Q3 2022 13F Holders as of 9/30/2022
-
Type / Class
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Equity / US SMALLCAP FUND
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Number of holders
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114
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Total 13F shares, excl. options
-
8.44M
-
Shares change
-
+1.33M
-
Total reported value, excl. options
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$331M
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Value change
-
+$52M
-
Number of buys
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43
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Number of sells
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-47
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Price
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$39.17
Significant Holders of WISDOMTREE TR - US SMALLCAP FUND (EES) as of Q3 2022
125 filings reported holding EES - WISDOMTREE TR - US SMALLCAP FUND as of Q3 2022.
WISDOMTREE TR - US SMALLCAP FUND (EES) has 114 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 8.44M shares
.
Largest 10 shareholders include UBS Group AG (1.06M shares), MORGAN STANLEY (841K shares), LPL Financial LLC (611K shares), BANK OF AMERICA CORP /DE/ (566K shares), Raymond James Financial Services Advisors, Inc. (480K shares), Kestra Advisory Services, LLC (480K shares), Savant Capital, LLC (411K shares), Linscomb & Williams, Inc. (300K shares), 3D/L Capital Management, LLC (243K shares), and AMERIPRISE FINANCIAL INC (242K shares).
This table shows the top 114 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.