Q4 2014 13F Holders as of 31 Dec 2014
-
Type / Class
-
Equity / GLB US QTLY DIV
-
Total 13F shares
-
728,767
-
Share change
-
+251,491
-
Total reported value
-
$36,162,974
-
Price per share
-
$49.62
-
Number of holders
-
22
-
Value change
-
+$12,476,167
-
Number of buys
-
9
-
Number of sells
-
10
Institutional Holders of WISDOMTREE TR - GLB US QTLY DIV (DNL) as of Q4 2014
As of 31 Dec 2014,
WISDOMTREE TR - GLB US QTLY DIV (DNL) was held by
22 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
728,767 shares.
The largest 10 holders included
3D ASSET MANAGEMENT, INC, CLS Investments, LLC, ENVESTNET ASSET MANAGEMENT INC, BANK OF AMERICA CORP /DE/, Patton Albertson & Miller, LLC, UBS Group AG, MORGAN STANLEY, LADENBURG THALMANN FINANCIAL SERVICES INC, LPL Financial LLC, and ATRIA INVESTMENTS LLC.
This page lists
22
institutional shareholders reporting positions in this security
for the Q4 2014 filing period.
| 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.