- Type / Class
- Equity / US SMALLCAP FUND
- Total 13F shares
- 9,039,059
- Share change
- +647,287
- Total reported value
- $384,777,209
- Price per share
- $42.59
- Number of holders
- 124
- Value change
- +$28,550,844
- Number of buys
- 59
- Number of sells
- 40
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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- Back to full security ownership history for the broader multi-quarter picture.
- Latest 13F filings for newly reported positions across managers.
- Latest Schedule 13D/13G reports for ownership changes outside the 13F cadence.
- SEC investors directory for manager drilldown.
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 Q4 2022
As of 31 Dec 2022,
WISDOMTREE TR - US SMALLCAP FUND (EES) was held by
124 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
9,039,059 shares.
The largest 10 holders included
LPL Financial LLC, UBS Group AG, MORGAN STANLEY, BANK OF AMERICA CORP /DE/, Raymond James Financial Services Advisors, Inc., Kestra Advisory Services, LLC, Savant Capital, LLC, Gradient Investments LLC, Linscomb & Williams, Inc., and AMERIPRISE FINANCIAL INC.
This page lists
124
institutional shareholders reporting positions in this security
for the Q4 2022 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2022 vs Q3 2022 Across Filers
Q3 2022 holders
114
Q4 2022 holders
124
Holder diff
10
| Investor | Q3 2022 Shares | Q4 2022 Shares | Share Diff | Share Chg % | Q3 2022 Value $ | Q4 2022 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.