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 122 institutions that hold shares in the stock, with a total of 11.4 Million shares, which have been reported (via 13F filing form) to have a value of $720 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
2,134,388
shares
|
$134 Million
1.84% of portfolio
|
Q3 2024
Added 25.29%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
1,270,305
shares
|
$79.8 Million
14.73% of portfolio
|
Q2 2024
Added 1.35%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
1,073,009
shares
|
$67.4 Million
0.03% of portfolio
|
Q3 2024
Added 4.59%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
1,016,343
shares
|
$63.9 Million
0.39% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
991,564
shares
|
$62.3 Million
0.0% of portfolio
|
Q3 2024
Added 2.68%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Oct 31, 2024 Q3 2024 |
685,914
shares
|
$43.1 Million
10.18% of portfolio
|
Q3 2024
Added 3.23%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Oct 23, 2024 Q3 2024 |
428,499
shares
|
$26.9 Million
15.3% of portfolio
|
Q3 2024
Added 1.76%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
428,293
shares
|
$26.9 Million
0.06% of portfolio
|
Q3 2024
Added 1.38%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
265,154
shares
|
$16.7 Million
0.2% of portfolio
|
Q1 2023
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
263,169
shares
|
$16.5 Million
3.72% of portfolio
|
Q2 2024
Added 5.4%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
232,270
shares
|
$14.6 Million
3.73% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
201,552
shares
|
$12.7 Million
0.0% of portfolio
|
Q3 2024
Added 1.73%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
194,726
shares
|
$12.2 Million
0.07% of portfolio
|
Q3 2024
Reduced 25.72%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
140,225
shares
|
$8.81 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
126,814
shares
|
$7.97 Million
0.0% of portfolio
|
Q3 2024
Added 13.2%
|
|
|
Marietta Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
90,431
shares
|
$5.68 Million
0.81% of portfolio
|
Q3 2024
Added 1.78%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
90,329
shares
|
$5.68 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.04%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
90,048
shares
|
$5.66 Million
0.04% of portfolio
|
Q3 2024
Reduced 3.22%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
85,659
shares
|
$5.38 Million
0.0% of portfolio
|
Q3 2024
Added 12.34%
|
|
|
New Square Capital LLC
|
Nov 04, 2024 Q3 2024 |
83,214
shares
|
$5.23 Million
0.41% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
81,471
shares
|
$5.12 Million
1.94% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
79,488
shares
|
$5 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
70,105
shares
|
$4.41 Million
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
64,016
shares
|
$4.02 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Moloney Securities Asset Management, LLC
|
Oct 30, 2024 Q3 2024 |
63,784
shares
|
$4.01 Million
0.54% of portfolio
|
Q3 2024
Reduced 4.54%
|