Q2 2021 13F Holders as of 30 Jun 2021
-
Type / Class
-
Equity / US MIDCAP FUND
-
Number of holders
-
128
-
Total 13F shares, excl. options
-
7,204,645
-
Shares change
-
+106,961
-
Total reported value, excl. options
-
$377,877,164
-
Value change
-
+$5,674,815
-
Number of buys
-
56
-
Number of sells
-
-52
-
Price
-
$52.39
Significant Holders of WISDOMTREE TR - US MIDCAP FUND (EZM) as of Q2 2021
144 filings reported holding EZM - WISDOMTREE TR - US MIDCAP FUND as of Q2 2021.
WISDOMTREE TR - US MIDCAP FUND (EZM) has 128 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 7,204,645 shares
.
Largest 10 shareholders include TRUIST FINANCIAL CORP (952,074 shares), MORGAN STANLEY (639,448 shares), UBS Group AG (618,091 shares), BANK OF AMERICA CORP /DE/ (526,894 shares), 3D/L Capital Management, LLC (488,885 shares), Raymond James Financial Services Advisors, Inc. (430,481 shares), ENVESTNET ASSET MANAGEMENT INC (355,062 shares), Great Point Wealth Advisors, LLC (270,524 shares), DAVENPORT & Co LLC (215,097 shares), and IEQ CAPITAL, LLC (189,928 shares).
This table shows the top 128 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.