Q3 2021 13F Holders as of 9/30/2021
-
Type / Class
-
Equity / US SMALLCAP FUND
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Number of holders
-
110
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Total 13F shares, excl. options
-
6.1M
-
Shares change
-
+13.9K
-
Total reported value, excl. options
-
$295M
-
Value change
-
+$618K
-
Number of buys
-
45
-
Number of sells
-
-42
-
Price
-
$48.33
Significant Holders of WISDOMTREE TR - US SMALLCAP FUND (EES) as of Q3 2021
120 filings reported holding EES - WISDOMTREE TR - US SMALLCAP FUND as of Q3 2021.
WISDOMTREE TR - US SMALLCAP FUND (EES) has 110 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 6.1M shares
.
Largest 10 shareholders include UBS Group AG (706K shares), MORGAN STANLEY (681K shares), BANK OF AMERICA CORP /DE/ (536K shares), Savant Capital, LLC (468K shares), Linscomb & Williams, Inc. (388K shares), ENVESTNET ASSET MANAGEMENT INC (316K shares), 3D/L Capital Management, LLC (300K shares), Raymond James Financial Services Advisors, Inc. (285K shares), LPL Financial LLC (280K shares), and AMERIPRISE FINANCIAL INC (229K shares).
This table shows the top 110 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.