Q2 2019 13F Holders as of 6/30/2019
-
Type / Class
-
Equity / US LARGECAP FUND
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Number of holders
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43
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Total 13F shares, excl. options
-
2.89M
-
Shares change
-
+78.3K
-
Total reported value, excl. options
-
$95.1M
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Value change
-
+$2.64M
-
Number of buys
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20
-
Number of sells
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-16
-
Price
-
$32.88
Significant Holders of WISDOMTREE TR - US LARGECAP FUND (EPS) as of Q2 2019
49 filings reported holding EPS - WISDOMTREE TR - US LARGECAP FUND as of Q2 2019.
WISDOMTREE TR - US LARGECAP FUND (EPS) has 43 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2.89M shares
.
Largest 10 shareholders include MORGAN STANLEY (790K shares), DAIDO LIFE INSURANCE CO (447K shares), ACG Wealth (266K shares), LADENBURG THALMANN FINANCIAL SERVICES INC. (230K shares), LPL Financial LLC (124K shares), Marietta Wealth Management, LLC (93K shares), Cambridge Investment Research Advisors, Inc. (91.9K shares), WELLS FARGO & COMPANY/MN (68.3K shares), Surevest Inc. (68K shares), and BANK OF AMERICA CORP /DE/ (64.7K shares).
This table shows the top 43 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.