Q3 2022 13F Holders as of 30 Sep 2022
-
Type / Class
-
Equity / US MIDCAP DIVID
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Number of holders
-
328
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Total 13F shares, excl. options
-
37.5M
-
Shares change
-
+187K
-
Total reported value, excl. options
-
$1.41B
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Value change
-
+$6.82M
-
Number of buys
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148
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Number of sells
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-149
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Price
-
$37.67
Significant Holders of WISDOMTREE TR - US MIDCAP DIVID (DON) as of Q3 2022
360 filings reported holding DON - WISDOMTREE TR - US MIDCAP DIVID as of Q3 2022.
WISDOMTREE TR - US MIDCAP DIVID (DON) has 328 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 37.5M shares
.
Largest 10 shareholders include MORGAN STANLEY (3.46M shares), BANK OF AMERICA CORP /DE/ (3.45M shares), Linscomb & Williams, Inc. (2.28M shares), UBS Group AG (1.7M shares), Creative Planning (1.54M shares), AMERIPRISE FINANCIAL INC (1.4M shares), LPL Financial LLC (1.26M shares), Financial Planning & Information Services, Inc. (1.04M shares), WELLS FARGO & COMPANY/MN (849K shares), and ADVISOR GROUP HOLDINGS, INC. (754K shares).
This table shows the top 328 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.