Q4 2021 13F Holders as of 12/31/2021
-
Type / Class
-
Equity / US LARGECAP FUND
-
Number of holders
-
95
-
Total 13F shares, excl. options
-
7.99M
-
Shares change
-
+561K
-
Total reported value, excl. options
-
$402M
-
Value change
-
+$28.7M
-
Number of buys
-
48
-
Number of sells
-
-30
-
Price
-
$50.36
Significant Holders of WISDOMTREE TR - US LARGECAP FUND (EPS) as of Q4 2021
101 filings reported holding EPS - WISDOMTREE TR - US LARGECAP FUND as of Q4 2021.
WISDOMTREE TR - US LARGECAP FUND (EPS) has 95 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 7.99M shares
.
Largest 10 shareholders include Private Wealth Strategies, L.L.C. (1.68M shares), MORGAN STANLEY (834K shares), BEACON FINANCIAL GROUP (651K shares), DAIDO LIFE INSURANCE CO (549K shares), Private Advisor Group, LLC (371K shares), WIN ADVISORS, INC (358K shares), IHT Wealth Management, LLC (285K shares), JD Financial Services Inc. (281K shares), ENVESTNET ASSET MANAGEMENT INC (251K shares), and LPL Financial LLC (228K shares).
This table shows the top 95 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.