Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / US S CAP QTY DIV
-
Total 13F shares
-
2,156,681
-
Share change
-
+486,261
-
Total reported value
-
$99,122,152
-
Price per share
-
$46.04
-
Number of holders
-
67
-
Value change
-
+$22,509,075
-
Number of buys
-
29
-
Number of sells
-
21
Institutional Holders of WISDOMTREE TR - US S CAP QTY DIV (DGRS) as of Q1 2021
As of 31 Mar 2021,
WISDOMTREE TR - US S CAP QTY DIV (DGRS) was held by
67 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,156,681 shares.
The largest 10 holders included
UBS Group AG, BANK OF AMERICA CORP /DE/, Linscomb & Williams, Inc., Private Wealth Strategies, L.L.C., MORGAN STANLEY, Adams Chetwood Wealth Management LLC, ADVISOR GROUP HOLDINGS, INC., COMMONWEALTH EQUITY SERVICES, LLC, LPL Financial LLC, and RAYMOND JAMES & ASSOCIATES.
This page lists
67
institutional shareholders reporting positions in this security
for the Q1 2021 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.