Q3 2024 13F Holders as of 30 Sep 2024
-
Type / Class
-
Equity / US LARGECAP FUND
-
Number of holders
-
116
-
Total 13F shares, excl. options
-
9.78M
-
Shares change
-
+803K
-
Total reported value, excl. options
-
$587M
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Value change
-
+$48.2M
-
Number of buys
-
52
-
Number of sells
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-44
-
Price
-
$60.04
Significant Holders of WISDOMTREE TR - US LARGECAP FUND (EPS) as of Q3 2024
124 filings reported holding EPS - WISDOMTREE TR - US LARGECAP FUND as of Q3 2024.
WISDOMTREE TR - US LARGECAP FUND (EPS) has 116 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 9.78M shares
.
Largest 10 shareholders include Fiduciary Trust Co (2.13M shares), LPL Financial LLC (1.07M shares), Private Advisor Group, LLC (1.02M shares), MORGAN STANLEY (992K shares), Garrett Wealth Advisory Group, LLC (686K shares), Team Financial Group, LLC (428K shares), Cetera Investment Advisers (428K shares), IEQ CAPITAL, LLC (265K shares), Financial Gravity Companies, Inc. (232K shares), and BANK OF AMERICA CORP /DE/ (202K shares).
This table shows the top 116 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.