Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / INTL LRGCAP DV
-
Number of holders
-
77
-
Total 13F shares, excl. options
-
4,686,982
-
Shares change
-
-31,371
-
Total reported value, excl. options
-
$221,852,615
-
Value change
-
-$1,448,739
-
Number of buys
-
30
-
Number of sells
-
-31
-
Price
-
$47.33
Significant Holders of WISDOMTREE TR - INTL LRGCAP DV (DOL) as of Q1 2021
83 filings reported holding DOL - WISDOMTREE TR - INTL LRGCAP DV as of Q1 2021.
WISDOMTREE TR - INTL LRGCAP DV (DOL) has 77 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4,686,982 shares
.
Largest 10 shareholders include Creative Planning (2,258,578 shares), MORGAN STANLEY (477,475 shares), HUNTINGTON NATIONAL BANK (434,641 shares), BANK OF AMERICA CORP /DE/ (124,764 shares), Key Financial Inc (111,413 shares), FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. (101,848 shares), ROYAL BANK OF CANADA (85,276 shares), Baystate Wealth Management LLC (82,912 shares), UBS Group AG (79,607 shares), and Avidian Wealth Solutions, LLC (79,034 shares).
This table shows the top 77 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.