Q3 2021 13F Holders as of 30 Sep 2021
-
Type / Class
-
Equity / US LARGECAP FUND
-
Number of holders
-
82
-
Total 13F shares, excl. options
-
6.98M
-
Shares change
-
+258K
-
Total reported value, excl. options
-
$322M
-
Value change
-
+$11.8M
-
Number of buys
-
42
-
Number of sells
-
-27
-
Price
-
$45.99
Significant Holders of WISDOMTREE TR - US LARGECAP FUND (EPS) as of Q3 2021
83 filings reported holding EPS - WISDOMTREE TR - US LARGECAP FUND as of Q3 2021.
WISDOMTREE TR - US LARGECAP FUND (EPS) has 82 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 6.98M shares
.
Largest 10 shareholders include Private Wealth Strategies, L.L.C. (1.62M shares), MORGAN STANLEY (818K shares), BEACON FINANCIAL GROUP (654K shares), DAIDO LIFE INSURANCE CO (549K shares), ENVESTNET ASSET MANAGEMENT INC (425K shares), JD Financial Services Inc. (272K shares), LPL Financial LLC (219K shares), Relative Value Partners Group, LLC (218K shares), BANK OF AMERICA CORP /DE/ (160K shares), and Creative Planning (157K shares).
This table shows the top 82 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.