Q2 2014 13F Holders as of 6/30/2014
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Type / Class
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Equity / US MIDCAP DIVID
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Number of holders
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106
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Total 13F shares, excl. options
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5.95M
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Shares change
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+647K
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Total reported value, excl. options
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$485M
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Value change
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+$52.9M
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Number of buys
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64
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Number of sells
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-27
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Price
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$81.66
Significant Holders of WISDOMTREE TR - US MIDCAP DIVID (DON) as of Q2 2014
112 filings reported holding DON - WISDOMTREE TR - US MIDCAP DIVID as of Q2 2014.
WISDOMTREE TR - US MIDCAP DIVID (DON) has 106 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 5.95M shares
.
Largest 10 shareholders include MORGAN STANLEY (916K shares), Linscomb & Williams, Inc. (710K shares), BANK OF AMERICA CORP /DE/ (632K shares), WELLS FARGO & COMPANY/MN (513K shares), UBS AG (493K shares), Creative Planning (252K shares), Clark Capital Management Group, Inc. (200K shares), New England Investment & Retirement Group, Inc. (178K shares), LPL Financial LLC (171K shares), and Jacobus Wealth Management, Inc. (111K shares).
This table shows the top 106 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.