Q4 2018 13F Holders as of 31 Dec 2018
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Type / Class
-
Equity / US SMALLCAP DIVD
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Number of holders
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236
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Total 13F shares, excl. options
-
26.7M
-
Shares change
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-862K
-
Total reported value, excl. options
-
$657M
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Value change
-
-$23.7M
-
Put/Call ratio
-
0
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Number of buys
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92
-
Number of sells
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-115
-
Price
-
$24.53
Significant Holders of WISDOMTREE TR - US SMALLCAP DIVD (DES) as of Q4 2018
269 filings reported holding DES - WISDOMTREE TR - US SMALLCAP DIVD as of Q4 2018.
WISDOMTREE TR - US SMALLCAP DIVD (DES) has 236 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 26.7M shares
.
Largest 10 shareholders include MORGAN STANLEY (2.81M shares), UBS Group AG (2.3M shares), LPL Financial LLC (1.41M shares), BANK OF AMERICA CORP /DE/ (1.18M shares), WELLS FARGO & COMPANY/MN (1.08M shares), Creative Planning (1.01M shares), UNITED CAPITAL FINANCIAL ADVISERS, LLC (878K shares), ASSETMARK, INC (810K shares), COMMONWEALTH EQUITY SERVICES, LLC (699K shares), and Parsec Financial Management, Inc. (686K shares).
This table shows the top 236 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.