Q4 2018 13F Holders as of 31 Dec 2018
-
Type / Class
-
Equity / US MIDCAP DIVID
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Number of holders
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284
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Total 13F shares, excl. options
-
42.8M
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Shares change
-
-530K
-
Total reported value, excl. options
-
$1.36B
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Value change
-
-$20.7M
-
Number of buys
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114
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Number of sells
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-116
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Price
-
$31.63
Significant Holders of WISDOMTREE TR - US MIDCAP DIVID (DON) as of Q4 2018
311 filings reported holding DON - WISDOMTREE TR - US MIDCAP DIVID as of Q4 2018.
WISDOMTREE TR - US MIDCAP DIVID (DON) has 284 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 42.8M shares
.
Largest 10 shareholders include MORGAN STANLEY (4.22M shares), BANK OF AMERICA CORP /DE/ (4.2M shares), UBS Group AG (3.47M shares), AMERIPRISE FINANCIAL INC (2.79M shares), LPL Financial LLC (2.03M shares), Linscomb & Williams, Inc. (1.98M shares), WELLS FARGO & COMPANY/MN (1.46M shares), Creative Planning (1.22M shares), SVA Plumb Wealth Management, LLC (1.12M shares), and Parsec Financial Management, Inc. (1.03M shares).
This table shows the top 284 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.