Q1 2014 13F Holders as of 3/31/2014
-
Type / Class
-
Equity / US TOTAL DIVIDND
-
Number of holders
-
41
-
Total 13F shares, excl. options
-
1.64M
-
Shares change
-
+162K
-
Total reported value, excl. options
-
$112M
-
Value change
-
+$11M
-
Number of buys
-
19
-
Number of sells
-
-18
-
Price
-
$68.27
Significant Holders of WISDOMTREE TR - US TOTAL DIVIDND (DTD) as of Q1 2014
43 filings reported holding DTD - WISDOMTREE TR - US TOTAL DIVIDND as of Q1 2014.
WISDOMTREE TR - US TOTAL DIVIDND (DTD) has 41 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.64M shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (303K shares), LPL Financial LLC (256K shares), JFS WEALTH ADVISORS, LLC (210K shares), SUSQUEHANNA INTERNATIONAL GROUP, LLP (136K shares), WELLS FARGO & COMPANY/MN (114K shares), MORGAN STANLEY (112K shares), UNITED CAPITAL FINANCIAL ADVISERS, LLC (58.7K shares), FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. (55K shares), Bank of New York Mellon Corp (46.5K shares), and Veritable, L.P. (44.3K shares).
This table shows the top 41 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.