Security key
97717X651
- Type / Class
- Equity / US S CAP QTY DIV
- Total 13F shares
- 211,702
- Share change
- -153,788
- Total reported value
- $6,374,000
- Price per share
- $30.08
- Number of holders
- 7
- Value change
- -$4,547,672
- Number of buys
- 3
- Number of sells
- 6
Report period
Q1 2015
Institutions
7
Top holders
7
Broader feeds
Reporting periods
Holder history for CUSIP 97717X651
Recent filing periods:
Top shareholders of DGRS - WISDOMTREE TR - US S CAP QTY DIV (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.
Institutional Holders of WISDOMTREE TR - US S CAP QTY DIV (DGRS) as of Q1 2015
As of 31 Mar 2015,
WISDOMTREE TR - US S CAP QTY DIV (DGRS) was held by
7 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
211,702 shares.
The largest 7 holders included
Linscomb & Williams, Inc., BANK OF AMERICA CORP /DE/, ROYAL BANK OF CANADA, MORGAN STANLEY, LPL Financial LLC, CADENCE BANK NA, and UBS Group AG.
This page lists
7
institutional shareholders reporting positions in this security
for the Q1 2015 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q1 2015 vs Q4 2014 Across Filers
Q4 2014 holders
8
Q1 2015 holders
7
Holder diff
-1
| Investor | Q4 2014 Shares | Q1 2015 Shares | Share Diff | Share Chg % | Q4 2014 Value $ | Q1 2015 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* 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.
An asterisk sign (*) next to the price indicates that the price is likely invalid.