Q2 2021 13F Holders as of 30 Jun 2021
-
Type / Class
-
Equity / US SMALLCAP FUND
-
Number of holders
-
110
-
Total 13F shares, excl. options
-
6,083,691
-
Shares change
-
-733,203
-
Total reported value, excl. options
-
$300,351,469
-
Value change
-
-$32,851,411
-
Number of buys
-
46
-
Number of sells
-
-51
-
Price
-
$49.39
Significant Holders of WISDOMTREE TR - US SMALLCAP FUND (EES) as of Q2 2021
124 filings reported holding EES - WISDOMTREE TR - US SMALLCAP FUND as of Q2 2021.
WISDOMTREE TR - US SMALLCAP FUND (EES) has 110 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 6,083,691 shares
.
Largest 10 shareholders include MORGAN STANLEY (711,898 shares), UBS Group AG (659,476 shares), BANK OF AMERICA CORP /DE/ (535,734 shares), Savant Capital, LLC (474,338 shares), Linscomb & Williams, Inc. (417,691 shares), ENVESTNET ASSET MANAGEMENT INC (314,275 shares), 3D/L Capital Management, LLC (299,579 shares), LPL Financial LLC (289,858 shares), Raymond James Financial Services Advisors, Inc. (259,975 shares), and AMERIPRISE FINANCIAL INC (222,300 shares).
This table shows the top 110 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.