Q3 2023 13F Holders as of 9/30/2023
-
Type / Class
-
Equity / US LARGECAP FUND
-
Number of holders
-
107
-
Total 13F shares, excl. options
-
8.84M
-
Shares change
-
-452K
-
Total reported value, excl. options
-
$404M
-
Value change
-
-$21.3M
-
Number of buys
-
47
-
Number of sells
-
-39
-
Price
-
$45.75
Significant Holders of WISDOMTREE TR - US LARGECAP FUND (EPS) as of Q3 2023
110 filings reported holding EPS - WISDOMTREE TR - US LARGECAP FUND as of Q3 2023.
WISDOMTREE TR - US LARGECAP FUND (EPS) has 107 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 8.84M shares
.
Largest 10 shareholders include Private Wealth Strategies, L.L.C. (1.5M shares), MORGAN STANLEY (1.24M shares), Private Advisor Group, LLC (946K shares), LPL Financial LLC (756K shares), Garrett Wealth Advisory Group, LLC (584K shares), Team Financial Group, LLC (397K shares), Cetera Advisors LLC (295K shares), IEQ CAPITAL, LLC (265K shares), Kestra Advisory Services, LLC (229K shares), and BANK OF AMERICA CORP /DE/ (198K shares).
This table shows the top 107 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.