Q2 2024 13F Holders as of 30 Jun 2024
-
Type / Class
-
Equity / US SMALLCAP DIVD
-
Number of holders
-
325
-
Total 13F shares, excl. options
-
28,239,525
-
Shares change
-
-1,113,103
-
Total reported value, excl. options
-
$879,674,507
-
Value change
-
-$34,895,059
-
Number of buys
-
122
-
Number of sells
-
-155
-
Price
-
$31.15
Significant Holders of WISDOMTREE TR - US SMALLCAP DIVD (DES) as of Q2 2024
343 filings reported holding DES - WISDOMTREE TR - US SMALLCAP DIVD as of Q2 2024.
WISDOMTREE TR - US SMALLCAP DIVD (DES) has 325 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 28,239,525 shares
.
Largest 10 shareholders include MORGAN STANLEY (2,195,822 shares), BANK OF AMERICA CORP /DE/ (2,145,736 shares), UBS Group AG (1,825,802 shares), LPL Financial LLC (1,645,193 shares), Creative Planning (1,506,548 shares), M&T Bank Corp (1,188,964 shares), Royal Bank of Canada (867,560 shares), WELLS FARGO & COMPANY/MN (853,260 shares), AMERIPRISE FINANCIAL INC (743,267 shares), and ENVESTNET ASSET MANAGEMENT INC (664,236 shares).
This table shows the top 325 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* 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.