Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / US SMALLCAP DIVD
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Number of holders
-
5
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Total 13F shares, excl. options
-
231K
-
Shares change
-
-783
-
Total reported value, excl. options
-
$7.7M
-
Value change
-
-$25.2K
-
Number of buys
-
1
-
Number of sells
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-1
-
Price
-
$32.17
Significant Holders of WISDOMTREE TR - US SMALLCAP DIVD (DES) as of Q4 2023
5 filings reported holding DES - WISDOMTREE TR - US SMALLCAP DIVD as of Q4 2023.
WISDOMTREE TR - US SMALLCAP DIVD (DES) has 5 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 231K shares
.
Largest 10 shareholders include MORGAN STANLEY (2.13M shares), BANK OF AMERICA CORP /DE/ (1.89M shares), UBS Group AG (1.89M shares), LPL Financial LLC (1.73M shares), Creative Planning (1.57M shares), M&T BANK CORP (1.07M shares), ROYAL BANK OF CANADA (908K shares), WELLS FARGO & COMPANY/MN (810K shares), AMERIPRISE FINANCIAL INC (712K shares), and KEYBANK NATIONAL ASSOCIATION/OH (639K shares).
This table shows the top 5 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.