Q1 2016 13F Holders as of 3/31/2016
-
Type / Class
-
Equity / US SMALLCAP FUND
-
Number of holders
-
59
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Total 13F shares, excl. options
-
2.2M
-
Shares change
-
+46.5K
-
Total reported value, excl. options
-
$169M
-
Value change
-
+$3.69M
-
Number of buys
-
20
-
Number of sells
-
-33
-
Price
-
$76.93
Significant Holders of WISDOMTREE TR - US SMALLCAP FUND (EES) as of Q1 2016
68 filings reported holding EES - WISDOMTREE TR - US SMALLCAP FUND as of Q1 2016.
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 2.2M shares
.
Largest 10 shareholders include MORGAN STANLEY (345K shares), 3D ASSET MANAGEMENT, INC (305K shares), UBS Group AG (263K shares), SVA Plumb Wealth Management, LLC (220K shares), BANK OF AMERICA CORP /DE/ (214K shares), Linscomb & Williams, Inc. (147K shares), ENVESTNET ASSET MANAGEMENT INC (123K shares), GOLDMAN SACHS GROUP INC (68.9K shares), Cambridge Investment Research Advisors, Inc. (67.8K shares), and LPL Financial LLC (41.2K 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.