Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / US LARGECAP FUND
-
Total 13F shares
-
9,100,848
-
Share change
-
-86,992
-
Total reported value
-
$456,124,791
-
Price per share
-
$50.12
-
Number of holders
-
111
-
Value change
-
-$3,855,937
-
Number of buys
-
43
-
Number of sells
-
51
Institutional Holders of WISDOMTREE TR - US LARGECAP FUND (EPS) as of Q4 2023
As of 31 Dec 2023,
WISDOMTREE TR - US LARGECAP FUND (EPS) was held by
111 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
9,100,848 shares.
The largest 10 holders included
Private Wealth Strategies, L.L.C., Private Advisor Group, LLC, MORGAN STANLEY, LPL Financial LLC, Garrett Wealth Advisory Group, LLC, Team Financial Group, LLC, Kestra Advisory Services, LLC, Cetera Advisors LLC, IEQ CAPITAL, LLC, and Financial Gravity Asset Management, Inc..
This page lists
111
institutional shareholders reporting positions in this security
for the Q4 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.