- 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
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 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
319
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 |
|---|
Compare Q2 2025 vs Q1 2025 Across Filers
Q1 2025 holders
319
Q2 2025 holders
316
Holder diff
-3
| Investor | Q1 2025 Shares | Q2 2025 Shares | Share Diff | Share Chg % | Q1 2025 Value $ | Q2 2025 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.