Q3 2018 13F Holders as of 9/30/2018
-
Type / Class
-
Equity / US S CAP QTY DIV
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Number of holders
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44
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Total 13F shares, excl. options
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1.26M
-
Shares change
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+123K
-
Total reported value, excl. options
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$47.5M
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Value change
-
+$4.64M
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Number of buys
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26
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Number of sells
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-14
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Price
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$37.70
Significant Holders of WISDOMTREE TR - US S CAP QTY DIV (DGRS) as of Q3 2018
48 filings reported holding DGRS - WISDOMTREE TR - US S CAP QTY DIV as of Q3 2018.
WISDOMTREE TR - US S CAP QTY DIV (DGRS) has 44 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.26M shares
.
Largest 10 shareholders include Linscomb & Williams, Inc. (307K shares), MORGAN STANLEY (178K shares), Clearwater Capital Advisors, LLC (104K shares), RAYMOND JAMES & ASSOCIATES (67.1K shares), LVM CAPITAL MANAGEMENT LTD/MI (64.4K shares), Sargent Bickham Lagudis LLC (59.4K shares), ROYAL BANK OF CANADA (52.3K shares), UBS Group AG (48.1K shares), ACG Wealth (44K shares), and LPL Financial LLC (39K shares).
This table shows the top 44 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.