Q1 2014 13F Holders as of 3/31/2014
-
Type / Class
-
Equity / US LARGECAP FUND
-
Number of holders
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29
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Total 13F shares, excl. options
-
409K
-
Shares change
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+78.8K
-
Total reported value, excl. options
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$26.8M
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Value change
-
+$5.16M
-
Number of buys
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17
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Number of sells
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-9
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Price
-
$65.53
Significant Holders of WISDOMTREE TR - US LARGECAP FUND (EPS) as of Q1 2014
30 filings reported holding EPS - WISDOMTREE TR - US LARGECAP FUND as of Q1 2014.
WISDOMTREE TR - US LARGECAP FUND (EPS) has 29 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 409K shares
.
Largest 10 shareholders include MORGAN STANLEY (78.1K shares), Placemark Investments, Inc. (57.9K shares), ROYAL BANK OF CANADA (51.1K shares), Cambridge Investment Research Advisors, Inc. (41K shares), LPL Financial LLC (35.6K shares), MOLLER FINANCIAL SERVICES (24.9K shares), WFG Advisors, LP (16.8K shares), MYCIO WEALTH PARTNERS, LLC (15.3K shares), CHARTER TRUST CO (13.4K shares), and ENVESTNET ASSET MANAGEMENT INC (9.78K shares).
This table shows the top 29 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.