Q2 2016 13F Holders as of 30 Jun 2016
-
Type / Class
-
Equity / US MIDCAP FUND
-
Number of holders
-
76
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Total 13F shares, excl. options
-
2,942,622
-
Shares change
-
-212,668
-
Total reported value, excl. options
-
$268,595,000
-
Value change
-
-$19,230,100
-
Number of buys
-
32
-
Number of sells
-
-26
-
Price
-
$91.30
Significant Holders of WISDOMTREE TR - US MIDCAP FUND (EZM) as of Q2 2016
80 filings reported holding EZM - WISDOMTREE TR - US MIDCAP FUND as of Q2 2016.
WISDOMTREE TR - US MIDCAP FUND (EZM) has 76 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2,942,622 shares
.
Largest 10 shareholders include MORGAN STANLEY (616,169 shares), UBS Group AG (350,180 shares), SUNTRUST BANKS INC (303,665 shares), BANK OF AMERICA CORP /DE/ (268,040 shares), 3D ASSET MANAGEMENT, INC (184,099 shares), FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. (143,283 shares), ENVESTNET ASSET MANAGEMENT INC (125,225 shares), Raymond James Financial Services Advisors, Inc. (91,362 shares), Northeast Financial Consultants Inc (80,487 shares), and HighTower Advisors, LLC (64,881 shares).
This table shows the top 76 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.