Q4 2014 13F Holders as of 31 Dec 2014
-
Type / Class
-
Equity / GLB US QTLY DIV
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Number of holders
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22
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Total 13F shares, excl. options
-
728,767
-
Shares change
-
+251,491
-
Total reported value, excl. options
-
$36,162,974
-
Value change
-
+$12,476,167
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Number of buys
-
9
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Number of sells
-
-10
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Price
-
$49.62
Significant Holders of WISDOMTREE TR - GLB US QTLY DIV (DNL) as of Q4 2014
25 filings reported holding DNL - WISDOMTREE TR - GLB US QTLY DIV as of Q4 2014.
WISDOMTREE TR - GLB US QTLY DIV (DNL) has 22 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 728,767 shares
.
Largest 10 shareholders include 3D ASSET MANAGEMENT, INC (377,064 shares), CLS Investments, LLC (114,407 shares), ENVESTNET ASSET MANAGEMENT INC (97,254 shares), BANK OF AMERICA CORP /DE/ (46,820 shares), Patton Albertson & Miller, LLC (16,960 shares), UBS Group AG (15,537 shares), MORGAN STANLEY (14,070 shares), LADENBURG THALMANN FINANCIAL SERVICES INC (10,862 shares), LPL Financial LLC (10,400 shares), and ATRIA INVESTMENTS LLC (9,063 shares).
This table shows the top 22 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.