Q1 2020 13F Holders as of 3/31/2020
-
Type / Class
-
Equity / US MIDCAP DIVID
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Number of holders
-
297
-
Total 13F shares, excl. options
-
48.2M
-
Shares change
-
-5.85M
-
Total reported value, excl. options
-
$1.16B
-
Value change
-
-$174M
-
Number of buys
-
129
-
Number of sells
-
-189
-
Price
-
$24.16
Significant Holders of WISDOMTREE TR - US MIDCAP DIVID (DON) as of Q1 2020
366 filings reported holding DON - WISDOMTREE TR - US MIDCAP DIVID as of Q1 2020.
WISDOMTREE TR - US MIDCAP DIVID (DON) has 297 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 48.2M shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (5.24M shares), MORGAN STANLEY (4.51M shares), AMERIPRISE FINANCIAL INC (3.71M shares), UBS Group AG (3.05M shares), Linscomb & Williams, Inc. (2.12M shares), SVA Wealth Management, LLC (1.97M shares), LPL Financial LLC (1.51M shares), Creative Planning (1.29M shares), WELLS FARGO & COMPANY/MN (1.18M shares), and CAPTRUST FINANCIAL ADVISORS (1.14M shares).
This table shows the top 297 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.