Q3 2021 13F Holders as of 30 Sep 2021
-
Type / Class
-
Equity / US S CAP QTY DIV
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Number of holders
-
66
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Total 13F shares, excl. options
-
2,269,365
-
Shares change
-
-21,628
-
Total reported value, excl. options
-
$100,854,555
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Value change
-
-$1,120,936
-
Number of buys
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30
-
Number of sells
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-22
-
Price
-
$44.37
Significant Holders of WISDOMTREE TR - US S CAP QTY DIV (DGRS) as of Q3 2021
71 filings reported holding DGRS - WISDOMTREE TR - US S CAP QTY DIV as of Q3 2021.
WISDOMTREE TR - US S CAP QTY DIV (DGRS) has 66 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2,269,365 shares
.
Largest 10 shareholders include UBS Group AG (435,278 shares), Linscomb & Williams, Inc. (248,054 shares), BANK OF AMERICA CORP /DE/ (241,982 shares), Private Wealth Strategies, L.L.C. (225,938 shares), MORGAN STANLEY (199,157 shares), RAYMOND JAMES & ASSOCIATES (111,302 shares), ADVISOR GROUP HOLDINGS, INC. (106,209 shares), LPL Financial LLC (105,345 shares), Adams Chetwood Wealth Management LLC (102,107 shares), and COMMONWEALTH EQUITY SERVICES, LLC (70,989 shares).
This table shows the top 66 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.