Q2 2024 13F Holders as of 6/30/2024
-
Type / Class
-
Equity / US LARGECAP FUND
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Number of holders
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107
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Total 13F shares, excl. options
-
10.3M
-
Shares change
-
+792K
-
Total reported value, excl. options
-
$583M
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Value change
-
+$46.1M
-
Number of buys
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48
-
Number of sells
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-41
-
Price
-
$56.88
Significant Holders of WISDOMTREE TR - US LARGECAP FUND (EPS) as of Q2 2024
116 filings reported holding EPS - WISDOMTREE TR - US LARGECAP FUND as of Q2 2024.
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 10.3M shares
.
Largest 10 shareholders include Fiduciary Trust Co (1.7M shares), Private Wealth Strategies, L.L.C. (1.27M shares), Private Advisor Group, LLC (1.03M shares), LPL Financial LLC (1.03M shares), MORGAN STANLEY (966K shares), Garrett Wealth Advisory Group, LLC (664K shares), Cetera Investment Advisers (422K shares), Team Financial Group, LLC (421K shares), IEQ CAPITAL, LLC (265K shares), and Financial Gravity Asset Management, Inc. (263K 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.