | 5,975 | $354 | 12/31/2023 | | KWB Wealth | 5,480 | $329 | 03/31/2024 | | WDIV | 5,480 | $329 | 03/31/2024 | | Golden State Equity Partners | 4,788 | $290 | 12/31/2023 | | WDIV | 4,788 | $290 | 12/31/2023 | | Allie Family Office LLC | 4,455 | $269 | 12/31/2023 | | WDIV | 4,455 | $269 | 12/31/2023 | | Csenge Advisory Group | 3,957 | $237 | 03/31/2024 | | WDIV | 3,957 | $237 | 03/31/2024 | | Farther Finance Advisors LLC | 3,837 | $232 | 12/31/2023 | | WDIV | 3,837 | $232 | 12/31/2023 | | Richardson Capital Management LLC | 3,086 | $185 | 03/31/2024 | | WDIV | 3,086 | $185 | 03/31/2024 | | Advisor Group Holdings Inc. | 2,599 | $156 | 03/31/2024 | | WDIV | 2,599 | $156 | 03/31/2024 | | Benjamin F. Edwards & Company Inc. | 2,350 | $141 | 03/31/2024 | | WDIV | 2,350 | $141 | 03/31/2024 | | Pineridge Advisors LLC | 1,618 | $98 | 12/31/2023 | | WDIV | 1,618 | $98 | 12/31/2023 | | BlackRock Inc. | 1,064 | $64 | 03/31/2024 | | WDIV | 1,064 | $64 | 03/31/2024 | | CWM LLC | 965 | $58 | 03/31/2024 | | WDIV | 965 | $58 | 03/31/2024 | | Harbour Investments Inc. | 910 | $55 | 12/31/2023 | | WDIV | 910 | $55 | 12/31/2023 | | Tidemark LLC | 723 | $44 | 12/31/2023 | | WDIV | 723 | $44 | 12/31/2023 | | Harbor Investment Advisory LLC | 615 | $37 | 03/31/2024 | | WDIV | 615 | $37 | 03/31/2024 | | Retirement Group LLC | 477 | $29 | 03/31/2024 | | WDIV | 477 | $29 | 03/31/2024 | | Baldwin Brothers Inc. MA | 432 | $26 | 03/31/2024 | | WDIV | 432 | $26 | 03/31/2024 |
See All: Funds Holding WDIV
See Details: Top 10 Hedge Funds Holding WDIV
Also See: WDIV Holdings Changes
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