Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / INTL EQUITY FD
-
Number of holders
-
116
-
Total 13F shares, excl. options
-
5,917,365
-
Shares change
-
-161,107
-
Total reported value, excl. options
-
$310,602,666
-
Value change
-
-$8,327,036
-
Number of buys
-
42
-
Number of sells
-
-51
-
Price
-
$52.58
Significant Holders of WISDOMTREE TR - INTL EQUITY FD (DWM) as of Q1 2021
128 filings reported holding DWM - WISDOMTREE TR - INTL EQUITY FD as of Q1 2021.
WISDOMTREE TR - INTL EQUITY FD (DWM) has 116 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 5,917,365 shares
.
Largest 10 shareholders include SIGNATURE ESTATE & INVESTMENT ADVISORS LLC (836,455 shares), MORGAN STANLEY (768,587 shares), Cambridge Investment Research Advisors, Inc. (322,808 shares), SHAKESPEARE WEALTH MANAGEMENT, INC. (303,093 shares), BANK OF AMERICA CORP /DE/ (275,460 shares), M Holdings Securities, Inc. (260,082 shares), UBS Group AG (186,642 shares), MISSION WEALTH MANAGEMENT, LP (185,052 shares), WELLS FARGO & COMPANY/MN (174,362 shares), and Pinnacle Wealth Planning Services, Inc. (169,378 shares).
This table shows the top 116 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.