Q2 2021 13F Holders as of 6/30/2021
-
Type / Class
-
Equity / US LARGECAP FUND
-
Number of holders
-
78
-
Total 13F shares, excl. options
-
6.77M
-
Shares change
-
+278K
-
Total reported value, excl. options
-
$313M
-
Value change
-
+$12.9M
-
Number of buys
-
37
-
Number of sells
-
-26
-
Price
-
$46.21
Significant Holders of WISDOMTREE TR - US LARGECAP FUND (EPS) as of Q2 2021
80 filings reported holding EPS - WISDOMTREE TR - US LARGECAP FUND as of Q2 2021.
WISDOMTREE TR - US LARGECAP FUND (EPS) has 78 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 6.77M shares
.
Largest 10 shareholders include Private Wealth Strategies, L.L.C. (1.56M shares), MORGAN STANLEY (773K shares), BEACON FINANCIAL GROUP (673K shares), DAIDO LIFE INSURANCE CO (549K shares), ENVESTNET ASSET MANAGEMENT INC (428K shares), JD Financial Services Inc. (260K shares), Relative Value Partners Group, LLC (218K shares), LPL Financial LLC (210K shares), Creative Planning (164K shares), and BANK OF AMERICA CORP /DE/ (155K shares).
This table shows the top 78 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.