- Type / Class
- Equity / US S CAP QTY DIV
- Total 13F shares
- 304,090
- Share change
- +52,432
- Total reported value
- $7,918,000
- Price per share
- $25.99
- Number of holders
- 13
- Value change
- +$1,364,959
- Number of buys
- 9
- Number of sells
- 4
Quarterly Holders Quick Answers
What is CUSIP 97717X651?
CUSIP 97717X651 identifies DGRS - WISDOMTREE TR - US S CAP QTY DIV in SEC institutional holdings data.
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Explore More Reporting Periods
Jump to adjacent filing periods for faster comparison and easier crawl discovery.
Recent filing periods for CUSIP 97717X651:
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 Q3 2015
As of 30 Sep 2015,
WISDOMTREE TR - US S CAP QTY DIV (DGRS) was held by
13 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
304,090 shares.
The largest 10 holders included
Linscomb & Williams, Inc., UBS Group AG, MORGAN STANLEY, LPL Financial LLC, BANK OF AMERICA CORP /DE/, CITADEL ADVISORS LLC, Cambridge Investment Research Advisors, Inc., SUSQUEHANNA INTERNATIONAL GROUP, LLP, ROYAL BANK OF CANADA, and Commonwealth Equity Services, Inc.
This page lists
13
institutional shareholders reporting positions in this security
for the Q3 2015 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q3 2015 vs Q2 2015 Across Filers
Q2 2015 holders
10
Q3 2015 holders
13
Holder diff
3
| Investor | Q2 2015 Shares | Q3 2015 Shares | Share Diff | Share Chg % | Q2 2015 Value $ | Q3 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.