Q1 2021 13F Holders as of 3/31/2021
-
Type / Class
-
Equity / INTL LRGCAP DV
-
Number of holders
-
77
-
Total 13F shares, excl. options
-
4.69M
-
Shares change
-
-28.9K
-
Total reported value, excl. options
-
$222M
-
Value change
-
-$1.33M
-
Number of buys
-
30
-
Number of sells
-
-29
-
Price
-
$47.33
Significant Holders of WISDOMTREE TR - INTL LRGCAP DV (DOL) as of Q1 2021
83 filings reported holding DOL - WISDOMTREE TR - INTL LRGCAP DV as of Q1 2021.
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 4.69M shares
.
Largest 10 shareholders include Creative Planning (2.26M shares), MORGAN STANLEY (477K shares), HUNTINGTON NATIONAL BANK (435K shares), BANK OF AMERICA CORP /DE/ (125K shares), Key Financial Inc (111K shares), FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. (102K shares), ROYAL BANK OF CANADA (85.3K shares), Baystate Wealth Management LLC (82.9K shares), UBS Group AG (79.6K shares), and Avidian Wealth Solutions, LLC (79K 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.