Q2 2014 13F Holders as of 6/30/2014
-
Type / Class
-
Equity / US SMALLCAP FUND
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Number of holders
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59
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Total 13F shares, excl. options
-
2.54M
-
Shares change
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+43.2K
-
Total reported value, excl. options
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$210M
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Value change
-
+$3.63M
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Number of buys
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29
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Number of sells
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-21
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Price
-
$82.63
Significant Holders of WISDOMTREE TR - US SMALLCAP FUND (EES) as of Q2 2014
63 filings reported holding EES - WISDOMTREE TR - US SMALLCAP FUND as of Q2 2014.
WISDOMTREE TR - US SMALLCAP FUND (EES) has 59 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2.54M shares
.
Largest 10 shareholders include 3D ASSET MANAGEMENT, INC (448K shares), UBS AG (266K shares), Gradient Investments LLC (206K shares), MORGAN STANLEY (199K shares), WELLS FARGO & COMPANY/MN (179K shares), SVA Plumb Wealth Management, LLC (161K shares), Edgemoor Investment Advisors, Inc. (114K shares), SUSQUEHANNA INTERNATIONAL GROUP, LLP (112K shares), Linscomb & Williams, Inc. (102K shares), and ENVESTNET ASSET MANAGEMENT INC (99.4K shares).
This table shows the top 59 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.