Q1 2020 13F Holders as of 3/31/2020
-
Type / Class
-
Equity / US LARGECAP FUND
-
Number of holders
-
62
-
Total 13F shares, excl. options
-
5.61M
-
Shares change
-
-483K
-
Total reported value, excl. options
-
$159M
-
Value change
-
-$18.2M
-
Number of buys
-
31
-
Number of sells
-
-37
-
Price
-
$28.11
Significant Holders of WISDOMTREE TR - US LARGECAP FUND (EPS) as of Q1 2020
79 filings reported holding EPS - WISDOMTREE TR - US LARGECAP FUND as of Q1 2020.
WISDOMTREE TR - US LARGECAP FUND (EPS) has 62 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 5.61M shares
.
Largest 10 shareholders include Private Wealth Strategies, L.L.C. (1.23M shares), MORGAN STANLEY (750K shares), DAIDO LIFE INSURANCE CO (447K shares), 20/20 Capital Management, Inc. (402K shares), Leicht Financial Planning & Wealth Management, Inc. (272K shares), AE Wealth Management LLC (251K shares), Sawtooth Solutions, LLC (197K shares), LPL Financial LLC (183K shares), ACG Wealth (169K shares), and AVANTAX ADVISORY SERVICES, INC. (139K shares).
This table shows the top 62 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.