Q1 2018 13F Holders as of 3/31/2018
-
Type / Class
-
Equity / US SMALLCAP FUND
-
Number of holders
-
79
-
Total 13F shares, excl. options
-
8.13M
-
Shares change
-
+515K
-
Total reported value, excl. options
-
$290M
-
Value change
-
+$18.3M
-
Number of buys
-
41
-
Number of sells
-
-30
-
Price
-
$35.73
Significant Holders of WISDOMTREE TR - US SMALLCAP FUND (EES) as of Q1 2018
85 filings reported holding EES - WISDOMTREE TR - US SMALLCAP FUND as of Q1 2018.
WISDOMTREE TR - US SMALLCAP FUND (EES) has 79 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 8.13M shares
.
Largest 10 shareholders include MORGAN STANLEY (1.55M shares), 3D ASSET MANAGEMENT, INC (938K shares), SVA Plumb Wealth Management, LLC (884K shares), UBS Group AG (715K shares), Linscomb & Williams, Inc. (657K shares), BANK OF AMERICA CORP /DE/ (644K shares), WELLS FARGO & COMPANY/MN (385K shares), HighTower Advisors, LLC (193K shares), ENVESTNET ASSET MANAGEMENT INC (162K shares), and ROYAL BANK OF CANADA (141K shares).
This table shows the top 79 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.