WISDOMTREE TR - US SMALLCAP FUND (EES)

CUSIP: 97717W562

Q1 2024 13F Holders as of 31 Mar 2024

Type / Class
Equity / US SMALLCAP FUND
Total 13F shares
7,699,706
Share change
-129,232
Total reported value
$385,855,613
Price per share
$50.12
Number of holders
143
Value change
-$6,185,623
Number of buys
52
Number of sells
59

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 2024

As of 31 Mar 2024, WISDOMTREE TR - US SMALLCAP FUND (EES) was held by 143 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 7,699,706 shares. The largest 10 holders included MORGAN STANLEY, UBS Group AG, BANK OF AMERICA CORP /DE/, AMERIPRISE FINANCIAL INC, LPL Financial LLC, Cetera Investment Advisers, Savant Capital, LLC, Shore Point Advisors, LLC, Linscomb Wealth, Inc., and Freedom Investment Management, Inc.. This page lists 143 institutional shareholders reporting positions in this security for the Q1 2024 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.