Q3 2020 13F Holders as of 30 Sep 2020
-
Type / Class
-
Equity / US S CAP QTY DIV
-
Total 13F shares
-
1,335,159
-
Share change
-
-51,437
-
Total reported value
-
$41,127,705
-
Price per share
-
$30.70
-
Number of holders
-
48
-
Value change
-
-$1,561,672
-
Number of buys
-
15
-
Number of sells
-
26
Institutional Holders of WISDOMTREE TR - US S CAP QTY DIV (DGRS) as of Q3 2020
As of 30 Sep 2020,
WISDOMTREE TR - US S CAP QTY DIV (DGRS) was held by
48 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,335,159 shares.
The largest 10 holders included
Linscomb & Williams, Inc., Private Wealth Strategies, L.L.C., MORGAN STANLEY, Adams Chetwood Wealth Management LLC, BANK OF AMERICA CORP /DE/, COMMONWEALTH EQUITY SERVICES, LLC, RAYMOND JAMES & ASSOCIATES, XML Financial, LLC, LPL Financial LLC, and LVM CAPITAL MANAGEMENT LTD/MI.
This page lists
48
institutional shareholders reporting positions in this security
for the Q3 2020 filing period.
| 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.