Institutional Ownership Wisdomtree U.S. Largecap Fund (EPS)
This table provides information about the institutional ownership of Wisdomtree U.S. Largecap Fund (EPS). We have compiled data on the 147 institutions that hold shares in the stock, with a total of 14.1 Million shares, which have been reported (via 13F filing form) to have a value of $898 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fiduciary Trust CO
Boston, MA |
Feb 14, 2025 Q4 2024 |
2,260,703
shares
|
$145 Million
1.88% of portfolio
|
Q4 2024
Added 5.92%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
1,270,305
shares
|
$81.3 Million
14.73% of portfolio
|
Q2 2024
Added 1.35%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
1,244,477
shares
|
$79.6 Million
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
1,081,053
shares
|
$69.2 Million
0.03% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
1,034,393
shares
|
$66.2 Million
0.36% of portfolio
|
Q4 2024
Added 1.78%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
973,356
shares
|
$62.3 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Feb 06, 2025 Q4 2024 |
744,234
shares
|
$47.6 Million
10.37% of portfolio
|
Q4 2024
Added 8.5%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Feb 07, 2025 Q4 2024 |
741,411
shares
|
$47.4 Million
0.3% of portfolio
|
Q4 2024
Added 6103.24%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jan 17, 2025 Q4 2024 |
433,257
shares
|
$27.7 Million
15.2% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
425,793
shares
|
$27.2 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
265,154
shares
|
$17 Million
0.16% of portfolio
|
Q1 2023
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
263,169
shares
|
$16.8 Million
3.72% of portfolio
|
Q2 2024
Added 5.4%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
241,029
shares
|
$15.4 Million
3.37% of portfolio
|
Q4 2024
Added 3.77%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
204,616
shares
|
$13.1 Million
0.07% of portfolio
|
Q4 2024
Added 5.08%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
196,876
shares
|
$12.6 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.32%
|
|
|
Stenger Family Office, LLC
Naperville, IL |
Feb 13, 2025 Q4 2024 |
186,307
shares
|
$11.9 Million
3.87% of portfolio
|
Q4 2024
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
140,075
shares
|
$8.96 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
131,066
shares
|
$8.38 Million
0.0% of portfolio
|
Q4 2024
Added 3.35%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
95,635
shares
|
$6.12 Million
0.01% of portfolio
|
Q4 2024
Added 5.87%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
93,992
shares
|
$6.01 Million
0.0% of portfolio
|
Q4 2024
Added 9.73%
|
|
|
Marietta Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
91,264
shares
|
$5.84 Million
0.83% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
90,947
shares
|
$5.82 Million
0.04% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
81,717
shares
|
$5.23 Million
0.0% of portfolio
|
Q4 2024
Added 2.8%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
81,583
shares
|
$5.22 Million
2.0% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
67,041
shares
|
$4.29 Million
0.58% of portfolio
|
Q4 2024
Added 5.11%
|