Security key
97717W471
- Type / Class
- Equity / BLMBG US BULL
- Total 13F shares
- 10,282,720
- Share change
- +3,557,045
- Total reported value
- $293,777,000
- Price per share
- $28.57
- Number of holders
- 25
- Value change
- +$102,061,324
- Number of buys
- 21
- Number of sells
- 5
Report period
Q1 2015
Institutions
25
Top holders
10
Broader feeds
Reporting periods
Holder history for CUSIP 97717W471
Recent filing periods:
Top shareholders of USDU - WISDOMTREE TR - BLMBG US BULL (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.
Institutional Holders of WISDOMTREE TR - BLMBG US BULL (USDU) as of Q1 2015
As of 31 Mar 2015,
WISDOMTREE TR - BLMBG US BULL (USDU) was held by
25 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
10,282,720 shares.
The largest 10 holders included
BANK OF AMERICA CORP /DE/, Simply Money Advisors, Pinnacle Advisory Group, Inc., NOTTINGHAM ADVISORS, INC., MORGAN STANLEY, HighTower Advisors, LLC, LifePlan Financial Group, Inc, Confluence Wealth Management LLC, Community Bank, N.A., and LPL Financial LLC.
This page lists
25
institutional shareholders reporting positions in this security
for the Q1 2015 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q1 2015 vs Q4 2014 Across Filers
Q4 2014 holders
13
Q1 2015 holders
25
Holder diff
12
| Investor | Q4 2014 Shares | Q1 2015 Shares | Share Diff | Share Chg % | Q4 2014 Value $ | Q1 2015 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* 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.
An asterisk sign (*) next to the price indicates that the price is likely invalid.