Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / US SMALLCAP DIVD
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Number of holders
-
272
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Total 13F shares, excl. options
-
25.4M
-
Shares change
-
+12.2K
-
Total reported value, excl. options
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$792M
-
Value change
-
+$1.92M
-
Number of buys
-
108
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Number of sells
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-136
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Price
-
$31.15
Significant Holders of WISDOMTREE TR - US SMALLCAP DIVD (DES) as of Q1 2021
300 filings reported holding DES - WISDOMTREE TR - US SMALLCAP DIVD as of Q1 2021.
WISDOMTREE TR - US SMALLCAP DIVD (DES) has 272 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 (2.63M shares), ROYAL BANK OF CANADA (1.66M shares), Creative Planning (1.54M shares), BANK OF AMERICA CORP /DE/ (1.48M shares), UBS Group AG (1.31M shares), LPL Financial LLC (1.08M shares), UNITED CAPITAL FINANCIAL ADVISERS, LLC (1.01M shares), M&T Bank Corp (971K shares), WELLS FARGO & COMPANY/MN (740K shares), and COMMONWEALTH EQUITY SERVICES, LLC (669K shares).
This table shows the top 272 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.