Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / US SMALLCAP DIVD
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Number of holders
-
316
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Total 13F shares, excl. options
-
28.9M
-
Shares change
-
+486K
-
Total reported value, excl. options
-
$945M
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Value change
-
+$16.2M
-
Number of buys
-
133
-
Number of sells
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-140
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Price
-
$32.68
Significant Holders of WISDOMTREE TR - US SMALLCAP DIVD (DES) as of Q1 2024
336 filings reported holding DES - WISDOMTREE TR - US SMALLCAP DIVD as of Q1 2024.
WISDOMTREE TR - US SMALLCAP DIVD (DES) has 316 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 28.9M shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (2.36M shares), MORGAN STANLEY (2.22M shares), UBS Group AG (1.93M shares), LPL Financial LLC (1.64M shares), Creative Planning (1.52M shares), M&T Bank Corp (1.16M shares), Royal Bank of Canada (907K shares), WELLS FARGO & COMPANY/MN (859K shares), AMERIPRISE FINANCIAL INC (721K shares), and ENVESTNET ASSET MANAGEMENT INC (651K shares).
This table shows the top 316 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.