Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / US MIDCAP DIVID
-
Number of holders
-
307
-
Total 13F shares, excl. options
-
33,700,066
-
Shares change
-
-3,533,321
-
Total reported value, excl. options
-
$1,363,605,692
-
Value change
-
-$135,370,134
-
Number of buys
-
110
-
Number of sells
-
-156
-
Price
-
$40.42
Significant Holders of WISDOMTREE TR - US MIDCAP DIVID (DON) as of Q1 2021
335 filings reported holding DON - WISDOMTREE TR - US MIDCAP DIVID as of Q1 2021.
WISDOMTREE TR - US MIDCAP DIVID (DON) has 307 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 33,700,066 shares
.
Largest 10 shareholders include MORGAN STANLEY (3,471,518 shares), BANK OF AMERICA CORP /DE/ (2,769,749 shares), Linscomb & Williams, Inc. (2,423,719 shares), UBS Group AG (1,466,242 shares), AMERIPRISE FINANCIAL INC (1,289,543 shares), Creative Planning (1,273,174 shares), LPL Financial LLC (1,089,436 shares), WELLS FARGO & COMPANY/MN (977,501 shares), ADVISOR GROUP HOLDINGS, INC. (927,660 shares), and Financial Planning & Information Services, Inc. (839,686 shares).
This table shows the top 307 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.