Q1 2014 13F Holders as of 31 Mar 2014
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Type / Class
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Equity / INTL SMCAP DIV
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Shares outstanding
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12,752,282
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Number of holders
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91
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Total 13F shares, excl. options
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5,812,315
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Shares change
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+618,088
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Total reported value, excl. options
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$377,981,594
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Value change
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+$40,639,966
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Number of buys
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52
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Number of sells
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-28
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Price
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$65.03
Significant Holders of WisdomTree Trust - INTL SMCAP DIV (DLS) as of Q1 2014
98 filings reported holding DLS - WisdomTree Trust - INTL SMCAP DIV as of Q1 2014.
WisdomTree Trust - INTL SMCAP DIV (DLS) has 91 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 5,812,315 shares
of 12,752,282 outstanding shares and own 46% of the company stock.
Largest 10 shareholders include Efficient Advisors, LLC (757,888 shares), BANK OF MONTREAL /CAN/ (739,017 shares), MORGAN STANLEY (682,035 shares), BANK OF AMERICA CORP /DE/ (439,047 shares), SIGNATURE ESTATE & INVESTMENT ADVISORS LLC (340,746 shares), WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC (240,926 shares), 3D ASSET MANAGEMENT, INC (202,852 shares), Commonwealth Equity Services, Inc (202,382 shares), WELLS FARGO & COMPANY/MN (161,831 shares), and COMERICA BANK (137,457 shares).
This table shows the top 91 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.