Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / US LARGECAP FUND
-
Total 13F shares
-
12,918,333
-
Share change
-
+2,313,340
-
Total reported value
-
$790,824,785
-
Price per share
-
$61.18
-
Number of holders
-
145
-
Value change
-
+$142,038,467
-
Number of buys
-
59
-
Number of sells
-
44
Institutional Holders of WISDOMTREE TR - US LARGECAP FUND (EPS) as of Q4 2024
As of 31 Dec 2024,
WISDOMTREE TR - US LARGECAP FUND (EPS) was held by
145 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
12,918,333 shares.
The largest 10 holders included
Fiduciary Trust Co, Lido Advisors, LLC, LPL Financial LLC, Private Advisor Group, LLC, MORGAN STANLEY, Garrett Wealth Advisory Group, LLC, Essential Planning, LLC., Team Financial Group, LLC, Cetera Investment Advisers, and INTEGRITY ALLIANCE, LLC..
This page lists
145
institutional shareholders reporting positions in this security
for the Q4 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.