WISDOMTREE TR - US SMALLCAP DIVD (DES)

Q2 2025 13F Holders as of 30 Jun 2025

Type / Class
Equity / US SMALLCAP DIVD
Total 13F shares
28,312,599
Share change
+241,199
Total reported value
$899,874,955
Price per share
$31.76
Number of holders
316
Value change
+$7,580,398
Number of buys
125
Number of sells
152

Institutional Holders of WISDOMTREE TR - US SMALLCAP DIVD (DES) as of Q2 2025

As of 30 Jun 2025, WISDOMTREE TR - US SMALLCAP DIVD (DES) was held by 316 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 28,312,599 shares. The largest 10 holders included MORGAN STANLEY, BANK OF AMERICA CORP /DE/, UBS Group AG, LPL Financial LLC, Creative Planning, M&T Bank Corp, RAYMOND JAMES FINANCIAL INC, Royal Bank of Canada, KEYBANK NATIONAL ASSOCIATION/OH, and JONES FINANCIAL COMPANIES LLLP. This page lists 317 institutional shareholders reporting positions in this security for the Q2 2025 filing period.
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.