Q1 2015 13F Holders as of 31 Mar 2015
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Type / Class
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Equity / US SMALLCAP DIVD
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Number of holders
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132
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Total 13F shares, excl. options
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6.76M
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Shares change
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+985K
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Total reported value, excl. options
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$487M
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Value change
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+$70.7M
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Number of buys
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83
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Number of sells
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-43
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Price
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$72.08
Significant Holders of WISDOMTREE TR - US SMALLCAP DIVD (DES) as of Q1 2015
149 filings reported holding DES - WISDOMTREE TR - US SMALLCAP DIVD as of Q1 2015.
WISDOMTREE TR - US SMALLCAP DIVD (DES) has 132 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 6.76M shares
.
Largest 10 shareholders include MORGAN STANLEY (967K shares), UBS Group AG (734K shares), WELLS FARGO & COMPANY/MN (441K shares), BANK OF AMERICA CORP /DE/ (375K shares), BBVA COMPASS BANCSHARES, INC (294K shares), UNITED CAPITAL FINANCIAL ADVISERS, LLC (293K shares), PALLADIUM PARTNERS LLC (264K shares), LPL Financial LLC (236K shares), Commonwealth Equity Services, Inc (236K shares), and Creative Planning (141K shares).
This table shows the top 132 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.