Q2 2020 13F Holders as of 30 Jun 2020
-
Type / Class
-
Equity / US S CAP QTY DIV
-
Total 13F shares
-
1,371,971
-
Share change
-
+72,283
-
Total reported value
-
$41,261,526
-
Price per share
-
$30.03
-
Number of holders
-
51
-
Value change
-
+$2,875,384
-
Number of buys
-
20
-
Number of sells
-
29
Institutional Holders of WISDOMTREE TR - US S CAP QTY DIV (DGRS) as of Q2 2020
As of 30 Jun 2020 WISDOMTREE TR - US S CAP QTY DIV (DGRS) had 51 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 1,371,971 shares of stock of the company.
Largest 10 holders included Linscomb & Williams, Inc., MORGAN STANLEY, Private Wealth Strategies, L.L.C., Adams Chetwood Wealth Management LLC, BANK OF AMERICA CORP /DE/, LVM CAPITAL MANAGEMENT LTD/MI, COMMONWEALTH EQUITY SERVICES, LLC, LPL Financial LLC, RAYMOND JAMES & ASSOCIATES, and HighTower Advisors, LLC.
This table shows 51 institutional shareholders of the security as of 30 Jun 2020.
| 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.