Q2 2021 13F Holders as of 30 Jun 2021
-
Type / Class
-
Equity / US LARGECAP FUND
-
Number of holders
-
78
-
Total 13F shares, excl. options
-
6,770,038
-
Shares change
-
+278,375
-
Total reported value, excl. options
-
$313,125,000
-
Value change
-
+$12,857,682
-
Number of buys
-
37
-
Number of sells
-
-26
-
Price
-
$46.21
Significant Holders of WISDOMTREE TR - US LARGECAP FUND (EPS) as of Q2 2021
80 filings reported holding EPS - WISDOMTREE TR - US LARGECAP FUND as of Q2 2021.
WISDOMTREE TR - US LARGECAP FUND (EPS) has 78 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 6,770,038 shares
.
Largest 10 shareholders include Private Wealth Strategies, L.L.C. (1,559,363 shares), MORGAN STANLEY (772,782 shares), BEACON FINANCIAL GROUP (673,464 shares), DAIDO LIFE INSURANCE CO (549,372 shares), ENVESTNET ASSET MANAGEMENT INC (428,041 shares), JD Financial Services Inc. (259,630 shares), Relative Value Partners Group, LLC (217,618 shares), LPL Financial LLC (210,335 shares), Creative Planning (163,522 shares), and BANK OF AMERICA CORP /DE/ (155,401 shares).
This table shows the top 78 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.