Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / US MIDCAP FUND
-
Total 13F shares
-
7,619,231
-
Share change
-
-542,266
-
Total reported value
-
$464,451,537
-
Price per share
-
$61.02
-
Number of holders
-
150
-
Value change
-
-$32,511,430
-
Number of buys
-
52
-
Number of sells
-
58
Institutional Holders of WISDOMTREE TR - US MIDCAP FUND (EZM) as of Q1 2024
As of 31 Mar 2024 WISDOMTREE TR - US MIDCAP FUND (EZM) had 150 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 7,619,231 shares of stock of the company.
Largest 10 holders included UBS Group AG, BANK OF AMERICA CORP /DE/, TRUIST FINANCIAL CORP, DAVENPORT & Co LLC, MORGAN STANLEY, Freedom Investment Management, Inc., Raymond James Financial Services Advisors, Inc., Baird Financial Group, Inc., IEQ CAPITAL, LLC, and Cetera Investment Advisers.
This table shows 150 institutional shareholders of the security as of 31 Mar 2024.
| 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.