Q4 2018 13F Holders as of 31 Dec 2018
-
Type / Class
-
Equity / US LARGECAP FUND
-
Number of holders
-
41
-
Total 13F shares, excl. options
-
3,629,254
-
Shares change
-
+1,115,066
-
Total reported value, excl. options
-
$102,371,000
-
Value change
-
+$31,363,316
-
Number of buys
-
17
-
Number of sells
-
-19
-
Price
-
$28.20
Significant Holders of WISDOMTREE TR - US LARGECAP FUND (EPS) as of Q4 2018
45 filings reported holding EPS - WISDOMTREE TR - US LARGECAP FUND as of Q4 2018.
WISDOMTREE TR - US LARGECAP FUND (EPS) has 41 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3,629,254 shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (1,002,987 shares), MORGAN STANLEY (770,804 shares), DAIDO LIFE INSURANCE CO (446,973 shares), Raymond James Financial Services Advisors, Inc. (201,850 shares), LPL Financial LLC (126,694 shares), LADENBURG THALMANN FINANCIAL SERVICES INC. (103,653 shares), Marietta Wealth Management, LLC (99,074 shares), Surevest Inc. (80,937 shares), Cambridge Investment Research Advisors, Inc. (70,632 shares), and ACG Wealth (68,637 shares).
This table shows the top 41 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.