Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / US LARGECAP FUND
-
Number of holders
-
71
-
Total 13F shares, excl. options
-
6,472,168
-
Shares change
-
+416,630
-
Total reported value, excl. options
-
$278,752,863
-
Value change
-
+$18,699,890
-
Number of buys
-
36
-
Number of sells
-
-25
-
Price
-
$43.35
Significant Holders of WISDOMTREE TR - US LARGECAP FUND (EPS) as of Q1 2021
78 filings reported holding EPS - WISDOMTREE TR - US LARGECAP FUND as of Q1 2021.
WISDOMTREE TR - US LARGECAP FUND (EPS) has 71 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 6,472,168 shares
.
Largest 10 shareholders include Private Wealth Strategies, L.L.C. (1,510,522 shares), BEACON FINANCIAL GROUP (878,074 shares), MORGAN STANLEY (793,125 shares), DAIDO LIFE INSURANCE CO (446,973 shares), ENVESTNET ASSET MANAGEMENT INC (427,473 shares), LPL Financial LLC (217,472 shares), Relative Value Partners Group, LLC (215,514 shares), Creative Planning (171,283 shares), BANK OF AMERICA CORP /DE/ (166,159 shares), and AVANTAX ADVISORY SERVICES, INC. (126,583 shares).
This table shows the top 71 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.