Q4 2020 13F Holders as of 31 Dec 2020
-
Type / Class
-
Equity / US SMALLCAP DIVD
-
Number of holders
-
261
-
Total 13F shares, excl. options
-
25.4M
-
Shares change
-
-716K
-
Total reported value, excl. options
-
$677M
-
Value change
-
-$16.4M
-
Number of buys
-
96
-
Number of sells
-
-121
-
Price
-
$26.60
Significant Holders of WISDOMTREE TR - US SMALLCAP DIVD (DES) as of Q4 2020
281 filings reported holding DES - WISDOMTREE TR - US SMALLCAP DIVD as of Q4 2020.
WISDOMTREE TR - US SMALLCAP DIVD (DES) has 261 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 25.4M shares
.
Largest 10 shareholders include MORGAN STANLEY (2.28M shares), ROYAL BANK OF CANADA (1.84M shares), Creative Planning (1.55M shares), UBS Group AG (1.33M shares), BANK OF AMERICA CORP /DE/ (1.16M shares), M&T Bank Corp (1.07M shares), LPL Financial LLC (1.01M shares), UNITED CAPITAL FINANCIAL ADVISERS, LLC (999K shares), COMMONWEALTH EQUITY SERVICES, LLC (651K shares), and WELLS FARGO & COMPANY/MN (642K shares).
This table shows the top 261 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.