Position history for CAPTRUST FINANCIAL ADVISORS's holdings in WISDOMTREE TR
CAPTRUST FINANCIAL ADVISORS holds 7.2M shares of USFR (WISDOMTREE TR), worth $362.1M as of 2025-Q4. The position was increased (++1.7% shares). USFR represents 0.7% of CAPTRUST FINANCIAL ADVISORS's portfolio.
Current Value
$362.1M
Current Shares
7.2M
Total Value Change
+$123.7M
Total Shares Change
+2.5M
Other major holders of USFR: Kestra Advisory Services, LLC, JPMORGAN CHASE & CO, MORGAN STANLEY
Increased |
| 7.2M |
+1.7% |
| $362.1M |
| 0.7% |
| $50.16 |
44 |
| 2025-Q3 | Increased | 7.1M | +1.6% | $355.9M | 0.7% | $49.62 | 44 |
| 2025-Q2 | Increased | 7M | +11.0% | $350.4M | 0.8% | $49.14 | 49 |
| 2025-Q1 | Increased | 6.3M | +23.1% | $315.7M | 0.8% | $48.63 | 53 |
| 2024-Q4 | Increased | 5.1M | +5.1% | $256.3M | 0.7% | $48.10 | 46 |
| 2024-Q3 | Increased | 4.8M | +2.3% | $243.4M | 0.7% | $47.49 | 44 |
| 2024-Q2 | Increased | 4.7M | +2.6% | $238.5M | 0.8% | $46.94 | 44 |