WISDOMTREE TR - US SMALLCAP FUND (EES)

CUSIP: 97717W562

Q1 2023 13F Holders as of 31 Mar 2023

Type / Class
Equity / US SMALLCAP FUND
Total 13F shares
7,721,945
Share change
-1,268,331
Total reported value
$333,518,968
Price per share
$43.22
Number of holders
116
Value change
-$54,675,859
Number of buys
48
Number of sells
48

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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Institutional Holders of WISDOMTREE TR - US SMALLCAP FUND (EES) as of Q1 2023

As of 31 Mar 2023, WISDOMTREE TR - US SMALLCAP FUND (EES) was held by 116 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 7,721,945 shares. The largest 10 holders included UBS Group AG, MORGAN STANLEY, BANK OF AMERICA CORP /DE/, LPL Financial LLC, Savant Capital, LLC, Raymond James Financial Services Advisors, Inc., Linscomb & Williams, Inc., AMERIPRISE FINANCIAL INC, Shore Point Advisors, LLC, and 3D/L Capital Management, LLC. This page lists 116 institutional shareholders reporting positions in this security for the Q1 2023 filing period.
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.