Q4 2017 13F Holders as of 12/31/2017
-
Type / Class
-
Equity / US SMALLCAP FUND
-
Number of holders
-
72
-
Total 13F shares, excl. options
-
7.63M
-
Shares change
-
+304K
-
Total reported value, excl. options
-
$276M
-
Value change
-
+$11.2M
-
Number of buys
-
34
-
Number of sells
-
-26
-
Price
-
$36.22
Significant Holders of WISDOMTREE TR - US SMALLCAP FUND (EES) as of Q4 2017
78 filings reported holding EES - WISDOMTREE TR - US SMALLCAP FUND as of Q4 2017.
WISDOMTREE TR - US SMALLCAP FUND (EES) has 72 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 7.63M shares
.
Largest 10 shareholders include MORGAN STANLEY (1.29M shares), 3D ASSET MANAGEMENT, INC (953K shares), SVA Plumb Wealth Management, LLC (894K shares), UBS Group AG (744K shares), BANK OF AMERICA CORP /DE/ (632K shares), Linscomb & Williams, Inc. (605K shares), WELLS FARGO & COMPANY/MN (294K shares), CUTLER INVESTMENT COUNSEL LLC (213K shares), ENVESTNET ASSET MANAGEMENT INC (199K shares), and HighTower Advisors, LLC (190K shares).
This table shows the top 72 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.