Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / US LARGECAP FUND
-
Total 13F shares
-
1,073,469
-
Share change
-
+83,725
-
Total reported value
-
$76,115,070
-
Price per share
-
$70.86
-
Number of holders
-
31
-
Value change
-
+$5,974,540
-
Number of buys
-
7
-
Number of sells
-
16
Institutional Holders of WISDOMTREE TR - US LARGECAP FUND (EPS) as of Q4 2025
As of 31 Dec 2025,
WISDOMTREE TR - US LARGECAP FUND (EPS) was held by
31 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,073,469 shares.
The largest 10 holders included
Team Financial Group, LLC, Systelligence, LLC, EASTERN BANK, Prime Capital Investment Advisors, LLC, ROCKLAND TRUST CO, Modera Wealth Management, LLC, KMG FIDUCIARY PARTNERS, LLC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, Triad Wealth Partners, LLC, and LongView Wealth Management.
This page lists
31
institutional shareholders reporting positions in this security
for the Q4 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.