Q3 2023 13F Holders as of 30 Sep 2023
-
Type / Class
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Equity / US SMALLCAP DIVD
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Number of holders
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288
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Total 13F shares, excl. options
-
26.1M
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Shares change
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-319K
-
Total reported value, excl. options
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$737M
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Value change
-
-$9.16M
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Number of buys
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106
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Number of sells
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-122
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Price
-
$28.20
Significant Holders of WISDOMTREE TR - US SMALLCAP DIVD (DES) as of Q3 2023
306 filings reported holding DES - WISDOMTREE TR - US SMALLCAP DIVD as of Q3 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 26.1M shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (1.85M shares), UBS Group AG (1.83M shares), LPL Financial LLC (1.76M shares), Creative Planning (1.6M shares), UNITED CAPITAL FINANCIAL ADVISERS, LLC (1.13M shares), Royal Bank of Canada (978K shares), M&T Bank Corp (942K shares), AMERIPRISE FINANCIAL INC (693K shares), WELLS FARGO & COMPANY/MN (628K shares), and KEYBANK NATIONAL ASSOCIATION/OH (623K 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.