Q1 2020 13F Holders as of 3/31/2020
-
Type / Class
-
Equity / US S CAP QTY DIV
-
Number of holders
-
52
-
Total 13F shares, excl. options
-
1.25M
-
Shares change
-
-355K
-
Total reported value, excl. options
-
$31.8M
-
Value change
-
-$12.6M
-
Number of buys
-
19
-
Number of sells
-
-26
-
Price
-
$25.13
Significant Holders of WISDOMTREE TR - US S CAP QTY DIV (DGRS) as of Q1 2020
62 filings reported holding DGRS - WISDOMTREE TR - US S CAP QTY DIV as of Q1 2020.
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 1.25M shares
.
Largest 10 shareholders include Linscomb & Williams, Inc. (308K shares), Raymond James Financial Services Advisors, Inc. (126K shares), MORGAN STANLEY (113K shares), Adams Chetwood Wealth Management LLC (84.6K shares), LVM CAPITAL MANAGEMENT LTD/MI (72K shares), COMMONWEALTH EQUITY SERVICES, LLC (68K shares), HighTower Advisors, LLC (58.3K shares), BANK OF AMERICA CORP /DE/ (55.1K shares), RAYMOND JAMES & ASSOCIATES (53.4K shares), and LPL Financial LLC (40.6K 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.