Q4 2020 13F Holders as of 12/31/2020
-
Type / Class
-
Equity / US LARGECAP FUND
-
Number of holders
-
68
-
Total 13F shares, excl. options
-
6.05M
-
Shares change
-
-105K
-
Total reported value, excl. options
-
$244M
-
Value change
-
-$4.12M
-
Number of buys
-
31
-
Number of sells
-
-23
-
Price
-
$40.16
Significant Holders of WISDOMTREE TR - US LARGECAP FUND (EPS) as of Q4 2020
71 filings reported holding EPS - WISDOMTREE TR - US LARGECAP FUND as of Q4 2020.
WISDOMTREE TR - US LARGECAP FUND (EPS) has 68 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 6.05M shares
.
Largest 10 shareholders include Private Wealth Strategies, L.L.C. (1.37M shares), BEACON FINANCIAL GROUP (878K shares), MORGAN STANLEY (803K shares), DAIDO LIFE INSURANCE CO (447K shares), LPL Financial LLC (216K shares), Relative Value Partners Group, LLC (207K shares), Creative Planning (177K shares), BANK OF AMERICA CORP /DE/ (168K shares), AVANTAX ADVISORY SERVICES, INC. (125K shares), and Integrated Wealth Concepts LLC (110K shares).
This table shows the top 68 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.