Q3 2020 13F Holders as of 9/30/2020
-
Type / Class
-
Equity / US SMALLCAP FUND
-
Number of holders
-
95
-
Total 13F shares, excl. options
-
6.33M
-
Shares change
-
-788K
-
Total reported value, excl. options
-
$189M
-
Value change
-
-$23.2M
-
Number of buys
-
17
-
Number of sells
-
-69
-
Price
-
$29.87
Significant Holders of WISDOMTREE TR - US SMALLCAP FUND (EES) as of Q3 2020
108 filings reported holding EES - WISDOMTREE TR - US SMALLCAP FUND as of Q3 2020.
WISDOMTREE TR - US SMALLCAP FUND (EES) has 95 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 6.33M shares
.
Largest 10 shareholders include MORGAN STANLEY (723K shares), Savant Capital, LLC (599K shares), Linscomb & Williams, Inc. (495K shares), 3D ASSET MANAGEMENT, INC (450K shares), BANK OF AMERICA CORP /DE/ (423K shares), UBS Group AG (377K shares), Raymond James Financial Services Advisors, Inc. (288K shares), AMERIPRISE FINANCIAL INC (252K shares), ENVESTNET ASSET MANAGEMENT INC (204K shares), and COMMONWEALTH EQUITY SERVICES, LLC (183K shares).
This table shows the top 95 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.