Q2 2024 13F Holders as of 6/30/2024
-
Type / Class
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Equity / US MIDCAP DIVID
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Number of holders
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401
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Total 13F shares, excl. options
-
40.3M
-
Shares change
-
+1.39M
-
Total reported value, excl. options
-
$1.88B
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Value change
-
+$64.4M
-
Number of buys
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161
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Number of sells
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-200
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Price
-
$46.77
Significant Holders of WISDOMTREE TR - US MIDCAP DIVID (DON) as of Q2 2024
435 filings reported holding DON - WISDOMTREE TR - US MIDCAP DIVID as of Q2 2024.
WISDOMTREE TR - US MIDCAP DIVID (DON) has 401 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 40.3M shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (4.53M shares), MORGAN STANLEY (2.45M shares), LPL Financial LLC (1.88M shares), Linscomb Wealth, Inc. (1.87M shares), UBS Group AG (1.66M shares), Creative Planning (1.62M shares), AMERIPRISE FINANCIAL INC (1.38M shares), WELLS FARGO & COMPANY/MN (1.07M shares), Financial Planning & Information Services, Inc. (978K shares), and COMMONWEALTH EQUITY SERVICES, LLC (862K shares).
This table shows the top 401 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.