Q1 2020 13F Holders as of 3/31/2020
-
Type / Class
-
Equity / US SMALLCAP FUND
-
Number of holders
-
109
-
Total 13F shares, excl. options
-
11M
-
Shares change
-
-902K
-
Total reported value, excl. options
-
$245M
-
Value change
-
-$33.8M
-
Number of buys
-
38
-
Number of sells
-
-78
-
Price
-
$22.33
Significant Holders of WISDOMTREE TR - US SMALLCAP FUND (EES) as of Q1 2020
141 filings reported holding EES - WISDOMTREE TR - US SMALLCAP FUND as of Q1 2020.
WISDOMTREE TR - US SMALLCAP FUND (EES) has 109 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 11M shares
.
Largest 10 shareholders include MORGAN STANLEY (1.31M shares), SVA Wealth Management, LLC (1.24M shares), BANK OF AMERICA CORP /DE/ (1.1M shares), Linscomb & Williams, Inc. (765K shares), 3D ASSET MANAGEMENT, INC (564K shares), Savant Capital, LLC (558K shares), Huber Financial Advisors, LLC (558K shares), UBS Group AG (492K shares), Raymond James Financial Services Advisors, Inc. (363K shares), and COMMONWEALTH EQUITY SERVICES, LLC (258K shares).
This table shows the top 109 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.