Q1 2017 13F Holders as of 3/31/2017
-
Type / Class
-
Equity / US LARGECAP FUND
-
Number of holders
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28
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Total 13F shares, excl. options
-
514K
-
Shares change
-
+50.3K
-
Total reported value, excl. options
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$41.9M
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Value change
-
+$4.11M
-
Number of buys
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13
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Number of sells
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-14
-
Price
-
$81.47
Significant Holders of WISDOMTREE TR - US LARGECAP FUND (EPS) as of Q1 2017
30 filings reported holding EPS - WISDOMTREE TR - US LARGECAP FUND as of Q1 2017.
WISDOMTREE TR - US LARGECAP FUND (EPS) has 28 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 514K shares
.
Largest 10 shareholders include MORGAN STANLEY (256K shares), LPL Financial LLC (40.3K shares), LADENBURG THALMANN FINANCIAL SERVICES INC. (34.3K shares), UBS Group AG (21.7K shares), Marietta Wealth Management, LLC (17.8K shares), BANK OF AMERICA CORP /DE/ (17.6K shares), GOLDMAN SACHS GROUP INC (17K shares), CHARTER TRUST CO (11.8K shares), Cambridge Investment Research Advisors, Inc. (11.7K shares), and WFG Advisors, LP (10.8K shares).
This table shows the top 28 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.