- Type / Class
- Equity / US SMALLCAP DIVD
- Total 13F shares
- 29,296,680
- Share change
- -823,587
- Total reported value
- $527,962,275
- Price per share
- $18.02
- Number of holders
- 256
- Value change
- -$25,383,890
- Number of buys
- 99
- Number of sells
- 171
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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- Latest 13F filings for newly reported positions across managers.
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- 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 2020
As of 31 Mar 2020,
WISDOMTREE TR - US SMALLCAP DIVD (DES) was held by
256 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
29,296,680 shares.
The largest 10 holders included
MORGAN STANLEY, UBS Group AG, BANK OF AMERICA CORP /DE/, Creative Planning, UNITED CAPITAL FINANCIAL ADVISERS, LLC, ASSETMARK, INC, WELLS FARGO & COMPANY/MN, LPL Financial LLC, M&T Bank Corp, and ROYAL BANK OF CANADA.
This page lists
256
institutional shareholders reporting positions in this security
for the Q1 2020 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q1 2020 vs Q4 2019 Across Filers
Q4 2019 holders
290
Q1 2020 holders
256
Holder diff
-34
| Investor | Q4 2019 Shares | Q1 2020 Shares | Share Diff | Share Chg % | Q4 2019 Value $ | Q1 2020 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.