BANK OF AMERICA CORP /DE/ GTR — WISDOMTREE TR

Ownership history in BANK OF AMERICA CORP /DE/  ·  7 quarters on record

AI Ownership Summary

BANK OF AMERICA CORP /DE/ reported WISDOMTREE TR (GTR) in 7 quarterly 13F filings from 2024 Q3 through 2025 Q4. The latest visible filing shows GTR at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this GTR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BANK OF AMERICA CORP /DE/'s position in WISDOMTREE TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

GTR was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BANK OF AMERICA CORP /DE/ held GTR — position size vs. price
% of Fund (quarterly)    GTR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 1,436 +58 +4.2% 0.00% $36K 2026-02-17 $25.56
2025 Q2 REDUCED 81.9% +5.7% ❌ 1,378 -6,236 -81.9% 0.00% $34K 2025-08-14 $23.74
2025 Q1 ADDED — — — 7,614 +5 +0.1% 0.00% $176K 2025-05-15 $22.39
2024 Q4 REDUCED 49.7% -1.6% ✅ 7,609 -7,519 -49.7% 0.00% $180K 2025-02-14 $22.66
2024 Q3 ADDED — — — 15,128 +14,984 +10405.6% 0.00% $374K 2024-11-14 $22.52
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding GTR

As of 2026 Q2 — sorted by position size

Valmark Advisers, Inc. 3Y 7Y 0.7% SUSQUEHANNA INTERNATIONAL GROUP, LLP 3Y 7Y 0.0% UBS Group AG 3Y 7Y 0.0%

FAQ About BANK OF AMERICA CORP /DE/ and GTR

These are the practical questions this page is built to answer before you even open the full history table.

How long has BANK OF AMERICA CORP /DE/ reported owning GTR?

BANK OF AMERICA CORP /DE/ reported GTR across 5 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported GTR position in BANK OF AMERICA CORP /DE/'s portfolio?

The largest reported portfolio weight for GTR was 0.00% in 2024 Q3.

What is the latest reported GTR position on this page?

The most recent filing on this page is 2025 Q4, when BANK OF AMERICA CORP /DE/ reported 1,436 shares, equal to 0.00% of portfolio, with an estimated market value of $36K.

What does the chart on this GTR ownership page compare?

The chart compares BANK OF AMERICA CORP /DE/'s quarterly GTR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did BANK OF AMERICA CORP /DE/ time their GTR position?

Based on 13F filing dates vs. subsequent GTR price moves, BANK OF AMERICA CORP /DE/ correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on GTR relative to SPY over the holding period was -2.8%.

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