Q4 2021 13F Holders as of 31 Dec 2021
-
Type / Class
-
Equity / US LARGECAP FUND
-
Number of holders
-
94
-
Total 13F shares, excl. options
-
7,939,117
-
Shares change
-
+560,924
-
Total reported value, excl. options
-
$399,951,022
-
Value change
-
+$28,686,320
-
Number of buys
-
48
-
Number of sells
-
-30
-
Price
-
$50.36
Significant Holders of WISDOMTREE TR - US LARGECAP FUND (EPS) as of Q4 2021
100 filings reported holding EPS - WISDOMTREE TR - US LARGECAP FUND as of Q4 2021.
WISDOMTREE TR - US LARGECAP FUND (EPS) has 94 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 7,939,117 shares
.
Largest 10 shareholders include Private Wealth Strategies, L.L.C. (1,682,287 shares), MORGAN STANLEY (833,657 shares), BEACON FINANCIAL GROUP (651,219 shares), DAIDO LIFE INSURANCE CO (549,372 shares), Private Advisor Group, LLC (371,386 shares), WIN ADVISORS, INC (358,253 shares), IHT Wealth Management, LLC (285,063 shares), JD Financial Services Inc. (281,271 shares), ENVESTNET ASSET MANAGEMENT INC (250,864 shares), and LPL Financial LLC (227,583 shares).
This table shows the top 94 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.