Q3 2018 13F Holders as of 9/30/2018
-
Type / Class
-
Equity / US LARGECAP FUND
-
Number of holders
-
40
-
Total 13F shares, excl. options
-
2.43M
-
Shares change
-
+61.2K
-
Total reported value, excl. options
-
$79.4M
-
Value change
-
+$2.06M
-
Number of buys
-
19
-
Number of sells
-
-10
-
Price
-
$32.66
Significant Holders of WISDOMTREE TR - US LARGECAP FUND (EPS) as of Q3 2018
41 filings reported holding EPS - WISDOMTREE TR - US LARGECAP FUND as of Q3 2018.
WISDOMTREE TR - US LARGECAP FUND (EPS) has 40 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2.43M shares
.
Largest 10 shareholders include MORGAN STANLEY (851K shares), DAIDO LIFE INSURANCE CO (447K shares), LPL Financial LLC (117K shares), LADENBURG THALMANN FINANCIAL SERVICES INC. (105K shares), Marietta Wealth Management, LLC (97.1K shares), ACG Wealth (72.4K shares), BANK OF AMERICA CORP /DE/ (71.6K shares), ATRIA INVESTMENTS LLC (66.8K shares), UBS Group AG (62.3K shares), and Cambridge Investment Research Advisors, Inc. (61.3K shares).
This table shows the top 40 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.