Q2 2020 13F Holders as of 30 Jun 2020
-
Type / Class
-
Equity / US LARGECAP FUND
-
Number of holders
-
59
-
Total 13F shares, excl. options
-
5,552,995
-
Shares change
-
-57,541
-
Total reported value, excl. options
-
$184,591,217
-
Value change
-
-$757,814
-
Number of buys
-
25
-
Number of sells
-
-35
-
Price
-
$33.17
Significant Holders of WISDOMTREE TR - US LARGECAP FUND (EPS) as of Q2 2020
70 filings reported holding EPS - WISDOMTREE TR - US LARGECAP FUND as of Q2 2020.
WISDOMTREE TR - US LARGECAP FUND (EPS) has 59 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 5,552,995 shares
.
Largest 10 shareholders include Private Wealth Strategies, L.L.C. (1,136,582 shares), MORGAN STANLEY (766,332 shares), BEACON FINANCIAL GROUP (680,223 shares), DAIDO LIFE INSURANCE CO (446,973 shares), 20/20 Capital Management, Inc. (267,287 shares), LPL Financial LLC (196,032 shares), AE Wealth Management LLC (194,201 shares), BANK OF AMERICA CORP /DE/ (188,157 shares), Relative Value Partners Group, LLC (186,639 shares), and Sawtooth Solutions, LLC (152,711 shares).
This table shows the top 59 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.