CUSIP: 97717W562
Q1 2014 13F Holders as of 31 Mar 2014
-
Type / Class
-
Equity / US SMALLCAP FUND
-
Total 13F shares
-
2,494,891
-
Share change
-
+191,240
-
Total reported value
-
$203,470,662
-
Price per share
-
$81.57
-
Number of holders
-
53
-
Value change
-
+$15,599,347
-
Number of buys
-
30
-
Number of sells
-
13
Quarterly Holders Quick Answers
What is CUSIP 97717W562?
CUSIP 97717W562 identifies EES - WISDOMTREE TR - US SMALLCAP FUND in SEC institutional holdings data.
Need full ownership history?
Open the full security ownership history page.
Explore More Reporting Periods
Jump to adjacent filing periods for faster comparison and easier crawl discovery.
-
Newer quarter:
Q2 2014
-
Previous quarter:
Q4 2013
Recent filing periods for CUSIP 97717W562:
Institutional Holders of WISDOMTREE TR - US SMALLCAP FUND (EES) as of Q1 2014
As of 31 Mar 2014,
WISDOMTREE TR - US SMALLCAP FUND (EES) was held by
53 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,494,891 shares.
The largest 10 holders included
3D ASSET MANAGEMENT, INC, BANK OF AMERICA CORP /DE/, MORGAN STANLEY, WELLS FARGO & COMPANY/MN, Gradient Investments LLC, SVA Plumb Wealth Management, LLC, Edgemoor Investment Advisors, Inc., UBS AG, ENVESTNET ASSET MANAGEMENT INC, and Cambridge Investment Research Advisors, Inc..
This page lists
53
institutional shareholders reporting positions in this security
for the Q1 2014 filing period.
| 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.