Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / US S CAP QTY DIV
-
Total 13F shares
-
2,156,481
-
Share change
-
+485,265
-
Total reported value
-
$99,112,944
-
Price per share
-
$46.04
-
Number of holders
-
66
-
Value change
-
+$22,463,227
-
Number of buys
-
28
-
Number of sells
-
21
Institutional Holders of WISDOMTREE TR - US S CAP QTY DIV (DGRS) as of Q1 2021
As of 31 Mar 2021 WISDOMTREE TR - US S CAP QTY DIV (DGRS) had 66 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 2,156,481 shares of stock of the company.
Largest 10 holders included UBS Group AG, BANK OF AMERICA CORP /DE/, Linscomb & Williams, Inc., Private Wealth Strategies, L.L.C., MORGAN STANLEY, Adams Chetwood Wealth Management LLC, ADVISOR GROUP HOLDINGS, INC., COMMONWEALTH EQUITY SERVICES, LLC, LPL Financial LLC, and RAYMOND JAMES & ASSOCIATES.
This table shows 67 institutional shareholders of the security as of 31 Mar 2021.
| 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.