Q3 2018 13F Holders as of 30 Sep 2018
-
Type / Class
-
Equity / US MIDCAP DIVID
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Number of holders
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263
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Total 13F shares, excl. options
-
42.1M
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Shares change
-
+524K
-
Total reported value, excl. options
-
$1.56B
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Value change
-
+$19.3M
-
Number of buys
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126
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Number of sells
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-97
-
Price
-
$36.88
Significant Holders of WISDOMTREE TR - US MIDCAP DIVID (DON) as of Q3 2018
284 filings reported holding DON - WISDOMTREE TR - US MIDCAP DIVID as of Q3 2018.
WISDOMTREE TR - US MIDCAP DIVID (DON) has 263 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 42.1M shares
.
Largest 10 shareholders include AMERIPRISE FINANCIAL INC (4.28M shares), MORGAN STANLEY (3.95M shares), BANK OF AMERICA CORP /DE/ (3.79M shares), UBS Group AG (2.83M shares), WELLS FARGO & COMPANY/MN (2.03M shares), LPL Financial LLC (1.86M shares), Linscomb & Williams, Inc. (1.76M shares), Creative Planning (1.35M shares), COMMONWEALTH EQUITY SERVICES, LLC (1.09M shares), and SVA Plumb Wealth Management, LLC (1.08M shares).
This table shows the top 263 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.