Q2 2020 13F Holders as of 6/30/2020
-
Type / Class
-
Equity / US MIDCAP DIVID
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Number of holders
-
278
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Total 13F shares, excl. options
-
41.7M
-
Shares change
-
-7.41M
-
Total reported value, excl. options
-
$1.18B
-
Value change
-
-$205M
-
Number of buys
-
97
-
Number of sells
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-183
-
Price
-
$28.34
Significant Holders of WISDOMTREE TR - US MIDCAP DIVID (DON) as of Q2 2020
322 filings reported holding DON - WISDOMTREE TR - US MIDCAP DIVID as of Q2 2020.
WISDOMTREE TR - US MIDCAP DIVID (DON) has 278 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 41.7M shares
.
Largest 10 shareholders include MORGAN STANLEY (4.25M shares), BANK OF AMERICA CORP /DE/ (3.71M shares), Linscomb & Williams, Inc. (2.38M shares), SVA Wealth Management, LLC (2.06M shares), UBS Group AG (2.02M shares), AMERIPRISE FINANCIAL INC (1.77M shares), Creative Planning (1.38M shares), LPL Financial LLC (1.37M shares), WELLS FARGO & COMPANY/MN (1.35M shares), and Raymond James Financial Services Advisors, Inc. (1.08M shares).
This table shows the top 278 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.