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

(ETF)
DTN 
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0.21%
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Ownership Summary as reported in the most recent 13F filings


Institutional Ownership 26.67%
Total Shares Outstanding (millions) 9
Total Value of Holdings (millions) $217

Active Positions

Holders Shares
Increased Positions 48 340,607
Decreased Positions 70 421,297
Held Positions 34 1,718,306
Total Institutional Shares 152 2,480,210

New and Sold Out Positions


Holders Shares
New Positions 14 233,836
Sold Out Positions 19 81,744

152 Institutional Holders
2,480,210 Total Shares Held


Click on the column header links to resort ascending (▲) or descending (▼).
Owner Name Date Shared Held Change (Shares) Change (%) Value (in 1,000s)
MORGAN STANLEY 03/31/2018 230,348 (40,011) (14.8) 20,198
WELLS FARGO & COMPANY/MN 03/31/2018 186,451 5,612 3.10 16,349
GFS PRIVATE WEALTH, LLC 12/31/2017 153,703 153,703 New 13,477
BANK OF AMERICA CORP /DE/ 03/31/2018 153,266 (64,464) (29.61) 13,439
UBS GROUP AG 03/31/2018 127,831 (12,312) (8.79) 11,209
ROYAL BANK OF CANADA 03/31/2018 100,176 26,780 36.49 8,784
COMMONWEALTH EQUITY SERVICES, LLC 03/31/2018 86,222 (4,304) (4.75) 7,560
JAFFETILCHIN INVESTMENT PARTNERS, LLC 03/31/2018 83,424 1,707 2.09 7,315
HOLT CAPITAL ADVISORS, L.L.C. DBA HOLT CAPITAL PARTNERS, L.P 03/31/2018 82,145 (215) (0.26) 7,203
LPL FINANCIAL LLC 03/31/2018 69,548 4,131 6.32 6,098
LOWE WEALTH ADVISORS, LLC 03/31/2018 69,539 (1,652) (2.32) 6,098
JACOBUS WEALTH MANAGEMENT, INC. 09/30/2017 65,622 (10,345) (13.62) 5,754
WELL DONE, LLC 03/31/2018 63,675 (1,134) (1.75) 5,583
JANE STREET GROUP, LLC 03/31/2018 46,689 13,479 40.59 4,094
CITADEL ADVISORS LLC 03/31/2018 46,199 31,567 215.74 4,051

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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