Q1 2018 13F Holders as of 3/31/2018
-
Type / Class
-
Equity / US S CAP QTY DIV
-
Number of holders
-
40
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Total 13F shares, excl. options
-
1M
-
Shares change
-
-56.5K
-
Total reported value, excl. options
-
$34.5M
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Value change
-
-$2.02M
-
Number of buys
-
17
-
Number of sells
-
-20
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Price
-
$34.35
Significant Holders of WISDOMTREE TR - US S CAP QTY DIV (DGRS) as of Q1 2018
44 filings reported holding DGRS - WISDOMTREE TR - US S CAP QTY DIV as of Q1 2018.
WISDOMTREE TR - US S CAP QTY DIV (DGRS) has 40 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1M shares
.
Largest 10 shareholders include Linscomb & Williams, Inc. (301K shares), Clearwater Capital Advisors, LLC (106K shares), LVM CAPITAL MANAGEMENT LTD/MI (70.6K shares), LPL Financial LLC (55.6K shares), Sargent Bickham Lagudis LLC (53.8K shares), ROYAL BANK OF CANADA (51.9K shares), Stokes Capital Advisors, LLC (47.2K shares), BANK OF AMERICA CORP /DE/ (38.1K shares), UBS Group AG (32.6K shares), and RAYMOND JAMES & ASSOCIATES (28.5K shares).
This table shows the top 40 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.