Q1 2020 13F Holders as of 31 Mar 2020
-
Type / Class
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Equity / US SMALLCAP DIVD
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Number of holders
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252
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Total 13F shares, excl. options
-
28.9M
-
Shares change
-
-1.68M
-
Total reported value, excl. options
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$520M
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Value change
-
-$40.7M
-
Number of buys
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95
-
Number of sells
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-168
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Price
-
$18.02
Significant Holders of WISDOMTREE TR - US SMALLCAP DIVD (DES) as of Q1 2020
308 filings reported holding DES - WISDOMTREE TR - US SMALLCAP DIVD as of Q1 2020.
WISDOMTREE TR - US SMALLCAP DIVD (DES) has 252 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 28.9M shares
.
Largest 10 shareholders include MORGAN STANLEY (2.39M shares), UBS Group AG (2.35M shares), BANK OF AMERICA CORP /DE/ (1.9M shares), Creative Planning (1.52M shares), UNITED CAPITAL FINANCIAL ADVISERS, LLC (1M shares), ASSETMARK, INC (929K shares), WELLS FARGO & COMPANY/MN (925K shares), LPL Financial LLC (924K shares), M&T Bank Corp (914K shares), and ROYAL BANK OF CANADA (766K shares).
This table shows the top 252 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.