Q1 2016 13F Holders as of 31 Mar 2016
-
Type / Class
-
Equity / US SMALLCAP FUND
-
Number of holders
-
59
-
Total 13F shares, excl. options
-
2,196,763
-
Shares change
-
+46,495
-
Total reported value, excl. options
-
$168,936,770
-
Value change
-
+$3,688,544
-
Number of buys
-
20
-
Number of sells
-
-33
-
Price
-
$76.93
Significant Holders of WISDOMTREE TR - US SMALLCAP FUND (EES) as of Q1 2016
68 filings reported holding EES - WISDOMTREE TR - US SMALLCAP FUND as of Q1 2016.
WISDOMTREE TR - US SMALLCAP FUND (EES) has 59 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2,196,763 shares
.
Largest 10 shareholders include MORGAN STANLEY (345,463 shares), 3D ASSET MANAGEMENT, INC (304,805 shares), UBS Group AG (262,681 shares), SVA Plumb Wealth Management, LLC (220,214 shares), BANK OF AMERICA CORP /DE/ (213,702 shares), Linscomb & Williams, Inc. (146,775 shares), ENVESTNET ASSET MANAGEMENT INC (122,681 shares), GOLDMAN SACHS GROUP INC (68,928 shares), Cambridge Investment Research Advisors, Inc. (67,810 shares), and LPL Financial LLC (41,207 shares).
This table shows the top 59 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.