Security key
97717W604
- Type / Class
- Equity / US SMALLCAP DIVD
- Total 13F shares
- 6,805,984
- Share change
- -135,600
- Total reported value
- $439,955,739
- Price per share
- $64.93
- Number of holders
- 147
- Value change
- -$8,835,360
- Number of buys
- 67
- Number of sells
- 51
Report period
Q4 2015
Institutions
147
Top holders
10
Broader feeds
Reporting periods
Holder history for CUSIP 97717W604
Recent filing periods:
Top shareholders of DES - WISDOMTREE TR - US SMALLCAP DIVD (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.
Institutional Holders of WISDOMTREE TR - US SMALLCAP DIVD (DES) as of Q4 2015
As of 31 Dec 2015,
WISDOMTREE TR - US SMALLCAP DIVD (DES) was held by
147 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
6,805,984 shares.
The largest 10 holders included
MORGAN STANLEY, UBS Group AG, WELLS FARGO & COMPANY/MN, LPL Financial LLC, BANK OF AMERICA CORP /DE/, UNITED CAPITAL FINANCIAL ADVISERS, LLC, Commonwealth Equity Services, Inc, PALLADIUM PARTNERS LLC, Financial Strategy Network, LLC, and Parsec Financial Management, Inc..
This page lists
147
institutional shareholders reporting positions in this security
for the Q4 2015 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2015 vs Q3 2015 Across Filers
Q3 2015 holders
133
Q4 2015 holders
147
Holder diff
14
| Investor | Q3 2015 Shares | Q4 2015 Shares | Share Diff | Share Chg % | Q3 2015 Value $ | Q4 2015 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* 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.
An asterisk sign (*) next to the price indicates that the price is likely invalid.