Q4 2022 13F Holders as of 12/31/2022
-
Type / Class
-
Equity / US LARGECAP FUND
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Number of holders
-
98
-
Total 13F shares, excl. options
-
7.83M
-
Shares change
-
+633K
-
Total reported value, excl. options
-
$326M
-
Value change
-
+$26.5M
-
Number of buys
-
39
-
Number of sells
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-50
-
Price
-
$41.58
Significant Holders of WISDOMTREE TR - US LARGECAP FUND (EPS) as of Q4 2022
110 filings reported holding EPS - WISDOMTREE TR - US LARGECAP FUND as of Q4 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 7.83M shares
.
Largest 10 shareholders include Private Wealth Strategies, L.L.C. (1.48M shares), MORGAN STANLEY (1.44M shares), Garrett Wealth Advisory Group, LLC (563K shares), DAIDO LIFE INSURANCE CO (549K shares), LPL Financial LLC (490K shares), Cetera Advisors LLC (311K shares), Relative Value Partners Group, LLC (234K shares), Kestra Advisory Services, LLC (217K shares), BANK OF AMERICA CORP /DE/ (200K shares), and Creative Planning (129K 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.