Q2 2024 13F Holders as of 6/30/2024
-
Type / Class
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Equity / US SMALLCAP FUND
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Number of holders
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141
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Total 13F shares, excl. options
-
7.29M
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Shares change
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-370K
-
Total reported value, excl. options
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$344M
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Value change
-
-$17.7M
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Number of buys
-
53
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Number of sells
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-51
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Price
-
$47.13
Significant Holders of WISDOMTREE TR - US SMALLCAP FUND (EES) as of Q2 2024
149 filings reported holding EES - WISDOMTREE TR - US SMALLCAP FUND as of Q2 2024.
WISDOMTREE TR - US SMALLCAP FUND (EES) has 141 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 7.29M shares
.
Largest 10 shareholders include MORGAN STANLEY (815K shares), BANK OF AMERICA CORP /DE/ (802K shares), UBS Group AG (688K shares), AMERIPRISE FINANCIAL INC (487K shares), Cetera Investment Advisers (389K shares), LPL Financial LLC (355K shares), Savant Capital, LLC (334K shares), Shore Point Advisors, LLC (279K shares), Linscomb Wealth, Inc. (210K shares), and Global Retirement Partners, LLC (204K shares).
This table shows the top 141 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.