Q3 2024 13F Holders as of 9/30/2024
-
Type / Class
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Equity / US MIDCAP DIVID
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Number of holders
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411
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Total 13F shares, excl. options
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39.5M
-
Shares change
-
-637K
-
Total reported value, excl. options
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$2.02B
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Value change
-
-$30.6M
-
Number of buys
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170
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Number of sells
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-192
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Price
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$51.13
Significant Holders of WISDOMTREE TR - US MIDCAP DIVID (DON) as of Q3 2024
437 filings reported holding DON - WISDOMTREE TR - US MIDCAP DIVID as of Q3 2024.
WISDOMTREE TR - US MIDCAP DIVID (DON) has 411 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 39.5M shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (4.38M shares), MORGAN STANLEY (2.46M shares), LPL Financial LLC (2.41M shares), Linscomb Wealth, Inc. (1.86M shares), UBS Group AG (1.61M shares), Creative Planning (1.57M shares), AMERIPRISE FINANCIAL INC (1.45M shares), WELLS FARGO & COMPANY/MN (1.08M shares), Financial Planning & Information Services, Inc. (868K shares), and COMMONWEALTH EQUITY SERVICES, LLC (806K shares).
This table shows the top 411 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.