Q1 2021 13F Holders as of 31 Mar 2021
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Type / Class
-
Equity / INTL SMCAP DIV
-
Shares outstanding
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12,752,282
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Number of holders
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191
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Total 13F shares, excl. options
-
7,234,376
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Shares change
-
-427,340
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Total reported value, excl. options
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$522,822,364
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Value change
-
-$30,759,799
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Number of buys
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81
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Number of sells
-
-84
-
Price
-
$72.23
Significant Holders of WisdomTree Trust - INTL SMCAP DIV (DLS) as of Q1 2021
212 filings reported holding DLS - WisdomTree Trust - INTL SMCAP DIV as of Q1 2021.
WisdomTree Trust - INTL SMCAP DIV (DLS) has 191 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 7,234,376 shares
of 12,752,282 outstanding shares and own 56.73% of the company stock.
Largest 10 shareholders include Savant Capital, LLC (1,310,051 shares), Efficient Advisors, LLC (551,119 shares), BANK OF AMERICA CORP /DE/ (424,395 shares), 3D/L Capital Management, LLC (308,036 shares), MORGAN STANLEY (227,893 shares), Great Point Wealth Advisors, LLC (221,771 shares), UBS Group AG (221,474 shares), M Holdings Securities, Inc. (207,792 shares), ENVESTNET ASSET MANAGEMENT INC (163,446 shares), and SHAKESPEARE WEALTH MANAGEMENT, INC. (141,639 shares).
This table shows the top 191 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.