- Type / Class
- Equity / US SMALLCAP DIVD
- Total 13F shares
- 28,554,585
- Share change
- -467,013
- Total reported value
- $805,110,274
- Price per share
- $28.20
- Number of holders
- 294
- Value change
- -$13,336,979
- Number of buys
- 112
- Number of sells
- 125
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.
Explore More Reporting Periods
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 Q3 2023
As of 30 Sep 2023,
WISDOMTREE TR - US SMALLCAP DIVD (DES) was held by
294 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
28,554,585 shares.
The largest 10 holders included
MORGAN STANLEY, BANK OF AMERICA CORP /DE/, UBS Group AG, LPL Financial LLC, Creative Planning, UNITED CAPITAL FINANCIAL ADVISERS, LLC, Royal Bank of Canada, M&T Bank Corp, AMERIPRISE FINANCIAL INC, and WELLS FARGO & COMPANY/MN.
This page lists
294
institutional shareholders reporting positions in this security
for the Q3 2023 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q3 2023 vs Q2 2023 Across Filers
Q2 2023 holders
293
Q3 2023 holders
294
Holder diff
1
| Investor | Q2 2023 Shares | Q3 2023 Shares | Share Diff | Share Chg % | Q2 2023 Value $ | Q3 2023 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.