Q1 2017 13F Holders as of 3/31/2017
-
Type / Class
-
Equity / US S CAP QTY DIV
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Number of holders
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24
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Total 13F shares, excl. options
-
1.3M
-
Shares change
-
+250K
-
Total reported value, excl. options
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$42.9M
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Value change
-
+$8.23M
-
Number of buys
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19
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Number of sells
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-7
-
Price
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$33.07
Significant Holders of WISDOMTREE TR - US S CAP QTY DIV (DGRS) as of Q1 2017
28 filings reported holding DGRS - WISDOMTREE TR - US S CAP QTY DIV as of Q1 2017.
WISDOMTREE TR - US S CAP QTY DIV (DGRS) has 24 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.3M shares
.
Largest 10 shareholders include MORGAN STANLEY (330K shares), Linscomb & Williams, Inc. (271K shares), LPL Financial LLC (145K shares), Gemmer Asset Management LLC (111K shares), Clearwater Capital Partners, LLC (98K shares), Sargent Bickham Lagudis LLC (51.7K shares), ROYAL BANK OF CANADA (45.4K shares), BANK OF AMERICA CORP /DE/ (41.2K shares), LVM CAPITAL MANAGEMENT LTD/MI (39.3K shares), and UBS Group AG (35.8K shares).
This table shows the top 24 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.