Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / GLB US QTLY DIV
-
Number of holders
-
70
-
Total 13F shares, excl. options
-
2,986,500
-
Shares change
-
+665,187
-
Total reported value, excl. options
-
$231,789,034
-
Value change
-
+$51,669,906
-
Number of buys
-
54
-
Number of sells
-
-14
-
Price
-
$77.63
Significant Holders of WISDOMTREE TR - GLB US QTLY DIV (DNL) as of Q1 2021
75 filings reported holding DNL - WISDOMTREE TR - GLB US QTLY DIV as of Q1 2021.
WISDOMTREE TR - GLB US QTLY DIV (DNL) has 70 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2,986,500 shares
.
Largest 10 shareholders include MORGAN STANLEY (744,245 shares), BANK OF AMERICA CORP /DE/ (632,622 shares), AMERIPRISE FINANCIAL INC (184,699 shares), ROYAL BANK OF CANADA (176,699 shares), LEVEL FOUR ADVISORY SERVICES, LLC (158,355 shares), National Asset Management, Inc. (138,805 shares), Private Advisor Group, LLC (134,964 shares), WELLS FARGO & COMPANY/MN (114,347 shares), ENVESTNET ASSET MANAGEMENT INC (81,919 shares), and LPL Financial LLC (62,484 shares).
This table shows the top 70 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.