Q1 2025 13F Holders as of 3/31/2025
-
Type / Class
-
Equity / US LARGECAP FUND
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Number of holders
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145
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Total 13F shares, excl. options
-
12.3M
-
Shares change
-
-252K
-
Total reported value, excl. options
-
$731M
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Value change
-
-$15.4M
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Number of buys
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64
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Number of sells
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-51
-
Price
-
$59.28
Significant Holders of WISDOMTREE TR - US LARGECAP FUND (EPS) as of Q1 2025
156 filings reported holding EPS - WISDOMTREE TR - US LARGECAP FUND as of Q1 2025.
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 12.3M shares
.
Largest 10 shareholders include Fiduciary Trust Co (2.41M shares), LPL Financial LLC (1.13M shares), Private Advisor Group, LLC (1.07M shares), MORGAN STANLEY (986K shares), Lido Advisors, LLC (904K shares), Garrett Wealth Advisory Group, LLC (779K shares), INTEGRITY ALLIANCE, LLC. (563K shares), Team Financial Group, LLC (426K shares), Cetera Investment Advisers (423K shares), and BANK OF AMERICA CORP /DE/ (275K 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.