Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / US LARGECAP FUND
-
Total 13F shares
-
9,525,279
-
Share change
-
+424,431
-
Total reported value
-
$525,462,403
-
Price per share
-
$55.40
-
Number of holders
-
110
-
Value change
-
+$25,538,800
-
Number of buys
-
36
-
Number of sells
-
59
Institutional Holders of WISDOMTREE TR - US LARGECAP FUND (EPS) as of Q1 2024
As of 31 Mar 2024,
WISDOMTREE TR - US LARGECAP FUND (EPS) was held by
110 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
9,525,279 shares.
The largest 10 holders included
Private Wealth Strategies, L.L.C., Private Advisor Group, LLC, LPL Financial LLC, MORGAN STANLEY, Fiduciary Trust Co, Garrett Wealth Advisory Group, LLC, Cetera Investment Advisers, Team Financial Group, LLC, Kestra Advisory Services, LLC, and IEQ CAPITAL, LLC.
This page lists
110
institutional shareholders reporting positions in this security
for the Q1 2024 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.