Q1 2021 13F Holders as of 3/31/2021
-
Type / Class
-
Equity / US MIDCAP DIVID
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Number of holders
-
303
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Total 13F shares, excl. options
-
33.7M
-
Shares change
-
-3.59M
-
Total reported value, excl. options
-
$1.36B
-
Value change
-
-$137M
-
Number of buys
-
107
-
Number of sells
-
-154
-
Price
-
$40.42
Significant Holders of WISDOMTREE TR - US MIDCAP DIVID (DON) as of Q1 2021
334 filings reported holding DON - WISDOMTREE TR - US MIDCAP DIVID as of Q1 2021.
WISDOMTREE TR - US MIDCAP DIVID (DON) has 303 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 33.7M shares
.
Largest 10 shareholders include MORGAN STANLEY (3.47M shares), BANK OF AMERICA CORP /DE/ (2.77M shares), Linscomb & Williams, Inc. (2.42M shares), UBS Group AG (1.47M shares), AMERIPRISE FINANCIAL INC (1.29M shares), Creative Planning (1.27M shares), LPL Financial LLC (1.09M shares), WELLS FARGO & COMPANY/MN (978K shares), ADVISOR GROUP HOLDINGS, INC. (928K shares), and Financial Planning & Information Services, Inc. (840K shares).
This table shows the top 303 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.