Q3 2018 13F Holders as of 9/30/2018
-
Type / Class
-
Equity / US SMALLCAP FUND
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Number of holders
-
101
-
Total 13F shares, excl. options
-
9.3M
-
Shares change
-
+298K
-
Total reported value, excl. options
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$370M
-
Value change
-
+$11.9M
-
Number of buys
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53
-
Number of sells
-
-26
-
Price
-
$39.84
Significant Holders of WISDOMTREE TR - US SMALLCAP FUND (EES) as of Q3 2018
108 filings reported holding EES - WISDOMTREE TR - US SMALLCAP FUND as of Q3 2018.
WISDOMTREE TR - US SMALLCAP FUND (EES) has 101 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 9.3M shares
.
Largest 10 shareholders include MORGAN STANLEY (1.67M shares), SVA Plumb Wealth Management, LLC (942K shares), 3D ASSET MANAGEMENT, INC (922K shares), UBS Group AG (821K shares), BANK OF AMERICA CORP /DE/ (811K shares), Linscomb & Williams, Inc. (701K shares), WELLS FARGO & COMPANY/MN (487K shares), DAIDO LIFE INSURANCE CO (361K shares), HighTower Advisors, LLC (199K shares), and ENVESTNET ASSET MANAGEMENT INC (166K shares).
This table shows the top 101 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.