Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / US LARGECAP FUND
-
Total 13F shares
-
12,331,073
-
Share change
-
-252,404
-
Total reported value
-
$730,906,254
-
Price per share
-
$59.28
-
Number of holders
-
145
-
Value change
-
-$15,359,042
-
Number of buys
-
64
-
Number of sells
-
51
Institutional Holders of WISDOMTREE TR - US LARGECAP FUND (EPS) as of Q1 2025
As of 31 Mar 2025,
WISDOMTREE TR - US LARGECAP FUND (EPS) was held by
145 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
12,331,073 shares.
The largest 10 holders included
Fiduciary Trust Co, LPL Financial LLC, Private Advisor Group, LLC, MORGAN STANLEY, Lido Advisors, LLC, Garrett Wealth Advisory Group, LLC, INTEGRITY ALLIANCE, LLC., Team Financial Group, LLC, Cetera Investment Advisers, and BANK OF AMERICA CORP /DE/.
This page lists
146
institutional shareholders reporting positions in this security
for the Q1 2025 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.