Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / US LARGECAP FUND
-
Number of holders
-
110
-
Total 13F shares, excl. options
-
9.53M
-
Shares change
-
+490K
-
Total reported value, excl. options
-
$525M
-
Value change
-
+$29.2M
-
Number of buys
-
36
-
Number of sells
-
-58
-
Price
-
$55.40
Significant Holders of WISDOMTREE TR - US LARGECAP FUND (EPS) as of Q1 2024
123 filings reported holding EPS - WISDOMTREE TR - US LARGECAP FUND as of Q1 2024.
WISDOMTREE TR - US LARGECAP FUND (EPS) has 110 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 9.53M shares
.
Largest 10 shareholders include Private Wealth Strategies, L.L.C. (1.25M shares), Private Advisor Group, LLC (982K shares), LPL Financial LLC (968K shares), MORGAN STANLEY (901K shares), Fiduciary Trust Co (833K shares), Garrett Wealth Advisory Group, LLC (644K shares), Cetera Investment Advisers (425K shares), Team Financial Group, LLC (405K shares), Kestra Advisory Services, LLC (301K shares), and IEQ CAPITAL, LLC (265K shares).
This table shows the top 110 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.