Q4 2017 13F Holders as of 31 Dec 2017
-
Type / Class
-
Equity / US LARGECAP FUND
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Number of holders
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29
-
Total 13F shares, excl. options
-
1.78M
-
Shares change
-
+1.22M
-
Total reported value, excl. options
-
$55.2M
-
Value change
-
+$37.3M
-
Number of buys
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27
-
Number of sells
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-1
-
Price
-
$31.07
Significant Holders of WISDOMTREE TR - US LARGECAP FUND (EPS) as of Q4 2017
30 filings reported holding EPS - WISDOMTREE TR - US LARGECAP FUND as of Q4 2017.
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 1.78M shares
.
Largest 10 shareholders include MORGAN STANLEY (875K shares), LPL Financial LLC (112K shares), LADENBURG THALMANN FINANCIAL SERVICES INC. (106K shares), BANK OF AMERICA CORP /DE/ (91.6K shares), Marietta Wealth Management, LLC (75.6K shares), UBS Group AG (64.9K shares), AMERIPRISE FINANCIAL INC (57K shares), WELLS FARGO & COMPANY/MN (52.5K shares), GOLDMAN SACHS GROUP INC (46.5K shares), and MYCIO WEALTH PARTNERS, LLC (30.8K 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.