Q1 2014 13F Holders as of 3/31/2014
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Type / Class
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Equity / US MIDCAP DIVID
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Number of holders
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102
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Total 13F shares, excl. options
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5.37M
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Shares change
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+359K
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Total reported value, excl. options
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$413M
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Value change
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+$27.6M
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Number of buys
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55
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Number of sells
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-28
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Price
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$77.06
Significant Holders of WISDOMTREE TR - US MIDCAP DIVID (DON) as of Q1 2014
107 filings reported holding DON - WISDOMTREE TR - US MIDCAP DIVID as of Q1 2014.
WISDOMTREE TR - US MIDCAP DIVID (DON) has 102 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 5.37M shares
.
Largest 10 shareholders include MORGAN STANLEY (841K shares), Linscomb & Williams, Inc. (686K shares), WELLS FARGO & COMPANY/MN (454K shares), UBS AG (446K shares), BANK OF AMERICA CORP /DE/ (420K shares), Jacobus Wealth Management, Inc. (217K shares), Creative Planning (206K shares), Clark Capital Management Group, Inc. (194K shares), LPL Financial LLC (157K shares), and New England Investment & Retirement Group, Inc. (146K shares).
This table shows the top 102 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.