Q3 2019 13F Holders as of 30 Sep 2019
-
Type / Class
-
Equity / US SMALLCAP DIVD
-
Number of holders
-
244
-
Total 13F shares, excl. options
-
28.8M
-
Shares change
-
-135K
-
Total reported value, excl. options
-
$790M
-
Value change
-
-$3.65M
-
Put/Call ratio
-
0.61
-
Number of buys
-
102
-
Number of sells
-
-102
-
Price
-
$27.37
Significant Holders of WISDOMTREE TR - US SMALLCAP DIVD (DES) as of Q3 2019
265 filings reported holding DES - WISDOMTREE TR - US SMALLCAP DIVD as of Q3 2019.
WISDOMTREE TR - US SMALLCAP DIVD (DES) has 244 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 28.8M shares
.
Largest 10 shareholders include MORGAN STANLEY (2.98M shares), UBS Group AG (2.33M shares), BANK OF AMERICA CORP /DE/ (1.92M shares), Creative Planning (1.2M shares), WELLS FARGO & COMPANY/MN (1.12M shares), LPL Financial LLC (942K shares), UNITED CAPITAL FINANCIAL ADVISERS, LLC (924K shares), Raymond James Financial Services Advisors, Inc. (798K shares), COMMONWEALTH EQUITY SERVICES, LLC (717K shares), and ASSETMARK, INC (679K shares).
This table shows the top 244 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.