- Type / Class
- Equity / US SMALLCAP FUND
- Total 13F shares
- 6,863,584
- Share change
- +820,373
- Total reported value
- $322,778,672
- Price per share
- $47.38
- Number of holders
- 109
- Value change
- +$40,547,692
- Number of buys
- 49
- Number of sells
- 52
Quarterly Holders Quick Answers
What is CUSIP 97717W562?
CUSIP 97717W562 identifies EES - WISDOMTREE TR - US SMALLCAP FUND in SEC institutional holdings data.
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Explore More Reporting Periods
Jump to adjacent filing periods for faster comparison and easier crawl discovery.
Recent filing periods for CUSIP 97717W562:
Top shareholders of EES - WISDOMTREE TR - US SMALLCAP FUND (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.
Institutional Holders of WISDOMTREE TR - US SMALLCAP FUND (EES) as of Q1 2021
As of 31 Mar 2021,
WISDOMTREE TR - US SMALLCAP FUND (EES) was held by
109 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
6,863,584 shares.
The largest 10 holders included
MORGAN STANLEY, UBS Group AG, BANK OF AMERICA CORP /DE/, Savant Capital, LLC, LPL Financial LLC, Linscomb & Williams, Inc., 3D/L Capital Management, LLC, ENVESTNET ASSET MANAGEMENT INC, Empowered Funds, LLC, and Raymond James Financial Services Advisors, Inc..
This page lists
109
institutional shareholders reporting positions in this security
for the Q1 2021 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q1 2021 vs Q4 2020 Across Filers
Q4 2020 holders
110
Q1 2021 holders
109
Holder diff
-1
| Investor | Q4 2020 Shares | Q1 2021 Shares | Share Diff | Share Chg % | Q4 2020 Value $ | Q1 2021 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* 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.
An asterisk sign (*) next to the price indicates that the price is likely invalid.