Q4 2024 13F Holders as of 12/31/2024
-
Type / Class
-
Equity / US MIDCAP DIVID
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Number of holders
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433
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Total 13F shares, excl. options
-
40.2M
-
Shares change
-
+913K
-
Total reported value, excl. options
-
$2.05B
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Value change
-
+$46.5M
-
Number of buys
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170
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Number of sells
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-183
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Price
-
$50.97
Significant Holders of WISDOMTREE TR - US MIDCAP DIVID (DON) as of Q4 2024
452 filings reported holding DON - WISDOMTREE TR - US MIDCAP DIVID as of Q4 2024.
WISDOMTREE TR - US MIDCAP DIVID (DON) has 433 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 40.2M shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (4.51M shares), MORGAN STANLEY (2.49M shares), LPL Financial LLC (2.08M shares), Linscomb Wealth, Inc. (1.84M shares), UBS Group AG (1.59M shares), Creative Planning (1.56M shares), AMERIPRISE FINANCIAL INC (1.47M shares), RAYMOND JAMES FINANCIAL INC (1.14M shares), WELLS FARGO & COMPANY/MN (1.09M shares), and COMMONWEALTH EQUITY SERVICES, LLC (839K shares).
This table shows the top 433 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.