Q3 2021 13F Holders as of 30 Sep 2021
-
Type / Class
-
Equity / US MIDCAP DIVID
-
Number of holders
-
312
-
Total 13F shares, excl. options
-
33,405,168
-
Shares change
-
-914,529
-
Total reported value, excl. options
-
$1,385,684,897
-
Value change
-
-$38,272,124
-
Number of buys
-
138
-
Number of sells
-
-116
-
Price
-
$41.45
Significant Holders of WISDOMTREE TR - US MIDCAP DIVID (DON) as of Q3 2021
334 filings reported holding DON - WISDOMTREE TR - US MIDCAP DIVID as of Q3 2021.
WISDOMTREE TR - US MIDCAP DIVID (DON) has 312 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 33,405,168 shares
.
Largest 10 shareholders include MORGAN STANLEY (3,315,272 shares), BANK OF AMERICA CORP /DE/ (2,705,422 shares), Linscomb & Williams, Inc. (2,420,622 shares), UBS Group AG (1,462,995 shares), AMERIPRISE FINANCIAL INC (1,286,354 shares), Creative Planning (1,267,690 shares), LPL Financial LLC (1,197,809 shares), WELLS FARGO & COMPANY/MN (966,712 shares), Financial Planning & Information Services, Inc. (930,278 shares), and ADVISOR GROUP HOLDINGS, INC. (806,437 shares).
This table shows the top 312 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.