Q3 2025 13F Holders as of 30 Sep 2025
-
Type / Class
-
Equity / US SMALLCAP DIVD
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Number of holders
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317
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Total 13F shares, excl. options
-
28.1M
-
Shares change
-
-64.6K
-
Total reported value, excl. options
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$947M
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Value change
-
-$1.91M
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Number of buys
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117
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Number of sells
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-143
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Price
-
$33.68
Significant Holders of WISDOMTREE TR - US SMALLCAP DIVD (DES) as of Q3 2025
334 filings reported holding DES - WISDOMTREE TR - US SMALLCAP DIVD as of Q3 2025.
WISDOMTREE TR - US SMALLCAP DIVD (DES) has 317 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 (2.63M shares), BANK OF AMERICA CORP /DE/ (2.42M shares), UBS Group AG (1.63M shares), LPL Financial LLC (1.61M shares), Creative Planning (1.4M shares), M&T Bank Corp (1.09M shares), MERCER GLOBAL ADVISORS INC /ADV (846K shares), RAYMOND JAMES FINANCIAL INC (830K shares), ROYAL BANK OF CANADA (777K shares), and KEYBANK NATIONAL ASSOCIATION/OH (708K shares).
This table shows the top 317 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.