Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / US SMALLCAP DIVD
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Number of holders
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319
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Total 13F shares, excl. options
-
27.9M
-
Shares change
-
-949K
-
Total reported value, excl. options
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$891M
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Value change
-
-$31.2M
-
Number of buys
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137
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Number of sells
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-131
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Price
-
$31.96
Significant Holders of WISDOMTREE TR - US SMALLCAP DIVD (DES) as of Q1 2025
341 filings reported holding DES - WISDOMTREE TR - US SMALLCAP DIVD as of Q1 2025.
WISDOMTREE TR - US SMALLCAP DIVD (DES) has 319 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 27.9M shares
.
Largest 10 shareholders include MORGAN STANLEY (2.42M shares), BANK OF AMERICA CORP /DE/ (1.9M shares), UBS Group AG (1.73M shares), LPL Financial LLC (1.61M shares), Creative Planning (1.45M shares), M&T Bank Corp (1.08M shares), RAYMOND JAMES FINANCIAL INC (966K shares), ROYAL BANK OF CANADA (959K shares), KEYBANK NATIONAL ASSOCIATION/OH (687K shares), and WELLS FARGO & COMPANY/MN (638K shares).
This table shows the top 319 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.