Q2 2023 13F Holders as of 30 Jun 2023
-
Type / Class
-
Equity / US SMALLCAP DIVD
-
Number of holders
-
288
-
Total 13F shares, excl. options
-
28,734,565
-
Shares change
-
-1,025,883
-
Total reported value, excl. options
-
$827,800,704
-
Value change
-
-$29,496,595
-
Number of buys
-
120
-
Number of sells
-
-125
-
Price
-
$28.79
Significant Holders of WISDOMTREE TR - US SMALLCAP DIVD (DES) as of Q2 2023
309 filings reported holding DES - WISDOMTREE TR - US SMALLCAP DIVD as of Q2 2023.
WISDOMTREE TR - US SMALLCAP DIVD (DES) has 288 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 28,734,565 shares
.
Largest 10 shareholders include MORGAN STANLEY (2,213,277 shares), UBS Group AG (1,824,504 shares), BANK OF AMERICA CORP /DE/ (1,787,390 shares), LPL Financial LLC (1,773,534 shares), Creative Planning (1,739,803 shares), UNITED CAPITAL FINANCIAL ADVISERS, LLC (1,145,432 shares), Royal Bank of Canada (1,021,342 shares), M&T Bank Corp (930,613 shares), AMERIPRISE FINANCIAL INC (734,739 shares), and KEYBANK NATIONAL ASSOCIATION/OH (638,294 shares).
This table shows the top 288 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.