Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / US SMALLCAP FUND
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Number of holders
-
143
-
Total 13F shares, excl. options
-
7,699,706
-
Shares change
-
-129,232
-
Total reported value, excl. options
-
$385,855,613
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Value change
-
-$6,185,623
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Number of buys
-
52
-
Number of sells
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59
-
Price
-
$50.12
Institutional Holders of WISDOMTREE TR - US SMALLCAP FUND (EES) as of Q1 2024
As of 31 Mar 2024 WISDOMTREE TR - US SMALLCAP FUND (EES) had 143 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 7,699,706 shares of stock of the company.
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 table shows 143 institutional shareholders of the security as of 31 Mar 2024.
| 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.