Q1 2021 13F Holders as of 3/31/2021
-
Type / Class
-
Equity / INTL SMCAP DIV
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Number of holders
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186
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Total 13F shares, excl. options
-
7.22M
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Shares change
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-431K
-
Total reported value, excl. options
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$522M
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Value change
-
-$31M
-
Number of buys
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78
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Number of sells
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-82
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Price
-
$72.23
Significant Holders of WISDOMTREE TR - INTL SMCAP DIV (DLS) as of Q1 2021
209 filings reported holding DLS - WISDOMTREE TR - INTL SMCAP DIV as of Q1 2021.
WISDOMTREE TR - INTL SMCAP DIV (DLS) has 186 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 7.22M shares
.
Largest 10 shareholders include Savant Capital, LLC (1.31M shares), Efficient Advisors, LLC (551K shares), BANK OF AMERICA CORP /DE/ (424K shares), 3D/L Capital Management, LLC (308K shares), MORGAN STANLEY (228K shares), Great Point Wealth Advisors, LLC (222K shares), UBS Group AG (221K shares), M Holdings Securities, Inc. (208K shares), ENVESTNET ASSET MANAGEMENT INC (163K shares), and SHAKESPEARE WEALTH MANAGEMENT, INC. (142K shares).
This table shows the top 186 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.