Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / US LARGECAP FUND
-
Number of holders
-
145
-
Total 13F shares, excl. options
-
12.9M
-
Shares change
-
+2.31M
-
Total reported value, excl. options
-
$791M
-
Value change
-
+$142M
-
Number of buys
-
59
-
Number of sells
-
-44
-
Price
-
$61.18
Significant Holders of WISDOMTREE TR - US LARGECAP FUND (EPS) as of Q4 2024
150 filings reported holding EPS - WISDOMTREE TR - US LARGECAP FUND as of Q4 2024.
WISDOMTREE TR - US LARGECAP FUND (EPS) has 145 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 12.9M shares
.
Largest 10 shareholders include Fiduciary Trust Co (2.26M shares), Lido Advisors, LLC (1.24M shares), LPL Financial LLC (1.08M shares), Private Advisor Group, LLC (1.03M shares), MORGAN STANLEY (973K shares), Garrett Wealth Advisory Group, LLC (744K shares), Essential Planning, LLC. (741K shares), Team Financial Group, LLC (433K shares), Cetera Investment Advisers (426K shares), and INTEGRITY ALLIANCE, LLC. (407K shares).
This table shows the top 145 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.