WISDOMTREE TR - US LARGECAP FUND (EPS)

Q3 2025 13F Holders as of 30 Sep 2025

Type / Class
Equity / US LARGECAP FUND
Total 13F shares
12,270,606
Share change
+239,971
Total reported value
$845,970,411
Price per share
$68.94
Number of holders
151
Value change
+$17,111,668
Number of buys
68
Number of sells
60

Institutional Holders of WISDOMTREE TR - US LARGECAP FUND (EPS) as of Q3 2025

As of 30 Sep 2025 WISDOMTREE TR - US LARGECAP FUND (EPS) had 151 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC). These institutions held a total of 12,270,606 shares of stock of the company.
Largest 10 holders included Fiduciary Trust Co, LPL Financial LLC, MORGAN STANLEY, Lido Advisors, LLC, Garrett Wealth Advisory Group, LLC, Private Advisor Group, LLC, Cetera Investment Advisers, Team Financial Group, LLC, IEQ CAPITAL, LLC, and Financial Gravity Asset Management, Inc..
This table shows 151 institutional shareholders of the security as of 30 Sep 2025.
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.