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WisdomTree U.S. Dividend ex-Financials Fund Institutional Ownership

(ETF)
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2.43%
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Ownership Summary as reported in the most recent 13F filings


Institutional Ownership 45.88%
Total Shares Outstanding (millions) 9
Total Value of Holdings (millions) $356

Active Positions

Holders Shares
Increased Positions 44 2,416,659
Decreased Positions 57 160,214
Held Positions 40 1,690,211
Total Institutional Shares 141 4,267,084

New and Sold Out Positions


Holders Shares
New Positions 15 203,455
Sold Out Positions 11 87,498

141 Institutional Holders
4,267,084 Total Shares Held


Click on the column header links to resort ascending (▲) or descending (▼).


Owner Name Date Shares Held Change (Shares) Change (%) Value (in 1,000s)
REHMANN CAPITAL ADVISORY GROUP 09/30/2018 2,137,340 2,113,959 9,041.35 178,340
MORGAN STANLEY 09/30/2018 223,205 1,820 .82 18,624
GFS PRIVATE WEALTH, LLC 12/31/2017 153,703 153,703 New 12,825
BANK OF AMERICA CORP /DE/ 09/30/2018 129,962 2,331 1.83 10,844
UBS GROUP AG 09/30/2018 113,652 (9,050) (7.38) 9,483
JAFFETILCHIN INVESTMENT PARTNERS, LLC 09/30/2018 84,477 819 .98 7,049
COMMONWEALTH EQUITY SERVICES, LLC 09/30/2018 82,282 (4,222) (4.88) 6,866
HOLT CAPITAL ADVISORS, L.L.C. DBA HOLT CAPITAL PARTNERS, L.P 09/30/2018 81,400 (675) (0.82) 6,792
ROYAL BANK OF CANADA 09/30/2018 76,504 (10,381) (11.95) 6,383
LOWE WEALTH ADVISORS, LLC 09/30/2018 69,579 (355) (0.51) 5,806
WELLS FARGO & COMPANY/MN 09/30/2018 68,834 (629) (0.91) 5,744
LPL FINANCIAL LLC 09/30/2018 55,125 (9,611) (14.85) 4,600
AMERIPRISE FINANCIAL INC 09/30/2018 48,212 12,223 33.96 4,023
WELL DONE, LLC 09/30/2018 42,353 (1,625) (3.7) 3,534
BEACON FINANCIAL GROUP 09/30/2018 40,796 (619) (1.5) 3,404

Institutional Holdings information for this company is filed by major institutions on form 13-F with the Securities and Exchange Commission.
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