Q4 2014 13F Holders as of 12/31/2014
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Type / Class
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Equity / INTL SMCAP DIV
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Number of holders
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108
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Total 13F shares, excl. options
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6.5M
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Shares change
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-289K
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Total reported value, excl. options
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$361M
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Value change
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-$16.6M
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Number of buys
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50
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Number of sells
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-37
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Price
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$55.52
Significant Holders of WISDOMTREE TR - INTL SMCAP DIV (DLS) as of Q4 2014
115 filings reported holding DLS - WISDOMTREE TR - INTL SMCAP DIV as of Q4 2014.
WISDOMTREE TR - INTL SMCAP DIV (DLS) has 108 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 6.5M shares
.
Largest 10 shareholders include Efficient Advisors, LLC (799K shares), BANK OF MONTREAL /CAN/ (794K shares), MORGAN STANLEY (587K shares), BANK OF AMERICA CORP /DE/ (406K shares), COMERICA BANK (283K shares), 3D ASSET MANAGEMENT, INC (272K shares), M&T Bank Corp (268K shares), WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC (252K shares), Commonwealth Equity Services, Inc (186K shares), and Cambridge Investment Research Advisors, Inc. (147K shares).
This table shows the top 108 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.