Q4 2023 13F Holders as of 31 Dec 2023
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Type / Class
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Equity / US LARGECAP FUND
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Number of holders
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1
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Total 13F shares, excl. options
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12.5K
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Shares change
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0
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Total reported value, excl. options
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$627K
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Price
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$50.12
Significant Holders of WISDOMTREE TR - US LARGECAP FUND (EPS) as of Q4 2023
1 filings reported holding EPS - WISDOMTREE TR - US LARGECAP FUND as of Q4 2023.
WISDOMTREE TR - US LARGECAP FUND (EPS) has 1 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 12.5K shares
.
Largest 10 shareholders include Private Wealth Strategies, L.L.C. (1.52M shares), Private Advisor Group, LLC (1M shares), MORGAN STANLEY (967K shares), LPL Financial LLC (912K shares), Garrett Wealth Advisory Group, LLC (571K shares), Team Financial Group, LLC (410K shares), Kestra Advisory Services, LLC (319K shares), Cetera Advisors LLC (284K shares), IEQ CAPITAL, LLC (265K shares), and Financial Gravity Asset Management, Inc. (250K shares).
This table shows the top 1 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.