Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / US LARGECAP FUND
-
Total 13F shares
-
6,472,168
-
Share change
-
+422,081
-
Total reported value
-
$278,752,863
-
Price per share
-
$43.35
-
Number of holders
-
71
-
Value change
-
+$18,936,169
-
Number of buys
-
36
-
Number of sells
-
24
Institutional Holders of WISDOMTREE TR - US LARGECAP FUND (EPS) as of Q1 2021
As of 31 Mar 2021 WISDOMTREE TR - US LARGECAP FUND (EPS) had 71 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 6,472,168 shares of stock of the company.
Largest 10 holders included Private Wealth Strategies, L.L.C., BEACON FINANCIAL GROUP, MORGAN STANLEY, DAIDO LIFE INSURANCE CO, ENVESTNET ASSET MANAGEMENT INC, LPL Financial LLC, Relative Value Partners Group, LLC, Creative Planning, BANK OF AMERICA CORP /DE/, and AVANTAX ADVISORY SERVICES, INC..
This table shows 71 institutional shareholders of the security as of 31 Mar 2021.
| 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.