Health Services - Latest Institutional Ownership Updates

This table shows recent investment for the industry. A lot of people consider institutional money to be "smart money" since they tend to be well-informed and have dedicated research teams. So, tracking the filings of institutions can be considered a proxy for institutional sentiment. If you see a number of institutions accumulating shares, for example, that might be considered a positive signal.

File Date Form Target Company Investor Prior Shares Current Shares Change
(Percent)
2025-09-03 SCHEDULE 13D/A BDSX / Biodesix Schuler Jack W 36,332,985 39,821,357 9.60
2025-09-03 13F-HR NTRA / Natera American Trust 0 1,336
2025-09-02 13F-HR/A DGX / Quest Diagnostics Aegon Asset Management Uk Plc 270,816 290,707 7.34
2025-09-02 13F-HR/A EXAS / Exact Sciences Aegon Asset Management Uk Plc 240,081 33 -99.99
2025-09-02 13F-HR/A VCYT / Veracyte Aegon Asset Management Uk Plc 454,003 363,075 -20.03
2025-09-02 13F-HR SHC / Sotera Health Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 16,500
2025-09-02 13F-HR SHC / Sotera Health Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 16,500 23,500 42.42
2025-09-02 13F-HR SHC / Sotera Health Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 23,500 0 -100.00
2025-09-02 13F-HR NTRA / Natera Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 2,800
2025-09-02 13F-HR NTRA / Natera Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 2,800 2,800 0.00
2025-09-02 13F-HR NTRA / Natera Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 2,800 13,600 385.71
2025-09-02 13F-HR/A LH / Labcorp Holdings Harwood Advisory Group, LLC 29 94 224.14
2025-09-02 13F-HR/A FTRE / Fortrea Holdings Harwood Advisory Group, LLC 29 29 0.00
2025-08-29 NPORT-P LH / Labcorp Holdings CVRD - Madison ETFs Trust - Madison Covered Call ETF 0 2,500
2025-08-29 NPORT-P DGX / Quest Diagnostics DIVL - Madison ETFs Trust - Madison Dividend Value ETF 10,022 9,842 -1.80
2025-08-29 13F-HR THC / Tenet Healthcare Evolution Wealth Management Inc. 30
2025-08-29 13F-HR LH / Labcorp Holdings Evolution Wealth Management Inc. 1
2025-08-29 13F-HR AIQ / Global X Funds - Global X Artificial Intelligence & Technology ETF Evolution Wealth Management Inc. 1,788
2025-08-29 13F-HR HIMS / Hims & Hers Health Evolution Wealth Management Inc. 176
2025-08-29 13F-HR DGX / Quest Diagnostics Total Investment Management Inc 4
2025-08-29 13F-HR HCA / HCA Healthcare Total Investment Management Inc 4
2025-08-29 13F-HR CHE / Chemed Total Investment Management Inc 1
2025-08-29 13F-HR BTSG / BrightSpring Health Services Total Investment Management Inc 1
2025-08-29 NPORT-P HCA / HCA Healthcare FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF 4,747 4,646 -2.13
2025-08-29 NPORT-P PNTG / Pennant Group JMCRX - James Advantage Funds - James Micro Cap Fund 5,582 5,582 0.00
2025-08-29 NPORT-P NHC / National HealthCare JASCX - JAMES ADVANTAGE FUNDS - James Small Cap Fund 3,545 3,545 0.00
2025-08-29 NPORT-P ENSG / Ensign Group JASCX - JAMES ADVANTAGE FUNDS - James Small Cap Fund 2,241 2,241 0.00
2025-08-29 NPORT-P OPCH / Option Care Health JASCX - JAMES ADVANTAGE FUNDS - James Small Cap Fund 10,500 10,500 0.00
2025-08-29 NPORT-P DVA / DaVita OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF 1,212 1,204 -0.66
2025-08-29 NPORT-P SHC / Sotera Health OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF 14,545 14,443 -0.70
2025-08-29 NPORT-P UHS / Universal Health Services OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF 960 954 -0.62
2025-08-29 NPORT-P DGX / Quest Diagnostics OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF 979 973 -0.61
2025-08-29 NPORT-P MD / Pediatrix Medical Group OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF 11,544 11,462 -0.71
2025-08-29 NPORT-P BKD / Brookdale Senior Living OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF 24,294 24,122 -0.71
2025-08-29 NPORT-P THC / Tenet Healthcare OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF 1,333 1,325 -0.60
2025-08-29 13F-HR HIMS / Hims & Hers Health Centaurus Financial, Inc. 3,423
2025-08-29 13F-HR AIQ / Global X Funds - Global X Artificial Intelligence & Technology ETF Centaurus Financial, Inc. 27,905 24,157 -13.43
2025-08-29 13F-HR EXAS / Exact Sciences Centaurus Financial, Inc. 2,367 2,397 1.27
2025-08-29 13F-HR CHE / Chemed Centaurus Financial, Inc. 5,386 5,491 1.95
2025-08-29 13F-HR EHC / Encompass Health Centaurus Financial, Inc. 3,000 2,900 -3.33
2025-08-29 NPORT-P OPCH / Option Care Health STXG - EA Series Trust - Strive 1000 Growth ETF 424 437 3.07
2025-08-29 NPORT-P ENSG / Ensign Group STXG - EA Series Trust - Strive 1000 Growth ETF 135 135 0.00
2025-08-29 NPORT-P EXAS / Exact Sciences STXG - EA Series Trust - Strive 1000 Growth ETF 541 567 4.81
2025-08-29 NPORT-P SHC / Sotera Health STXG - EA Series Trust - Strive 1000 Growth ETF 285 298 4.56
2025-08-29 NPORT-P HCA / HCA Healthcare STXG - EA Series Trust - Strive 1000 Growth ETF 88 88 0.00
2025-08-29 NPORT-P CHE / Chemed STXG - EA Series Trust - Strive 1000 Growth ETF 41 41 0.00
2025-08-29 NPORT-P DVA / DaVita STXG - EA Series Trust - Strive 1000 Growth ETF 97 97 0.00
2025-08-29 NPORT-P LH / Labcorp Holdings STXG - EA Series Trust - Strive 1000 Growth ETF 4 4 0.00
2025-08-29 NPORT-P EHC / Encompass Health STXG - EA Series Trust - Strive 1000 Growth ETF 191 191 0.00
2025-08-29 NPORT-P NTRA / Natera STXG - EA Series Trust - Strive 1000 Growth ETF 313 326 4.15
2025-08-29 NPORT-P GH / Guardant Health STXK - EA Series Trust - Strive Small-Cap ETF 3,737 3,624 -3.02
2025-08-29 NPORT-P SGRY / Surgery Partners STXK - EA Series Trust - Strive Small-Cap ETF 2,334 2,418 3.60
2025-08-29 NPORT-P PRVA / Privia Health Group STXK - EA Series Trust - Strive Small-Cap ETF 3,143 3,255 3.56
2025-08-29 NPORT-P OPCH / Option Care Health STXK - EA Series Trust - Strive Small-Cap ETF 5,220 4,948 -5.21
2025-08-29 NPORT-P LFST / LifeStance Health Group STXK - EA Series Trust - Strive Small-Cap ETF 2,772 2,870 3.54
2025-08-29 NPORT-P SHC / Sotera Health STXK - EA Series Trust - Strive Small-Cap ETF 4,696 4,864 3.58
2025-08-29 NPORT-P BTSG / BrightSpring Health Services STXK - EA Series Trust - Strive Small-Cap ETF 1,566 2,423 54.73
2025-08-29 NPORT-P VCYT / Veracyte STXK - EA Series Trust - Strive Small-Cap ETF 2,157 2,234 3.57
2025-08-29 NPORT-P ACHC / Acadia Healthcare STXK - EA Series Trust - Strive Small-Cap ETF 2,705 2,803 3.62
2025-08-29 NPORT-P AMED / Amedisys STXK - EA Series Trust - Strive Small-Cap ETF 993 1,028 3.52
2025-08-29 NPORT-P SEM / Select Medical Holdings STXK - EA Series Trust - Strive Small-Cap ETF 3,143 3,255 3.56
2025-08-29 NPORT-P ADUS / Addus HomeCare STXK - EA Series Trust - Strive Small-Cap ETF 504 518 2.78
2025-08-29 NPORT-P RDNT / RadNet STXK - EA Series Trust - Strive Small-Cap ETF 2,006 2,076 3.49
2025-08-29 NPORT-P OPCH / Option Care Health STXV - EA Series Trust - Strive 1000 Value ETF 319 306 -4.08
2025-08-29 NPORT-P EHC / Encompass Health STXV - EA Series Trust - Strive 1000 Value ETF 247 184 -25.51
2025-08-29 NPORT-P DVA / DaVita STXV - EA Series Trust - Strive 1000 Value ETF 105 105 0.00
2025-08-29 NPORT-P THC / Tenet Healthcare STXV - EA Series Trust - Strive 1000 Value ETF 394 381 -3.30
2025-08-29 NPORT-P LH / Labcorp Holdings STXV - EA Series Trust - Strive 1000 Value ETF 348 335 -3.74
2025-08-29 NPORT-P CHE / Chemed STXV - EA Series Trust - Strive 1000 Value ETF 6 6 0.00
2025-08-29 NPORT-P DGX / Quest Diagnostics STXV - EA Series Trust - Strive 1000 Value ETF 489 463 -5.32
2025-08-29 NPORT-P UHS / Universal Health Services STXV - EA Series Trust - Strive 1000 Value ETF 238 225 -5.46
2025-08-29 NPORT-P HCA / HCA Healthcare STXV - EA Series Trust - Strive 1000 Value ETF 653 583 -10.72
2025-08-29 NPORT-P ACHC / Acadia Healthcare STXV - EA Series Trust - Strive 1000 Value ETF 381 368 -3.41
2025-08-29 NPORT-P HIMS / Hims & Hers Health STXM - EA Series Trust - Strive Mid-Cap ETF 785 888 13.12
2025-08-29 NPORT-P EXAS / Exact Sciences STXM - EA Series Trust - Strive Mid-Cap ETF 861 917 6.50
2025-08-29 NPORT-P EHC / Encompass Health STXM - EA Series Trust - Strive Mid-Cap ETF 454 482 6.17
2025-08-29 NPORT-P CHE / Chemed STXM - EA Series Trust - Strive Mid-Cap ETF 68 72 5.88
2025-08-29 NPORT-P DVA / DaVita STXM - EA Series Trust - Strive Mid-Cap ETF 192 186 -3.12
2025-08-29 NPORT-P THC / Tenet Healthcare STXM - EA Series Trust - Strive Mid-Cap ETF 434 462 6.45
2025-08-29 NPORT-P ENSG / Ensign Group STXM - EA Series Trust - Strive Mid-Cap ETF 257 273 6.23
2025-08-29 NPORT-P UHS / Universal Health Services STXM - EA Series Trust - Strive Mid-Cap ETF 252 269 6.75
2025-08-29 NPORT-P UHS / Universal Health Services QVAL - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Value ETF 38,140 38,821 1.79
2025-08-29 NPORT-P DVA / DaVita QVAL - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Value ETF 0 54,394
2025-08-29 NPORT-P UHS / Universal Health Services NIXT - EA Series Trust - Research Affiliates Deletions ETF 1,576 1,046 -33.63
2025-08-29 NPORT-P ACHC / Acadia Healthcare NIXT - EA Series Trust - Research Affiliates Deletions ETF 7,915
2025-08-29 NPORT-P SHC / Sotera Health NIXT - EA Series Trust - Research Affiliates Deletions ETF 23,531 16,103 -31.57
2025-08-29 NPORT-P AGL / agilon health NIXT - EA Series Trust - Research Affiliates Deletions ETF 47,728 43,467 -8.93
2025-08-29 NPORT-P AMED / Amedisys NIXT - EA Series Trust - Research Affiliates Deletions ETF 2,861 1,951 -31.81
2025-08-29 NPORT-P SGRY / Surgery Partners NIXT - EA Series Trust - Research Affiliates Deletions ETF 10,519 8,438 -19.78
2025-08-29 NPORT-P NTRA / Natera STRV - EA Series Trust - Strive 500 ETF 2,032 2,032 0.00
2025-08-29 NPORT-P DGX / Quest Diagnostics STRV - EA Series Trust - Strive 500 ETF 1,674 2,378 42.05
2025-08-29 NPORT-P LH / Labcorp Holdings STRV - EA Series Trust - Strive 500 ETF 1,383 1,383 0.00
2025-08-29 NPORT-P HCA / HCA Healthcare STRV - EA Series Trust - Strive 500 ETF 3,018 3,165 4.87
2025-08-29 NPORT-P ENSG / Ensign Group STXD - EA Series Trust - Strive 1000 Dividend Growth ETF 174
2025-08-29 NPORT-P CHE / Chemed STXD - EA Series Trust - Strive 1000 Dividend Growth ETF 57 47 -17.54
2025-08-29 NPORT-P MD / Pediatrix Medical Group BSVO - EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF 289,452 309,453 6.91
2025-08-29 NPORT-P TDOC / Teladoc Health BSVO - EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF 577,881
2025-08-29 NPORT-P SEM / Select Medical Holdings BSVO - EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF 610,658 535,547 -12.30
2025-08-29 NPORT-P EHAB / Enhabit BSVO - EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF 190,514 208,884 9.64
2025-08-29 NPORT-P AHCO / AdaptHealth BSVO - EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF 728,266 718,977 -1.28
2025-08-29 NPORT-P CSTL / Castle Biosciences BSVO - EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF 40,702
2025-08-29 NPORT-P DCGO / DocGo BSVO - EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF 107,637
2025-08-29 NPORT-P AMS / American Shared Hospital Services BSVO - EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF 11,924 11,924 0.00
2025-08-29 NPORT-P HCA / HCA Healthcare CHGX - EA Series Trust - Stance Sustainable Beta ETF 528 0 -100.00
2025-08-29 NPORT-P UHS / Universal Health Services ECML - EA Series Trust - Euclidean Fundamental Value ETF 12,698
2025-08-29 NPORT-P MD / Pediatrix Medical Group ECML - EA Series Trust - Euclidean Fundamental Value ETF 175,696
2025-08-29 NPORT-P NTRA / Natera Multi-strategy Growth & Income Fund 1,783 2,311 29.61
2025-08-29 NPORT-P HCA / HCA Healthcare FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I 127 127 0.00
2025-08-29 NPORT-P LH / Labcorp Holdings VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF 1,266 1,277 0.87
2025-08-29 NPORT-P NTRA / Natera VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF 1,893 2,003 5.81
2025-08-29 NPORT-P HCA / HCA Healthcare VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF 2,734 2,665 -2.52
2025-08-29 NPORT-P DGX / Quest Diagnostics VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF 1,655 1,691 2.18
2025-08-29 NPORT-P EHC / Encompass Health JHISX - JANUS ASPEN SERIES - Janus Henderson Global Sustainable Equity Portfolio Institutional Shares 1,890 1,403 -25.77
2025-08-29 NPORT-P SGRY / Surgery Partners JAHYX - JANUS INVESTMENT FUND - Janus Henderson High-Yield Fund Class T 144,111 144,111 0.00
2025-08-29 NPORT-P HCA / HCA Healthcare JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T 403,226 321,095 -20.37
2025-08-29 NPORT-P HCA / HCA Healthcare JAGIX - JANUS INVESTMENT FUND - Janus Henderson Growth and Income Fund Class T 178,011 148,154 -16.77
2025-08-29 NPORT-P LH / Labcorp Holdings JMIVX - JANUS INVESTMENT FUND - Janus Henderson Mid Cap Value Fund Class L 110,663 110,663 0.00
2025-08-29 NPORT-P LH / Labcorp Holdings JAMVX - JANUS ASPEN SERIES - Janus Henderson Mid Cap Value Portfolio Service Shares 6,204 6,204 0.00
2025-08-29 NPORT-P HCA / HCA Healthcare JAGLX - JANUS INVESTMENT FUND - Janus Henderson Global Life Sciences Fund Class T 181,895 225,513 23.98
2025-08-29 NPORT-P SHC / Sotera Health JAGLX - JANUS INVESTMENT FUND - Janus Henderson Global Life Sciences Fund Class T 1,185,882 1,105,072 -6.81
2025-08-29 NPORT-P EHC / Encompass Health JESSX - JANUS INVESTMENT FUND - Janus Henderson Global Sustainable Equity Fund Class S 5,242 3,462 -33.96
2025-08-29 NPORT-P HCA / HCA Healthcare JIDVX - JANUS INVESTMENT FUND - Janus Henderson U.S. Dividend Income Fund Class I 1,209 1,282 6.04
2025-08-29 NPORT-P SGRY / Surgery Partners JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A 288,999 288,999 0.00
2025-08-29 NPORT-P HCSG / Healthcare Services Group JSIVX - JANUS INVESTMENT FUND - Janus Henderson Small Cap Value Fund Class L 1,177,722 947,756 -19.53
2025-08-29 NPORT-P HCA / HCA Healthcare JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares 139,355 110,550 -20.67
2025-08-29 NPORT-P SHC / Sotera Health JSVAX - JANUS INVESTMENT FUND - Janus Henderson Contrarian Fund Class T 3,919,433 3,403,536 -13.16
2025-08-29 NPORT-P SGRY / Surgery Partners JSVAX - JANUS INVESTMENT FUND - Janus Henderson Contrarian Fund Class T 10,753,953 11,678,754 8.60
2025-08-29 NPORT-P HCA / HCA Healthcare IICAX - ASSET MANAGEMENT FUND - Large Cap Equity Fund Class AMF 5,000 5,000 0.00
2025-08-29 NPORT-P HCA / HCA Healthcare MRLIX - AMG FUNDS - AMG Renaissance Large Cap Growth Fund Class Z 5,878 5,738 -2.38
2025-08-29 NPORT-P BMLKF / BML YFSNX - AMG FUNDS - AMG Yacktman Focused Fund - Security Selection Only Class N 120,000 120,000 0.00
2025-08-29 NPORT-P BNR / Burning Rock Biotech Limited - Depositary Receipt () YFSNX - AMG FUNDS - AMG Yacktman Focused Fund - Security Selection Only Class N 15,000 15,000 0.00
2025-08-29 NPORT-P NTRA / Natera GWGIX - Amg Funds - Amg Gw&k Small/mid Cap Fund Class I 45,592 61,596 35.10
2025-08-29 NPORT-P ACHC / Acadia Healthcare GWGIX - Amg Funds - Amg Gw&k Small/mid Cap Fund Class I 122,120 225,920 85.00
2025-08-29 NPORT-P BNR / Burning Rock Biotech Limited - Depositary Receipt () YACKX - AMG FUNDS - AMG Yacktman Fund Class I 1,850,000 1,500,000 -18.92
2025-08-29 NPORT-P BNR / Burning Rock Biotech Limited - Depositary Receipt () YAFFX - AMG FUNDS - AMG Yacktman Focused Fund Class N 600,000 600,000 0.00
2025-08-29 NPORT-P ADUS / Addus HomeCare TSCIX - AMG FUNDS - AMG TimesSquare Small Cap Growth Fund Class Z 18,500 19,800 7.03
2025-08-29 NPORT-P EHC / Encompass Health TMDIX - AMG FUNDS - AMG TimesSquare Mid Cap Growth Fund Class Z 112,600 105,980 -5.88
2025-08-29 NPORT-P USPH / U.S. Physical Therapy GWETX - AMG FUNDS - AMG GW&K Small Cap Core Fund Class N 64,731 80,600 24.52
2025-08-29 NPORT-P VCYT / Veracyte GWETX - AMG FUNDS - AMG GW&K Small Cap Core Fund Class N 197,281 242,681 23.01
2025-08-29 NPORT-P APOLLOHOSP / Apollo Hospitals Enterprise NTSE - WisdomTree Trust - WisdomTree Emerging Markets Efficient Core Fund N/A 514 514 0.00
2025-08-29 NPORT-P 4595 / Mizuho Medy Co. DDLS - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International SmallCap Equity Fund N/A 8,000 8,000 0.00
2025-08-29 NPORT-P HCA / HCA Healthcare NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A 4,943 4,922 -0.42
2025-08-29 NPORT-P LH / Labcorp Holdings NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A 2,096 1,824 -12.98
2025-08-29 NPORT-P NTRA / Natera NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A 890 858 -3.60
2025-08-29 NPORT-P DGX / Quest Diagnostics NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A 2,371 2,004 -15.48
2025-08-29 NPORT-P BNR / Burning Rock Biotech Limited - Depositary Receipt () NTSI - WisdomTree Trust - WisdomTree International Efficient Core Fund N/A 3,039 3,071 1.05
2025-08-29 NPORT-P FME / Fresenius Medical Care NTSI - WisdomTree Trust - WisdomTree International Efficient Core Fund N/A 3,454 4,140 19.86
2025-08-29 NPORT-P APOLLOHOSP / Apollo Hospitals Enterprise XC - WisdomTree Trust - WisdomTree Emerging Markets ex-China Fund N/A 1,361 1,609 18.22
2025-08-29 NPORT-P KIMS / Krishna Institute of Medical Sciences XC - WisdomTree Trust - WisdomTree Emerging Markets ex-China Fund N/A 3,759 4,445 18.25
2025-08-29 NPORT-P LALPATHLAB / Dr. Lal PathLabs XC - WisdomTree Trust - WisdomTree Emerging Markets ex-China Fund N/A 554 654 18.05
2025-08-29 NPORT-P BNR / Burning Rock Biotech Limited - Depositary Receipt () DDWM - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International Equity Fund N/A 3,547 5,009 41.22
2025-08-29 NPORT-P 4595 / Mizuho Medy Co. DDWM - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International Equity Fund N/A 3,400 3,400 0.00
2025-08-29 NPORT-P 6062 / Charm Care DDWM - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International Equity Fund N/A 9,700 9,700 0.00
2025-08-29 NPORT-P VCYT / Veracyte WDNA - WisdomTree Trust - WisdomTree BioRevolution Fund N/A 1,331 1,264 -5.03
2025-08-29 NPORT-P EXAS / Exact Sciences WDNA - WisdomTree Trust - WisdomTree BioRevolution Fund N/A 420 389 -7.38
2025-08-29 NPORT-P NTRA / Natera WDNA - WisdomTree Trust - WisdomTree BioRevolution Fund N/A 546 313 -42.67
2025-08-29 NPORT-P NTRA / Natera SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A 3 10 233.33
2025-08-29 NPORT-P HCA / HCA Healthcare SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A 19 58 205.26
2025-08-29 NPORT-P LH / Labcorp Holdings SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A 6 18 200.00
2025-08-29 NPORT-P DGX / Quest Diagnostics SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A 9 25 177.78
2025-08-29 NPORT-P APOLLOHOSP / Apollo Hospitals Enterprise MGSEX - AMG FUNDS III - AMG Managers Special Equity Fund Class N 7,222 6,578 -8.92
2025-08-29 NPORT-P 6062 / Charm Care OPPJ - WisdomTree Trust - WisdomTree Japan Hedged SmallCap Equity Fund N/A 6,200 7,400 19.35
2025-08-29 NPORT-P 4595 / Mizuho Medy Co. OPPJ - WisdomTree Trust - WisdomTree Japan Hedged SmallCap Equity Fund N/A 6,400 7,500 17.19