Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / US SMALLCAP FUND
-
Number of holders
-
159
-
Total 13F shares, excl. options
-
7.61M
-
Shares change
-
+512K
-
Total reported value, excl. options
-
$411M
-
Value change
-
+$28.1M
-
Number of buys
-
40
-
Number of sells
-
-65
-
Price
-
$53.94
Significant Holders of WISDOMTREE TR - US SMALLCAP FUND (EES) as of Q4 2024
167 filings reported holding EES - WISDOMTREE TR - US SMALLCAP FUND as of Q4 2024.
WISDOMTREE TR - US SMALLCAP FUND (EES) has 159 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 7.61M shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (849K shares), MORGAN STANLEY (776K shares), UBS Group AG (729K shares), Essential Planning, LLC. (537K shares), AMERIPRISE FINANCIAL INC (499K shares), LPL Financial LLC (396K shares), Cetera Investment Advisers (320K shares), Shore Point Advisors, LLC (281K shares), Global Retirement Partners, LLC (272K shares), and Savant Capital, LLC (259K shares).
This table shows the top 159 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.