Q4 2021 13F Holders as of 31 Dec 2021
-
Type / Class
-
Equity / US MIDCAP FUND
-
Number of holders
-
144
-
Total 13F shares, excl. options
-
8,458,572
-
Shares change
-
+740,769
-
Total reported value, excl. options
-
$476,003,472
-
Value change
-
+$41,994,417
-
Number of buys
-
59
-
Number of sells
-
-48
-
Price
-
$56.28
Significant Holders of WISDOMTREE TR - US MIDCAP FUND (EZM) as of Q4 2021
155 filings reported holding EZM - WISDOMTREE TR - US MIDCAP FUND as of Q4 2021.
WISDOMTREE TR - US MIDCAP FUND (EZM) has 144 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 8,458,572 shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (911,204 shares), TRUIST FINANCIAL CORP (772,927 shares), UBS Group AG (692,306 shares), LPL Financial LLC (667,059 shares), MORGAN STANLEY (646,038 shares), Raymond James Financial Services Advisors, Inc. (515,786 shares), 3D/L Capital Management, LLC (473,339 shares), Great Point Wealth Advisors, LLC (354,488 shares), DAVENPORT & Co LLC (260,589 shares), and ENVESTNET ASSET MANAGEMENT INC (220,490 shares).
This table shows the top 144 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.