Q2 2023 13F Holders as of 6/30/2023
-
Type / Class
-
Equity / US LARGECAP FUND
-
Number of holders
-
98
-
Total 13F shares, excl. options
-
8.88M
-
Shares change
-
+42.9K
-
Total reported value, excl. options
-
$415M
-
Value change
-
+$2.11M
-
Number of buys
-
34
-
Number of sells
-
-49
-
Price
-
$46.71
Significant Holders of WISDOMTREE TR - US LARGECAP FUND (EPS) as of Q2 2023
106 filings reported holding EPS - WISDOMTREE TR - US LARGECAP FUND as of Q2 2023.
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 8.88M shares
.
Largest 10 shareholders include Private Wealth Strategies, L.L.C. (1.49M shares), MORGAN STANLEY (1.3M shares), Private Advisor Group, LLC (924K shares), LPL Financial LLC (725K shares), Garrett Wealth Advisory Group, LLC (575K shares), DAIDO LIFE INSURANCE CO (549K shares), Cetera Advisors LLC (305K shares), IEQ CAPITAL, LLC (265K shares), Kestra Advisory Services, LLC (227K shares), and BANK OF AMERICA CORP /DE/ (197K 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.