Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / US MIDCAP FUND
-
Total 13F shares
-
8,177,617
-
Share change
-
+102,502
-
Total reported value
-
$469,197,604
-
Price per share
-
$57.39
-
Number of holders
-
145
-
Value change
-
+$10,881,763
-
Number of buys
-
56
-
Number of sells
-
50
Institutional Holders of WISDOMTREE TR - US MIDCAP FUND (EZM) as of Q4 2023
As of 31 Dec 2023,
WISDOMTREE TR - US MIDCAP FUND (EZM) was held by
145 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
8,177,617 shares.
The largest 10 holders included
UBS Group AG, BANK OF AMERICA CORP /DE/, TRUIST FINANCIAL CORP, MORGAN STANLEY, DAVENPORT & Co LLC, Raymond James Financial Services Advisors, Inc., LPL Financial LLC, Freedom Investment Management, Inc., Baird Financial Group, Inc., and HighTower Advisors, LLC.
This page lists
147
institutional shareholders reporting positions in this security
for the Q4 2023 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.