Q1 2015 13F Holders as of 3/31/2015
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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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133
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Total 13F shares, excl. options
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8.05M
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Shares change
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+1.11M
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Total reported value, excl. options
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$693M
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Value change
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+$96M
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Number of buys
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86
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Number of sells
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-37
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Price
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$86.08
Significant Holders of WISDOMTREE TR - US MIDCAP DIVID (DON) as of Q1 2015
143 filings reported holding DON - WISDOMTREE TR - US MIDCAP DIVID as of Q1 2015.
WISDOMTREE TR - US MIDCAP DIVID (DON) has 133 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 8.05M shares
.
Largest 10 shareholders include MORGAN STANLEY (1.35M shares), BANK OF AMERICA CORP /DE/ (740K shares), UBS Group AG (704K shares), Linscomb & Williams, Inc. (682K shares), WELLS FARGO & COMPANY/MN (612K shares), Creative Planning (299K shares), Ameriprise Financial Inc (205K shares), LPL Financial LLC (194K shares), New England Investment & Retirement Group, Inc. (183K shares), and Parsec Financial Management, Inc. (169K shares).
This table shows the top 133 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.