Q1 2024 13F Holders as of 3/31/2024
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Type / Class
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Equity / US MIDCAP DIVID
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Number of holders
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419
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Total 13F shares, excl. options
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39M
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Shares change
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-2.28M
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Total reported value, excl. options
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$1.9B
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Value change
-
-$103M
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Number of buys
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199
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Number of sells
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-178
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Price
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$48.77
Significant Holders of WISDOMTREE TR - US MIDCAP DIVID (DON) as of Q1 2024
446 filings reported holding DON - WISDOMTREE TR - US MIDCAP DIVID as of Q1 2024.
WISDOMTREE TR - US MIDCAP DIVID (DON) has 419 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 39M shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (4.53M shares), MORGAN STANLEY (2.6M shares), Linscomb Wealth, Inc. (1.9M shares), LPL Financial LLC (1.81M shares), Creative Planning (1.61M shares), AMERIPRISE FINANCIAL INC (1.4M shares), Financial Planning & Information Services, Inc. (995K shares), WELLS FARGO & COMPANY/MN (943K shares), COMMONWEALTH EQUITY SERVICES, LLC (891K shares), and Royal Bank of Canada (745K shares).
This table shows the top 419 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.