Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / US SMALLCAP FUND
-
Total 13F shares
-
7,796,567
-
Share change
-
+294,860
-
Total reported value
-
$388,015,876
-
Price per share
-
$49.82
-
Number of holders
-
135
-
Value change
-
+$16,401,957
-
Number of buys
-
52
-
Number of sells
-
54
Institutional Holders of WISDOMTREE TR - US SMALLCAP FUND (EES) as of Q4 2023
As of 31 Dec 2023,
WISDOMTREE TR - US SMALLCAP FUND (EES) was held by
135 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
7,796,567 shares.
The largest 10 holders included
MORGAN STANLEY, UBS Group AG, BANK OF AMERICA CORP /DE/, AMERIPRISE FINANCIAL INC, LPL Financial LLC, Raymond James Financial Services Advisors, Inc., Savant Capital, LLC, Shore Point Advisors, LLC, Linscomb & Williams, Inc., and Freedom Investment Management, Inc..
This page lists
135
institutional shareholders reporting positions in this security
for the Q4 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.