- Type / Class
- Equity / US SMALLCAP DIVD
- Total 13F shares
- 8,653,343
- Share change
- -316,740
- Total reported value
- $697,136,840
- Put/Call ratio
- 49%
- Price per share
- $80.62
- Number of holders
- 189
- Value change
- -$26,285,218
- Number of buys
- 109
- Number of sells
- 64
Quarterly Holders Quick Answers
What is CUSIP 97717W604?
CUSIP 97717W604 identifies DES - WISDOMTREE TR - US SMALLCAP DIVD in SEC institutional holdings data.
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- Back to full security ownership history for the broader multi-quarter picture.
- Latest 13F filings for newly reported positions across managers.
- Latest Schedule 13D/13G reports for ownership changes outside the 13F cadence.
- SEC investors directory for manager drilldown.
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Jump to adjacent filing periods for faster comparison and easier crawl discovery.
Recent filing periods for CUSIP 97717W604:
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 by the holder's primary source 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 Q1 2017
As of 31 Mar 2017,
WISDOMTREE TR - US SMALLCAP DIVD (DES) was held by
189 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
8,653,343 shares.
The largest 10 holders included
MORGAN STANLEY, UBS Group AG, WELLS FARGO & COMPANY/MN, BANK OF AMERICA CORP /DE/, UNITED CAPITAL FINANCIAL ADVISERS, LLC, LPL Financial LLC, Commonwealth Equity Services, Inc, ROYAL BANK OF CANADA, PALLADIUM PARTNERS LLC, and Creative Planning.
This page lists
189
institutional shareholders reporting positions in this security
for the Q1 2017 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q1 2017 vs Q4 2016 Across Filers
Q4 2016 holders
174
Q1 2017 holders
189
Holder diff
15
| Investor | Q4 2016 Shares | Q1 2017 Shares | Share Diff | Share Chg % | Q4 2016 Value $ | Q1 2017 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.