Q1 2019 13F Holders as of 3/31/2019
-
Type / Class
-
Equity / US SMALLCAP FUND
-
Number of holders
-
111
-
Total 13F shares, excl. options
-
9.96M
-
Shares change
-
+941K
-
Total reported value, excl. options
-
$360M
-
Value change
-
+$34.2M
-
Number of buys
-
55
-
Number of sells
-
-30
-
Price
-
$36.11
Significant Holders of WISDOMTREE TR - US SMALLCAP FUND (EES) as of Q1 2019
118 filings reported holding EES - WISDOMTREE TR - US SMALLCAP FUND as of Q1 2019.
WISDOMTREE TR - US SMALLCAP FUND (EES) has 111 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 9.96M shares
.
Largest 10 shareholders include MORGAN STANLEY (1.3M shares), SVA Plumb Wealth Management, LLC (1.13M shares), UBS Group AG (924K shares), BANK OF AMERICA CORP /DE/ (843K shares), Linscomb & Williams, Inc. (700K shares), 3D ASSET MANAGEMENT, INC (481K shares), WELLS FARGO & COMPANY/MN (384K shares), DAIDO LIFE INSURANCE CO (361K shares), ENVESTNET ASSET MANAGEMENT INC (296K shares), and LADENBURG THALMANN FINANCIAL SERVICES INC. (279K shares).
This table shows the top 111 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.