Q3 2021 13F Holders as of 30 Sep 2021
-
Type / Class
-
Equity / US MIDCAP FUND
-
Number of holders
-
129
-
Total 13F shares, excl. options
-
7,615,290
-
Shares change
-
+391,569
-
Total reported value, excl. options
-
$395,719,919
-
Value change
-
+$20,399,219
-
Number of buys
-
64
-
Number of sells
-
-32
-
Price
-
$52.01
Significant Holders of WISDOMTREE TR - US MIDCAP FUND (EZM) as of Q3 2021
136 filings reported holding EZM - WISDOMTREE TR - US MIDCAP FUND as of Q3 2021.
WISDOMTREE TR - US MIDCAP FUND (EZM) has 129 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 7,615,290 shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (899,654 shares), TRUIST FINANCIAL CORP (792,129 shares), MORGAN STANLEY (647,930 shares), UBS Group AG (628,426 shares), 3D/L Capital Management, LLC (490,042 shares), Raymond James Financial Services Advisors, Inc. (459,964 shares), Great Point Wealth Advisors, LLC (332,881 shares), DAVENPORT & Co LLC (234,490 shares), ENVESTNET ASSET MANAGEMENT INC (225,529 shares), and IEQ CAPITAL, LLC (189,928 shares).
This table shows the top 129 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.