Q4 2021 13F Holders as of 12/31/2021
-
Type / Class
-
Equity / US SMALLCAP FUND
-
Number of holders
-
122
-
Total 13F shares, excl. options
-
7.19M
-
Shares change
-
+571K
-
Total reported value, excl. options
-
$370M
-
Value change
-
+$29.6M
-
Number of buys
-
48
-
Number of sells
-
-46
-
Price
-
$51.40
Significant Holders of WISDOMTREE TR - US SMALLCAP FUND (EES) as of Q4 2021
134 filings reported holding EES - WISDOMTREE TR - US SMALLCAP FUND as of Q4 2021.
WISDOMTREE TR - US SMALLCAP FUND (EES) has 122 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 7.19M shares
.
Largest 10 shareholders include LPL Financial LLC (776K shares), UBS Group AG (761K shares), MORGAN STANLEY (733K shares), BANK OF AMERICA CORP /DE/ (561K shares), Savant Capital, LLC (450K shares), Linscomb & Williams, Inc. (370K shares), Raymond James Financial Services Advisors, Inc. (316K shares), 3D/L Capital Management, LLC (303K shares), AMERIPRISE FINANCIAL INC (247K shares), and ENVESTNET ASSET MANAGEMENT INC (221K shares).
This table shows the top 122 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.