Q2 2019 13F Holders as of 6/30/2019
-
Type / Class
-
Equity / US S CAP QTY DIV
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Number of holders
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52
-
Total 13F shares, excl. options
-
1.51M
-
Shares change
-
-122K
-
Total reported value, excl. options
-
$53.5M
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Value change
-
-$4.34M
-
Number of buys
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27
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Number of sells
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-18
-
Price
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$35.53
Significant Holders of WISDOMTREE TR - US S CAP QTY DIV (DGRS) as of Q2 2019
55 filings reported holding DGRS - WISDOMTREE TR - US S CAP QTY DIV as of Q2 2019.
WISDOMTREE TR - US S CAP QTY DIV (DGRS) has 52 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.51M shares
.
Largest 10 shareholders include Linscomb & Williams, Inc. (330K shares), Cardan Capital Partners, LLC (157K shares), MORGAN STANLEY (154K shares), Raymond James Financial Services Advisors, Inc. (125K shares), LVM CAPITAL MANAGEMENT LTD/MI (64.6K shares), RAYMOND JAMES & ASSOCIATES (60.4K shares), Clearwater Capital Advisors, LLC (54.3K shares), COMMONWEALTH EQUITY SERVICES, LLC (52.2K shares), ACG Wealth (47.5K shares), and BANK OF AMERICA CORP /DE/ (44.6K shares).
This table shows the top 52 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.