Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / US LARGECAP FUND
-
Total 13F shares
-
6,472,168
-
Share change
-
+416,630
-
Total reported value
-
$278,752,863
-
Price per share
-
$43.35
-
Number of holders
-
71
-
Value change
-
+$18,699,890
-
Number of buys
-
36
-
Number of sells
-
25
Institutional Holders of WISDOMTREE TR - US LARGECAP FUND (EPS) as of Q1 2021
As of 31 Mar 2021,
WISDOMTREE TR - US LARGECAP FUND (EPS) was held by
71 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
6,472,168 shares.
The largest 10 holders included
Private Wealth Strategies, L.L.C., BEACON FINANCIAL GROUP, MORGAN STANLEY, DAIDO LIFE INSURANCE CO, ENVESTNET ASSET MANAGEMENT INC, LPL Financial LLC, Relative Value Partners Group, LLC, Creative Planning, BANK OF AMERICA CORP /DE/, and AVANTAX ADVISORY SERVICES, INC..
This page lists
71
institutional shareholders reporting positions in this security
for the Q1 2021 filing period.
| 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.