Q3 2023 13F Holders as of 30 Sep 2023
-
Type / Class
-
Equity / US LARGECAP FUND
-
Total 13F shares
-
8,919,899
-
Share change
-
-452,603
-
Total reported value
-
$408,118,442
-
Price per share
-
$45.75
-
Number of holders
-
109
-
Value change
-
-$21,270,854
-
Number of buys
-
47
-
Number of sells
-
40
Institutional Holders of WISDOMTREE TR - US LARGECAP FUND (EPS) as of Q3 2023
As of 30 Sep 2023,
WISDOMTREE TR - US LARGECAP FUND (EPS) was held by
109 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
8,919,899 shares.
The largest 10 holders included
Private Wealth Strategies, L.L.C., MORGAN STANLEY, Private Advisor Group, LLC, LPL Financial LLC, Garrett Wealth Advisory Group, LLC, Team Financial Group, LLC, Cetera Advisors LLC, IEQ CAPITAL, LLC, Kestra Advisory Services, LLC, and BANK OF AMERICA CORP /DE/.
This page lists
109
institutional shareholders reporting positions in this security
for the Q3 2023 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.