Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / US S CAP QTY DIV
-
Number of holders
-
67
-
Total 13F shares, excl. options
-
2,156,681
-
Shares change
-
+486,261
-
Total reported value, excl. options
-
$99,122,152
-
Value change
-
+$22,509,075
-
Number of buys
-
29
-
Number of sells
-
-21
-
Price
-
$46.04
Significant Holders of WISDOMTREE TR - US S CAP QTY DIV (DGRS) as of Q1 2021
71 filings reported holding DGRS - WISDOMTREE TR - US S CAP QTY DIV as of Q1 2021.
WISDOMTREE TR - US S CAP QTY DIV (DGRS) has 67 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2,156,681 shares
.
Largest 10 shareholders include UBS Group AG (416,521 shares), BANK OF AMERICA CORP /DE/ (271,744 shares), Linscomb & Williams, Inc. (265,038 shares), Private Wealth Strategies, L.L.C. (207,531 shares), MORGAN STANLEY (171,624 shares), Adams Chetwood Wealth Management LLC (100,384 shares), ADVISOR GROUP HOLDINGS, INC. (64,995 shares), COMMONWEALTH EQUITY SERVICES, LLC (62,353 shares), LPL Financial LLC (54,450 shares), and RAYMOND JAMES & ASSOCIATES (50,174 shares).
This table shows the top 67 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.