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Wisdomtree Tr eur hdg smlcap shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of Wisdomtree Tr eur hdg smlcap (OPPE) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in Wisdomtree Tr eur hdg smlcap

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr eur hdg smlcap held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Tr eur hdg smlcap by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $800k 17k 46.58

More positions owned by EP Wealth Advisors

Vanguard Index Fds Growth Etf (VUG)
Vanguard Bd Index Fds Intermed Term (BIV)
Apple (AAPL)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
NVIDIA Corporation (NVDA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Broadcom (AVGO)
Dimensional Etf Trust Us Large Cap Val (DFLV)

View all positions for EP Wealth Advisors

Top funds holding Wisdomtree Tr eur hdg smlcap

LPL Financial
Stephens
Cathy Pareto & Associates
Sonoma Allocations
Catalytic Wealth RIA
WESCAP Management
Jane Street
Citadel Advisors
CI Private Wealth
Johnson Investment Counsel
D.A. Davidson & Co.
Spinnaker Investment Group
EP Wealth Advisors
Scotia Capital
Quantinno Capital Management

View all funds holding Wisdomtree Tr eur hdg smlcap