Q1 2015 13F Holders as of 3/31/2015
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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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104
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Total 13F shares, excl. options
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6.25M
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Shares change
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-254K
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Total reported value, excl. options
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$370M
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Value change
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-$14.7M
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Number of buys
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47
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Number of sells
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-58
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Price
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$59.26
Significant Holders of WISDOMTREE TR - INTL SMCAP DIV (DLS) as of Q1 2015
122 filings reported holding DLS - WISDOMTREE TR - INTL SMCAP DIV as of Q1 2015.
WISDOMTREE TR - INTL SMCAP DIV (DLS) has 104 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 6.25M shares
.
Largest 10 shareholders include Efficient Advisors, LLC (828K shares), BANK OF MONTREAL /CAN/ (634K shares), MORGAN STANLEY (571K shares), BANK OF AMERICA CORP /DE/ (422K shares), WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC (268K shares), 3D ASSET MANAGEMENT, INC (267K shares), M&T BANK CORP (266K shares), ENVESTNET ASSET MANAGEMENT INC (204K shares), Commonwealth Equity Services, Inc (192K shares), and Cambridge Investment Research Advisors, Inc. (154K shares).
This table shows the top 104 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.