Q2 2023 13F Holders as of 6/30/2023
-
Type / Class
-
Equity / US MIDCAP DIVID
-
Number of holders
-
362
-
Total 13F shares, excl. options
-
40.8M
-
Shares change
-
-611K
-
Total reported value, excl. options
-
$1.72B
-
Value change
-
-$25.4M
-
Put/Call ratio
-
0
-
Number of buys
-
156
-
Number of sells
-
-164
-
Price
-
$42.05
Significant Holders of WISDOMTREE TR - US MIDCAP DIVID (DON) as of Q2 2023
399 filings reported holding DON - WISDOMTREE TR - US MIDCAP DIVID as of Q2 2023.
WISDOMTREE TR - US MIDCAP DIVID (DON) has 362 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 40.8M shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (4.39M shares), MORGAN STANLEY (3.4M shares), Linscomb & Williams, Inc. (2.1M shares), UBS Group AG (1.76M shares), Creative Planning (1.67M shares), LPL Financial LLC (1.56M shares), AMERIPRISE FINANCIAL INC (1.4M shares), Financial Planning & Information Services, Inc. (1.13M shares), WELLS FARGO & COMPANY/MN (989K shares), and COMMONWEALTH EQUITY SERVICES, LLC (760K shares).
This table shows the top 362 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.