Q3 2020 13F Holders as of 30 Sep 2020
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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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234
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Total 13F shares, excl. options
-
26.1M
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Shares change
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-1.52M
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Total reported value, excl. options
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$551M
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Value change
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-$32M
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Number of buys
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71
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Number of sells
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-126
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Price
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$21.08
Significant Holders of WISDOMTREE TR - US SMALLCAP DIVD (DES) as of Q3 2020
253 filings reported holding DES - WISDOMTREE TR - US SMALLCAP DIVD as of Q3 2020.
WISDOMTREE TR - US SMALLCAP DIVD (DES) has 234 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 26.1M shares
.
Largest 10 shareholders include MORGAN STANLEY (1.97M shares), ROYAL BANK OF CANADA (1.87M shares), Creative Planning (1.65M shares), UBS Group AG (1.28M shares), BANK OF AMERICA CORP /DE/ (1.15M shares), M&T Bank Corp (1.04M shares), LPL Financial LLC (991K shares), UNITED CAPITAL FINANCIAL ADVISERS, LLC (987K shares), WELLS FARGO & COMPANY/MN (827K shares), and Kestra Advisory Services, LLC (698K shares).
This table shows the top 234 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.