Q2 2017 13F Holders as of 6/30/2017
-
Type / Class
-
Equity / US S CAP QTY DIV
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Number of holders
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28
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Total 13F shares, excl. options
-
1.29M
-
Shares change
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-8.48K
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Total reported value, excl. options
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$43M
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Value change
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-$278K
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Number of buys
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20
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Number of sells
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-8
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Price
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$33.25
Significant Holders of WISDOMTREE TR - US S CAP QTY DIV (DGRS) as of Q2 2017
30 filings reported holding DGRS - WISDOMTREE TR - US S CAP QTY DIV as of Q2 2017.
WISDOMTREE TR - US S CAP QTY DIV (DGRS) has 28 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.29M shares
.
Largest 10 shareholders include MORGAN STANLEY (321K shares), Linscomb & Williams, Inc. (276K shares), LPL Financial LLC (113K shares), Gemmer Asset Management LLC (112K shares), Clearwater Capital Partners, LLC (102K shares), LVM CAPITAL MANAGEMENT LTD/MI (58.8K shares), Sargent Bickham Lagudis LLC (54.5K shares), ROYAL BANK OF CANADA (53.3K shares), UBS Group AG (44.5K shares), and BANK OF AMERICA CORP /DE/ (41.5K shares).
This table shows the top 28 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.