Q4 2014 13F Holders as of 12/31/2014
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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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128
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Total 13F shares, excl. options
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6.98M
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Shares change
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+488K
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Total reported value, excl. options
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$584M
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Value change
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+$41.1M
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Number of buys
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70
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Number of sells
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-34
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Price
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$83.73
Significant Holders of WISDOMTREE TR - US MIDCAP DIVID (DON) as of Q4 2014
132 filings reported holding DON - WISDOMTREE TR - US MIDCAP DIVID as of Q4 2014.
WISDOMTREE TR - US MIDCAP DIVID (DON) has 128 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 6.98M shares
.
Largest 10 shareholders include MORGAN STANLEY (1.19M shares), Linscomb & Williams, Inc. (663K shares), BANK OF AMERICA CORP /DE/ (619K shares), UBS Group AG (609K shares), WELLS FARGO & COMPANY/MN (517K shares), Creative Planning (289K shares), New England Investment & Retirement Group, Inc. (192K shares), LPL Financial LLC (175K shares), Bank of New York Mellon Corp (145K shares), and Ameriprise Financial Inc (136K shares).
This table shows the top 128 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.