Q3 2021 13F Holders as of 30 Sep 2021
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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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271
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Total 13F shares, excl. options
-
24.8M
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Shares change
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-323K
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Total reported value, excl. options
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$764M
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Value change
-
-$10.4M
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Number of buys
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109
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Number of sells
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-118
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Price
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$30.83
Significant Holders of WISDOMTREE TR - US SMALLCAP DIVD (DES) as of Q3 2021
294 filings reported holding DES - WISDOMTREE TR - US SMALLCAP DIVD as of Q3 2021.
WISDOMTREE TR - US SMALLCAP DIVD (DES) has 271 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 24.8M shares
.
Largest 10 shareholders include MORGAN STANLEY (2.33M shares), ROYAL BANK OF CANADA (1.53M shares), Creative Planning (1.51M shares), BANK OF AMERICA CORP /DE/ (1.5M shares), UBS Group AG (1.34M shares), LPL Financial LLC (1.2M shares), UNITED CAPITAL FINANCIAL ADVISERS, LLC (1.06M shares), M&T Bank Corp (844K shares), WELLS FARGO & COMPANY/MN (779K shares), and COMMONWEALTH EQUITY SERVICES, LLC (627K shares).
This table shows the top 271 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.