Q4 2019 13F Holders as of 12/31/2019
-
Type / Class
-
Equity / US LARGECAP FUND
-
Number of holders
-
70
-
Total 13F shares, excl. options
-
5.98M
-
Shares change
-
+1.2M
-
Total reported value, excl. options
-
$220M
-
Value change
-
+$44.4M
-
Number of buys
-
34
-
Number of sells
-
-18
-
Price
-
$36.69
Significant Holders of WISDOMTREE TR - US LARGECAP FUND (EPS) as of Q4 2019
75 filings reported holding EPS - WISDOMTREE TR - US LARGECAP FUND as of Q4 2019.
WISDOMTREE TR - US LARGECAP FUND (EPS) has 70 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 5.98M shares
.
Largest 10 shareholders include Private Wealth Strategies, L.L.C. (1.23M shares), MORGAN STANLEY (788K shares), DAIDO LIFE INSURANCE CO (447K shares), 20/20 Capital Management, Inc. (384K shares), Trilogy Capital Inc. (381K shares), Private Advisor Group, LLC (363K shares), AE Wealth Management LLC (244K shares), Sawtooth Solutions, LLC (198K shares), ACG Wealth (175K shares), and LPL Financial LLC (164K shares).
This table shows the top 70 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.