Q4 2017 13F Holders as of 31 Dec 2017
-
Type / Class
-
Equity / US LARGECAP FUND
-
Number of holders
-
29
-
Total 13F shares, excl. options
-
1,775,998
-
Shares change
-
+1,216,622
-
Total reported value, excl. options
-
$55,181,000
-
Value change
-
+$37,348,277
-
Number of buys
-
27
-
Number of sells
-
-1
-
Price
-
$31.07
Significant Holders of WISDOMTREE TR - US LARGECAP FUND (EPS) as of Q4 2017
30 filings reported holding EPS - WISDOMTREE TR - US LARGECAP FUND as of Q4 2017.
WISDOMTREE TR - US LARGECAP FUND (EPS) has 29 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,775,998 shares
.
Largest 10 shareholders include MORGAN STANLEY (875,242 shares), LPL Financial LLC (112,115 shares), LADENBURG THALMANN FINANCIAL SERVICES INC. (105,762 shares), BANK OF AMERICA CORP /DE/ (91,605 shares), Marietta Wealth Management, LLC (75,590 shares), UBS Group AG (64,922 shares), AMERIPRISE FINANCIAL INC (57,041 shares), WELLS FARGO & COMPANY/MN (52,474 shares), GOLDMAN SACHS GROUP INC (46,473 shares), and MYCIO WEALTH PARTNERS, LLC (30,809 shares).
This table shows the top 29 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.