Q1 2016 13F Holders as of 3/31/2016
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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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152
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Total 13F shares, excl. options
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8.32M
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Shares change
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-420K
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Total reported value, excl. options
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$716M
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Value change
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-$35.6M
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Number of buys
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60
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Number of sells
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-79
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Price
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$86.11
Significant Holders of WISDOMTREE TR - US MIDCAP DIVID (DON) as of Q1 2016
168 filings reported holding DON - WISDOMTREE TR - US MIDCAP DIVID as of Q1 2016.
WISDOMTREE TR - US MIDCAP DIVID (DON) has 152 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 8.32M shares
.
Largest 10 shareholders include MORGAN STANLEY (1.04M shares), BANK OF AMERICA CORP /DE/ (727K shares), Linscomb & Williams, Inc. (698K shares), UBS Group AG (632K shares), WELLS FARGO & COMPANY/MN (512K shares), LPL Financial LLC (405K shares), AMERIPRISE FINANCIAL INC (356K shares), Creative Planning (294K shares), Parsec Financial Management, Inc. (272K shares), and SVA Plumb Wealth Management, LLC (194K shares).
This table shows the top 152 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.