Q3 2014 13F Holders as of 9/30/2014
-
Type / Class
-
Equity / US MIDCAP DIVID
-
Number of holders
-
104
-
Total 13F shares, excl. options
-
6.21M
-
Shares change
-
+265K
-
Total reported value, excl. options
-
$486M
-
Value change
-
+$20.5M
-
Number of buys
-
60
-
Number of sells
-
-31
-
Price
-
$78.27
Significant Holders of WISDOMTREE TR - US MIDCAP DIVID (DON) as of Q3 2014
115 filings reported holding DON - WISDOMTREE TR - US MIDCAP DIVID as of Q3 2014.
WISDOMTREE TR - US MIDCAP DIVID (DON) has 104 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 6.21M shares
.
Largest 10 shareholders include MORGAN STANLEY (1.21M shares), Linscomb & Williams, Inc. (673K shares), BANK OF AMERICA CORP /DE/ (608K shares), WELLS FARGO & COMPANY/MN (548K shares), UBS AG (500K shares), Creative Planning (257K shares), New England Investment & Retirement Group, Inc. (184K shares), LPL Financial LLC (180K shares), Clark Capital Management Group, Inc. (131K shares), and Jacobus Wealth Management, Inc. (112K shares).
This table shows the top 104 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.