Q1 2023 13F Holders as of 31 Mar 2023
-
Type / Class
-
Equity / US SMALLCAP DIVD
-
Number of holders
-
286
-
Total 13F shares, excl. options
-
29.5M
-
Shares change
-
+446K
-
Total reported value, excl. options
-
$843M
-
Value change
-
+$12.7M
-
Put/Call ratio
-
0
-
Number of buys
-
126
-
Number of sells
-
-118
-
Price
-
$28.56
Significant Holders of WISDOMTREE TR - US SMALLCAP DIVD (DES) as of Q1 2023
313 filings reported holding DES - WISDOMTREE TR - US SMALLCAP DIVD as of Q1 2023.
WISDOMTREE TR - US SMALLCAP DIVD (DES) has 286 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 29.5M shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (2.8M shares), MORGAN STANLEY (2.25M shares), UBS Group AG (1.72M shares), Creative Planning (1.7M shares), LPL Financial LLC (1.67M shares), UNITED CAPITAL FINANCIAL ADVISERS, LLC (1.13M shares), Royal Bank of Canada (1.06M shares), M&T Bank Corp (903K shares), AMERIPRISE FINANCIAL INC (738K shares), and HUNTINGTON NATIONAL BANK (645K shares).
This table shows the top 286 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.