Q2 2018 13F Holders as of 30 Jun 2018
-
Type / Class
-
Equity / US SMALLCAP FUND
-
Number of holders
-
94
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Total 13F shares, excl. options
-
8,999,084
-
Shares change
-
+871,564
-
Total reported value, excl. options
-
$347,664,880
-
Value change
-
+$33,892,150
-
Number of buys
-
55
-
Number of sells
-
-24
-
Price
-
$38.69
Significant Holders of WISDOMTREE TR - US SMALLCAP FUND (EES) as of Q2 2018
100 filings reported holding EES - WISDOMTREE TR - US SMALLCAP FUND as of Q2 2018.
WISDOMTREE TR - US SMALLCAP FUND (EES) has 94 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 8,999,084 shares
.
Largest 10 shareholders include MORGAN STANLEY (1,661,190 shares), SVA Plumb Wealth Management, LLC (923,875 shares), 3D ASSET MANAGEMENT, INC (922,832 shares), UBS Group AG (788,372 shares), BANK OF AMERICA CORP /DE/ (715,637 shares), Linscomb & Williams, Inc. (679,853 shares), WELLS FARGO & COMPANY/MN (463,415 shares), DAIDO LIFE INSURANCE CO (361,352 shares), HighTower Advisors, LLC (193,597 shares), and ENVESTNET ASSET MANAGEMENT INC (177,272 shares).
This table shows the top 94 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.