Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / US MIDCAP FUND
-
Number of holders
-
132
-
Total 13F shares, excl. options
-
7,120,831
-
Shares change
-
+65,246
-
Total reported value, excl. options
-
$363,064,580
-
Value change
-
+$3,747,224
-
Number of buys
-
53
-
Number of sells
-
-50
-
Price
-
$50.93
Significant Holders of WISDOMTREE TR - US MIDCAP FUND (EZM) as of Q1 2021
142 filings reported holding EZM - WISDOMTREE TR - US MIDCAP FUND as of Q1 2021.
WISDOMTREE TR - US MIDCAP FUND (EZM) has 132 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 7,120,831 shares
.
Largest 10 shareholders include TRUIST FINANCIAL CORP (1,153,803 shares), MORGAN STANLEY (626,722 shares), UBS Group AG (587,725 shares), 3D/L Capital Management, LLC (530,972 shares), ENVESTNET ASSET MANAGEMENT INC (496,262 shares), BANK OF AMERICA CORP /DE/ (492,417 shares), Raymond James Financial Services Advisors, Inc. (391,905 shares), Great Point Wealth Advisors, LLC (225,372 shares), DAVENPORT & Co LLC (184,471 shares), and HighTower Advisors, LLC (167,392 shares).
This table shows the top 132 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.