Q1 2020 13F Holders as of 3/31/2020
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Type / Class
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Equity / INTL LRGCAP DV
-
Number of holders
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77
-
Total 13F shares, excl. options
-
5.61M
-
Shares change
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+659K
-
Total reported value, excl. options
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$207M
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Value change
-
+$23.6M
-
Number of buys
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25
-
Number of sells
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-47
-
Price
-
$36.93
Significant Holders of WISDOMTREE TR - INTL LRGCAP DV (DOL) as of Q1 2020
90 filings reported holding DOL - WISDOMTREE TR - INTL LRGCAP DV as of Q1 2020.
WISDOMTREE TR - INTL LRGCAP DV (DOL) has 77 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 5.61M shares
.
Largest 10 shareholders include Creative Planning (2.78M shares), MORGAN STANLEY (446K shares), HUNTINGTON NATIONAL BANK (262K shares), Key Financial Inc (222K shares), BANK OF AMERICA CORP /DE/ (150K shares), FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. (149K shares), ROYAL BANK OF CANADA (139K shares), Baystate Wealth Management LLC (119K shares), M&T Bank Corp (110K shares), and Private Vista, LLC (102K shares).
This table shows the top 77 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.