Q2 2021 13F Holders as of 30 Jun 2021
-
Type / Class
-
Equity / INTL EQUITY FD
-
Number of holders
-
115
-
Total 13F shares, excl. options
-
5,598,477
-
Shares change
-
-318,928
-
Total reported value, excl. options
-
$305,095,558
-
Value change
-
-$17,039,542
-
Number of buys
-
43
-
Number of sells
-
-44
-
Price
-
$54.51
Significant Holders of WISDOMTREE TR - INTL EQUITY FD (DWM) as of Q2 2021
123 filings reported holding DWM - WISDOMTREE TR - INTL EQUITY FD as of Q2 2021.
WISDOMTREE TR - INTL EQUITY FD (DWM) has 115 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 5,598,477 shares
.
Largest 10 shareholders include SIGNATURE ESTATE & INVESTMENT ADVISORS LLC (798,990 shares), MORGAN STANLEY (751,977 shares), Cambridge Investment Research Advisors, Inc. (317,118 shares), BANK OF AMERICA CORP /DE/ (314,595 shares), SHAKESPEARE WEALTH MANAGEMENT, INC. (303,721 shares), M Holdings Securities, Inc. (241,894 shares), Pinnacle Wealth Planning Services, Inc. (184,574 shares), WELLS FARGO & COMPANY/MN (181,254 shares), MISSION WEALTH MANAGEMENT, LP (180,924 shares), and UBS Group AG (179,209 shares).
This table shows the top 115 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.