Q1 2021 13F Holders as of 3/31/2021
-
Type / Class
-
Equity / US LARGECAP FUND
-
Number of holders
-
71
-
Total 13F shares, excl. options
-
6.47M
-
Shares change
-
+422K
-
Total reported value, excl. options
-
$279M
-
Value change
-
+$18.9M
-
Number of buys
-
36
-
Number of sells
-
-24
-
Price
-
$43.35
Significant Holders of WISDOMTREE TR - US LARGECAP FUND (EPS) as of Q1 2021
78 filings reported holding EPS - WISDOMTREE TR - US LARGECAP FUND as of Q1 2021.
WISDOMTREE TR - US LARGECAP FUND (EPS) has 71 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 6.47M shares
.
Largest 10 shareholders include Private Wealth Strategies, L.L.C. (1.51M shares), BEACON FINANCIAL GROUP (878K shares), MORGAN STANLEY (793K shares), DAIDO LIFE INSURANCE CO (447K shares), ENVESTNET ASSET MANAGEMENT INC (427K shares), LPL Financial LLC (217K shares), Relative Value Partners Group, LLC (216K shares), Creative Planning (171K shares), BANK OF AMERICA CORP /DE/ (166K shares), and AVANTAX ADVISORY SERVICES, INC. (127K shares).
This table shows the top 71 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.