Q1 2019 13F Holders as of 31 Mar 2019
-
Type / Class
-
Equity / US MIDCAP DIVID
-
Number of holders
-
298
-
Total 13F shares, excl. options
-
50.3M
-
Shares change
-
+7.34M
-
Total reported value, excl. options
-
$1.8B
-
Value change
-
+$264M
-
Number of buys
-
154
-
Number of sells
-
-109
-
Price
-
$35.79
Significant Holders of WISDOMTREE TR - US MIDCAP DIVID (DON) as of Q1 2019
322 filings reported holding DON - WISDOMTREE TR - US MIDCAP DIVID as of Q1 2019.
WISDOMTREE TR - US MIDCAP DIVID (DON) has 298 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 50.3M shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (5.2M shares), MORGAN STANLEY (4.64M shares), UBS Group AG (3.58M shares), AMERIPRISE FINANCIAL INC (3.12M shares), LPL Financial LLC (2.44M shares), Linscomb & Williams, Inc. (2M shares), SVA Plumb Wealth Management, LLC (1.75M shares), CAPTRUST FINANCIAL ADVISORS (1.51M shares), WELLS FARGO & COMPANY/MN (1.47M shares), and Creative Planning (1.33M shares).
This table shows the top 298 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.