Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / US SMALLCAP DIVD
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Number of holders
-
322
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Total 13F shares, excl. options
-
29.1M
-
Shares change
-
+462K
-
Total reported value, excl. options
-
$1B
-
Value change
-
+$16.2M
-
Number of buys
-
122
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Number of sells
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-133
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Price
-
$34.35
Significant Holders of WISDOMTREE TR - US SMALLCAP DIVD (DES) as of Q4 2024
349 filings reported holding DES - WISDOMTREE TR - US SMALLCAP DIVD as of Q4 2024.
WISDOMTREE TR - US SMALLCAP DIVD (DES) has 322 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 29.1M shares
.
Largest 10 shareholders include MORGAN STANLEY (2.46M shares), LPL Financial LLC (2.23M shares), BANK OF AMERICA CORP /DE/ (2.22M shares), UBS Group AG (1.72M shares), Creative Planning (1.48M shares), M&T BANK CORP (1.07M shares), RAYMOND JAMES FINANCIAL INC (971K shares), WELLS FARGO & COMPANY/MN (867K shares), Royal Bank of Canada (853K shares), and AMERIPRISE FINANCIAL INC (827K shares).
This table shows the top 322 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.