Q4 2020 13F Holders as of 12/31/2020
-
Type / Class
-
Equity / US S CAP QTY DIV
-
Number of holders
-
57
-
Total 13F shares, excl. options
-
1.64M
-
Shares change
-
+302K
-
Total reported value, excl. options
-
$64.9M
-
Value change
-
+$12.5M
-
Number of buys
-
27
-
Number of sells
-
-17
-
Price
-
$39.55
Significant Holders of WISDOMTREE TR - US S CAP QTY DIV (DGRS) as of Q4 2020
61 filings reported holding DGRS - WISDOMTREE TR - US S CAP QTY DIV as of Q4 2020.
WISDOMTREE TR - US S CAP QTY DIV (DGRS) has 57 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. (278K shares), UBS Group AG (203K shares), Private Wealth Strategies, L.L.C. (178K shares), BANK OF AMERICA CORP /DE/ (154K shares), MORGAN STANLEY (117K shares), Adams Chetwood Wealth Management LLC (98K shares), COMMONWEALTH EQUITY SERVICES, LLC (62K shares), RAYMOND JAMES & ASSOCIATES (55.4K shares), LPL Financial LLC (48.3K shares), and XML Financial, LLC (48.1K shares).
This table shows the top 57 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.