Q2 2021 13F Holders as of 30 Jun 2021
-
Type / Class
-
Equity / US S CAP QTY DIV
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Number of holders
-
68
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Total 13F shares, excl. options
-
2,310,583
-
Shares change
-
+169,305
-
Total reported value, excl. options
-
$107,493,705
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Value change
-
+$8,183,672
-
Number of buys
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31
-
Number of sells
-
-22
-
Price
-
$46.47
Significant Holders of WISDOMTREE TR - US S CAP QTY DIV (DGRS) as of Q2 2021
73 filings reported holding DGRS - WISDOMTREE TR - US S CAP QTY DIV as of Q2 2021.
WISDOMTREE TR - US S CAP QTY DIV (DGRS) has 68 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2,310,583 shares
.
Largest 10 shareholders include UBS Group AG (472,990 shares), BANK OF AMERICA CORP /DE/ (273,991 shares), Linscomb & Williams, Inc. (258,487 shares), Private Wealth Strategies, L.L.C. (213,878 shares), MORGAN STANLEY (166,309 shares), RAYMOND JAMES & ASSOCIATES (116,882 shares), Adams Chetwood Wealth Management LLC (102,757 shares), OSAIC HOLDINGS, INC. (100,148 shares), LPL Financial LLC (85,070 shares), and COMMONWEALTH EQUITY SERVICES, LLC (68,125 shares).
This table shows the top 68 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.