Q1 2021 13F Holders as of 3/31/2021
-
Type / Class
-
Equity / US S CAP QTY DIV
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Number of holders
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66
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Total 13F shares, excl. options
-
2.16M
-
Shares change
-
+485K
-
Total reported value, excl. options
-
$99.1M
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Value change
-
+$22.5M
-
Number of buys
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28
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Number of sells
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-21
-
Price
-
$46.04
Significant Holders of WISDOMTREE TR - US S CAP QTY DIV (DGRS) as of Q1 2021
71 filings reported holding DGRS - WISDOMTREE TR - US S CAP QTY DIV as of Q1 2021.
WISDOMTREE TR - US S CAP QTY DIV (DGRS) has 66 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2.16M shares
.
Largest 10 shareholders include UBS Group AG (417K shares), BANK OF AMERICA CORP /DE/ (272K shares), Linscomb & Williams, Inc. (265K shares), Private Wealth Strategies, L.L.C. (208K shares), MORGAN STANLEY (172K shares), Adams Chetwood Wealth Management LLC (100K shares), ADVISOR GROUP HOLDINGS, INC. (65K shares), COMMONWEALTH EQUITY SERVICES, LLC (62.4K shares), LPL Financial LLC (54.5K shares), and RAYMOND JAMES & ASSOCIATES (50.2K shares).
This table shows the top 66 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.