CUSIP 97717W778INTL MIDCAP DVDIMQ4 2025
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
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47 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Mesirow Financial Investment Management, Inc. | 88.7K | $7.14M | −13.2K | Reduced |
| 2 | Morgan Stanley | 32.6K | $2.63M | −272 | Reduced |
| 3 | Ghp Investment Advisors, Inc. | 31.9K | $2.57M | −94 | Reduced |
| 4 | Smith, Moore & Co. | 31.7K | $2.55M |
| −46 |
| Reduced |
| 5 | Wealthshield Partners, LLC | 28.5K | $2.29M | +6.6K | Added |
| 6 | Bank Of America Corp /De/ | 25.3K | $2.04M | +19 | Added |
| 7 | Wells Fargo & Company/Mn | 23.3K | $1.88M | +3.6K | Added |
| 8 | Rockefeller Capital Management L.P. | 23.1K | $1.86M | +1.3K | Added |
| 9 | Inspire Advisors, LLC | 18.9K | $1.53M | +694 | Added |
| 10 | Ubs Group AG | 16.8K | $1.35M | +63 | Added |
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