Q2 2024 13F Holders as of 30 Jun 2024
-
Type / Class
-
Equity / US SMALLCAP DIVD
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Number of holders
-
320
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Total 13F shares, excl. options
-
28.1M
-
Shares change
-
-1.08M
-
Total reported value, excl. options
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$877M
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Value change
-
-$33.9M
-
Number of buys
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120
-
Number of sells
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-153
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Price
-
$31.15
Significant Holders of WISDOMTREE TR - US SMALLCAP DIVD (DES) as of Q2 2024
340 filings reported holding DES - WISDOMTREE TR - US SMALLCAP DIVD as of Q2 2024.
WISDOMTREE TR - US SMALLCAP DIVD (DES) has 320 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 28.1M shares
.
Largest 10 shareholders include MORGAN STANLEY (2.2M shares), BANK OF AMERICA CORP /DE/ (2.15M shares), UBS Group AG (1.83M shares), LPL Financial LLC (1.65M shares), Creative Planning (1.51M shares), M&T Bank Corp (1.19M shares), Royal Bank of Canada (868K shares), WELLS FARGO & COMPANY/MN (853K shares), AMERIPRISE FINANCIAL INC (743K shares), and ENVESTNET ASSET MANAGEMENT INC (664K shares).
This table shows the top 320 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.