Q1 2014 13F Holders as of 3/31/2014
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Type / Class
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Equity / Exchange-Traded Fund
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Shares outstanding
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181M
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Number of holders
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21
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Total 13F shares, excl. options
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923K
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Shares change
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+252K
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Total reported value, excl. options
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$25.8M
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Value change
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+$7.06M
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Number of buys
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11
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Number of sells
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-7
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Price
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$27.99
Significant Holders of WisdomTree U.S. Quality Dividend Growth Fund - Exchange-Traded Fund (DGRW) as of Q1 2014
23 filings reported holding DGRW - WisdomTree U.S. Quality Dividend Growth Fund - Exchange-Traded Fund as of Q1 2014.
WisdomTree U.S. Quality Dividend Growth Fund - Exchange-Traded Fund (DGRW) has 21 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 923K shares
of 181M outstanding shares and own 0.51% of the company stock.
Largest 10 shareholders include UBS AG (184K shares), MORGAN STANLEY (183K shares), Jacobus Wealth Management, Inc. (182K shares), BANK OF AMERICA CORP /DE/ (171K shares), Country Club Trust Company, n.a. (37.1K shares), LPL Financial LLC (36.3K shares), Private Wealth Advisors, Inc. (35.3K shares), ROYAL BANK OF CANADA (28.8K shares), SUSQUEHANNA INTERNATIONAL GROUP, LLP (26.2K shares), and USCA RIA LLC (15.9K shares).
This table shows the top 21 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.