Q4 2018 13F Holders as of 12/31/2018
-
Type / Class
-
Equity / US S CAP QTY DIV
-
Number of holders
-
45
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Total 13F shares, excl. options
-
1.46M
-
Shares change
-
+145K
-
Total reported value, excl. options
-
$45.5M
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Value change
-
+$4.32M
-
Number of buys
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22
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Number of sells
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-22
-
Price
-
$31.15
Significant Holders of WISDOMTREE TR - US S CAP QTY DIV (DGRS) as of Q4 2018
56 filings reported holding DGRS - WISDOMTREE TR - US S CAP QTY DIV as of Q4 2018.
WISDOMTREE TR - US S CAP QTY DIV (DGRS) has 45 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.46M shares
.
Largest 10 shareholders include Linscomb & Williams, Inc. (317K shares), ACG Wealth (167K shares), MORGAN STANLEY (166K shares), UBS Group AG (113K shares), Clearwater Capital Advisors, LLC (99.1K shares), LVM CAPITAL MANAGEMENT LTD/MI (59.9K shares), RAYMOND JAMES & ASSOCIATES (52.6K shares), ROYAL BANK OF CANADA (48K shares), ENVESTNET ASSET MANAGEMENT INC (44.6K shares), and Intelligence Driven Advisers, LLC (39.9K shares).
This table shows the top 45 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.