Q3 2023 13F Holders as of 9/30/2023
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Type / Class
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Equity / US SMALLCAP FUND
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Number of holders
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124
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Total 13F shares, excl. options
-
7.44M
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Shares change
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+34.8K
-
Total reported value, excl. options
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$322M
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Value change
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+$1.4M
-
Number of buys
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44
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Number of sells
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-46
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Price
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$43.27
Significant Holders of WISDOMTREE TR - US SMALLCAP FUND (EES) as of Q3 2023
129 filings reported holding EES - WISDOMTREE TR - US SMALLCAP FUND as of Q3 2023.
WISDOMTREE TR - US SMALLCAP FUND (EES) has 124 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 7.44M shares
.
Largest 10 shareholders include UBS Group AG (886K shares), MORGAN STANLEY (878K shares), BANK OF AMERICA CORP /DE/ (723K shares), LPL Financial LLC (470K shares), Raymond James Financial Services Advisors, Inc. (443K shares), Savant Capital, LLC (355K shares), Shore Point Advisors, LLC (274K shares), Linscomb & Williams, Inc. (242K shares), AMERIPRISE FINANCIAL INC (240K shares), and 3D/L Capital Management, LLC (202K shares).
This table shows the top 124 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.