Q2 2020 13F Holders as of 6/30/2020
-
Type / Class
-
Equity / US LARGECAP FUND
-
Number of holders
-
58
-
Total 13F shares, excl. options
-
5.55M
-
Shares change
-
-9.68K
-
Total reported value, excl. options
-
$185M
-
Value change
-
+$718K
-
Number of buys
-
24
-
Number of sells
-
-33
-
Price
-
$33.17
Significant Holders of WISDOMTREE TR - US LARGECAP FUND (EPS) as of Q2 2020
69 filings reported holding EPS - WISDOMTREE TR - US LARGECAP FUND as of Q2 2020.
WISDOMTREE TR - US LARGECAP FUND (EPS) has 58 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 5.55M shares
.
Largest 10 shareholders include Private Wealth Strategies, L.L.C. (1.14M shares), MORGAN STANLEY (766K shares), BEACON FINANCIAL GROUP (680K shares), DAIDO LIFE INSURANCE CO (447K shares), 20/20 Capital Management, Inc. (267K shares), LPL Financial LLC (196K shares), AE Wealth Management LLC (194K shares), BANK OF AMERICA CORP /DE/ (188K shares), Relative Value Partners Group, LLC (187K shares), and Sawtooth Solutions, LLC (153K shares).
This table shows the top 58 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.