Q3 2024 13F Holders as of 30 Sep 2024
-
Type / Class
-
Equity / US SMALLCAP FUND
-
Total 13F shares
-
7,107,377
-
Share change
-
-271,432
-
Total reported value
-
$374,792,726
-
Price per share
-
$52.75
-
Number of holders
-
148
-
Value change
-
-$13,641,906
-
Number of buys
-
48
-
Number of sells
-
68
Institutional Holders of WISDOMTREE TR - US SMALLCAP FUND (EES) as of Q3 2024
As of 30 Sep 2024,
WISDOMTREE TR - US SMALLCAP FUND (EES) was held by
148 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
7,107,377 shares.
The largest 10 holders included
BANK OF AMERICA CORP /DE/, MORGAN STANLEY, UBS Group AG, AMERIPRISE FINANCIAL INC, Cetera Investment Advisers, LPL Financial LLC, Savant Capital, LLC, Shore Point Advisors, LLC, Global Retirement Partners, LLC, and Linscomb Wealth, Inc..
This page lists
148
institutional shareholders reporting positions in this security
for the Q3 2024 filing period.
| 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.