Q4 2019 13F Holders as of 31 Dec 2019
-
Type / Class
-
Equity / US SMALLCAP DIVD
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Number of holders
-
288
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Total 13F shares, excl. options
-
30.1M
-
Shares change
-
+572K
-
Total reported value, excl. options
-
$864M
-
Value change
-
+$16.5M
-
Put/Call ratio
-
0.39
-
Number of buys
-
121
-
Number of sells
-
-92
-
Price
-
$28.68
Significant Holders of WISDOMTREE TR - US SMALLCAP DIVD (DES) as of Q4 2019
299 filings reported holding DES - WISDOMTREE TR - US SMALLCAP DIVD as of Q4 2019.
WISDOMTREE TR - US SMALLCAP DIVD (DES) has 288 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 30.1M shares
.
Largest 10 shareholders include MORGAN STANLEY (3.07M shares), UBS Group AG (2.3M shares), BANK OF AMERICA CORP /DE/ (1.83M shares), Creative Planning (1.31M shares), WELLS FARGO & COMPANY/MN (1.07M shares), LPL Financial LLC (1.07M shares), UNITED CAPITAL FINANCIAL ADVISERS, LLC (958K shares), Raymond James Financial Services Advisors, Inc. (785K shares), ASSETMARK, INC (679K shares), and COMMONWEALTH EQUITY SERVICES, LLC (662K shares).
This table shows the top 288 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.