Security key
97717W604
- Type / Class
- Equity / US SMALLCAP DIVD
- Total 13F shares
- 8,614,882
- Share change
- -173,129
- Total reported value
- $723,949,652
- Put/Call ratio
- 22%
- Price per share
- $84.03
- Number of holders
- 189
- Value change
- -$14,400,518
- Number of buys
- 87
- Number of sells
- 83
Report period
Q3 2017
Institutions
189
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 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 Q3 2017
As of 30 Sep 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
8,614,882 shares.
The largest 10 holders included
MORGAN STANLEY, BANK OF AMERICA CORP /DE/, UBS Group AG, WELLS FARGO & COMPANY/MN, UNITED CAPITAL FINANCIAL ADVISERS, LLC, LPL Financial LLC, Commonwealth Equity Services, Inc, PALLADIUM PARTNERS LLC, Creative Planning, and ASSETMARK, INC.
This page lists
189
institutional shareholders reporting positions in this security
for the Q3 2017 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q3 2017 vs Q2 2017 Across Filers
Q2 2017 holders
192
Q3 2017 holders
189
Holder diff
-3
| Investor | Q2 2017 Shares | Q3 2017 Shares | Share Diff | Share Chg % | Q2 2017 Value $ | Q3 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.