Q1 2014 13F Holders as of 31 Mar 2014
-
Type / Class
-
Equity / INTL LRGCAP DV
-
Number of holders
-
48
-
Total 13F shares, excl. options
-
3.06M
-
Shares change
-
+113K
-
Total reported value, excl. options
-
$159M
-
Value change
-
+$5.88M
-
Number of buys
-
22
-
Number of sells
-
-18
-
Price
-
$51.93
Significant Holders of WISDOMTREE TR - INTL LRGCAP DV (DOL) as of Q1 2014
50 filings reported holding DOL - WISDOMTREE TR - INTL LRGCAP DV as of Q1 2014.
WISDOMTREE TR - INTL LRGCAP DV (DOL) has 48 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3.06M shares
.
Largest 10 shareholders include MORGAN STANLEY (502K shares), BEACON FINANCIAL GROUP (395K shares), Creative Planning (335K shares), CUTLER INVESTMENT COUNSEL LLC (318K shares), WELLS FARGO & COMPANY/MN (183K shares), FirstMerit Bank N A Trustee (157K shares), JFS WEALTH ADVISORS, LLC (132K shares), ROYAL BANK OF CANADA (123K shares), UBS AG (102K shares), and UNITED CAPITAL FINANCIAL ADVISERS, LLC (89.5K shares).
This table shows the top 48 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.