Q2 2015 13F Holders as of 6/30/2015
-
Type / Class
-
Equity / US SMALLCAP FUND
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Number of holders
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60
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Total 13F shares, excl. options
-
2.23M
-
Shares change
-
+109K
-
Total reported value, excl. options
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$189M
-
Value change
-
+$9.21M
-
Number of buys
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32
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Number of sells
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-19
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Price
-
$84.68
Significant Holders of WISDOMTREE TR - US SMALLCAP FUND (EES) as of Q2 2015
65 filings reported holding EES - WISDOMTREE TR - US SMALLCAP FUND as of Q2 2015.
WISDOMTREE TR - US SMALLCAP FUND (EES) has 60 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2.23M shares
.
Largest 10 shareholders include MORGAN STANLEY (471K shares), UBS Group AG (264K shares), 3D ASSET MANAGEMENT, INC (206K shares), WELLS FARGO & COMPANY/MN (194K shares), SVA Plumb Wealth Management, LLC (190K shares), BANK OF AMERICA CORP /DE/ (168K shares), Linscomb & Williams, Inc. (125K shares), Cambridge Investment Research Advisors, Inc. (80.2K shares), ENVESTNET ASSET MANAGEMENT INC (75.3K shares), and CUTLER INVESTMENT COUNSEL LLC (61.6K shares).
This table shows the top 60 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.