Q4 2019 13F Holders as of 31 Dec 2019
-
Type / Class
-
Equity / US S CAP QTY DIV
-
Total 13F shares
-
1,640,314
-
Share change
-
+14,996
-
Total reported value
-
$61,844,415
-
Price per share
-
$37.70
-
Number of holders
-
58
-
Value change
-
+$582,389
-
Number of buys
-
23
-
Number of sells
-
18
Institutional Holders of WISDOMTREE TR - US S CAP QTY DIV (DGRS) as of Q4 2019
As of 31 Dec 2019,
WISDOMTREE TR - US S CAP QTY DIV (DGRS) was held by
58 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,640,314 shares.
The largest 10 holders included
Linscomb & Williams, Inc., MORGAN STANLEY, Cardan Capital Partners, LLC, Raymond James Financial Services Advisors, Inc., Adams Chetwood Wealth Management LLC, LVM CAPITAL MANAGEMENT LTD/MI, AVANTAX ADVISORY SERVICES, INC., COMMONWEALTH EQUITY SERVICES, LLC, RAYMOND JAMES & ASSOCIATES, and BANK OF AMERICA CORP /DE/.
This page lists
59
institutional shareholders reporting positions in this security
for the Q4 2019 filing period.
| 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.