Q3 2022 13F Holders as of 30 Sep 2022
-
Type / Class
-
Equity / US LARGECAP FUND
-
Number of holders
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98
-
Total 13F shares, excl. options
-
8.11M
-
Shares change
-
-475K
-
Total reported value, excl. options
-
$312M
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Value change
-
-$18.5M
-
Number of buys
-
46
-
Number of sells
-
-38
-
Price
-
$38.39
Significant Holders of WISDOMTREE TR - US LARGECAP FUND (EPS) as of Q3 2022
104 filings reported holding EPS - WISDOMTREE TR - US LARGECAP FUND as of Q3 2022.
WISDOMTREE TR - US LARGECAP FUND (EPS) has 98 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 8.11M shares
.
Largest 10 shareholders include Private Wealth Strategies, L.L.C. (1.43M shares), MORGAN STANLEY (967K shares), Private Advisor Group, LLC (942K shares), DAIDO LIFE INSURANCE CO (549K shares), Garrett Wealth Advisory Group, LLC (546K shares), LPL Financial LLC (466K shares), Cetera Advisors LLC (301K shares), Relative Value Partners Group, LLC (236K shares), BANK OF AMERICA CORP /DE/ (215K shares), and AE Wealth Management LLC (172K shares).
This table shows the top 98 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.