Q4 2019 13F Holders as of 12/31/2019
-
Type / Class
-
Equity / US S CAP QTY DIV
-
Number of holders
-
58
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Total 13F shares, excl. options
-
1.64M
-
Shares change
-
+15K
-
Total reported value, excl. options
-
$61.8M
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Value change
-
+$582K
-
Number of buys
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23
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Number of sells
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-18
-
Price
-
$37.70
Significant Holders of WISDOMTREE TR - US S CAP QTY DIV (DGRS) as of Q4 2019
62 filings reported holding DGRS - WISDOMTREE TR - US S CAP QTY DIV as of Q4 2019.
WISDOMTREE TR - US S CAP QTY DIV (DGRS) has 58 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.64M shares
.
Largest 10 shareholders include Linscomb & Williams, Inc. (327K shares), MORGAN STANLEY (171K shares), Cardan Capital Partners, LLC (157K shares), Raymond James Financial Services Advisors, Inc. (129K shares), Adams Chetwood Wealth Management LLC (74.2K shares), LVM CAPITAL MANAGEMENT LTD/MI (70.7K shares), AVANTAX ADVISORY SERVICES, INC. (64.1K shares), COMMONWEALTH EQUITY SERVICES, LLC (62.8K shares), RAYMOND JAMES & ASSOCIATES (62.5K shares), and BANK OF AMERICA CORP /DE/ (59.5K shares).
This table shows the top 58 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.