Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / US MIDCAP FUND
-
Total 13F shares
-
7,103,467
-
Share change
-
+64,489
-
Total reported value
-
$362,180,233
-
Price per share
-
$50.93
-
Number of holders
-
130
-
Value change
-
+$3,708,657
-
Number of buys
-
51
-
Number of sells
-
50
Institutional Holders of WISDOMTREE TR - US MIDCAP FUND (EZM) as of Q1 2021
As of 31 Mar 2021,
WISDOMTREE TR - US MIDCAP FUND (EZM) was held by
130 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
7,103,467 shares.
The largest 10 holders included
TRUIST FINANCIAL CORP, MORGAN STANLEY, UBS Group AG, 3D/L Capital Management, LLC, ENVESTNET ASSET MANAGEMENT INC, BANK OF AMERICA CORP /DE/, Raymond James Financial Services Advisors, Inc., Great Point Wealth Advisors, LLC, DAVENPORT & Co LLC, and HighTower Advisors, LLC.
This page lists
132
institutional shareholders reporting positions in this security
for the Q1 2021 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.