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 158 institutions that hold shares in the stock, with a total of 13.8 Million shares, which have been reported (via 13F filing form) to have a value of $911 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
2,252,225
shares
|
$148 Million
1.83% of portfolio
|
Q2 2025
Reduced 6.74%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
1,278,743
shares
|
$84.2 Million
0.03% of portfolio
|
Q2 2025
Added 13.04%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
1,270,305
shares
|
$83.6 Million
14.73% of portfolio
|
Q2 2024
Added 1.35%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
1,058,176
shares
|
$69.7 Million
0.39% of portfolio
|
Q2 2025
Reduced 1.56%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
934,478
shares
|
$61.5 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.27%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
869,660
shares
|
$57.3 Million
0.21% of portfolio
|
Q2 2025
Reduced 3.78%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Apr 29, 2025 Q1 2025 |
778,583
shares
|
$51.3 Million
10.33% of portfolio
|
Q1 2025
Added 4.62%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jul 21, 2025 Q2 2025 |
451,840
shares
|
$29.7 Million
14.22% of portfolio
|
Q2 2025
Added 5.96%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
445,451
shares
|
$29.3 Million
0.05% of portfolio
|
Q2 2025
Added 5.27%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
277,453
shares
|
$18.3 Million
3.49% of portfolio
|
Q2 2025
Added 15.11%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
265,154
shares
|
$17.5 Million
0.11% of portfolio
|
Q1 2023
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
260,707
shares
|
$17.2 Million
3.37% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
240,188
shares
|
$15.8 Million
0.08% of portfolio
|
Q2 2025
Added 8.62%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
213,770
shares
|
$14.1 Million
0.0% of portfolio
|
Q2 2025
Reduced 22.22%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
146,613
shares
|
$9.65 Million
0.51% of portfolio
|
Q2 2025
Reduced 73.95%
|
|
|
Win Advisors, Inc
|
Aug 14, 2025 Q2 2025 |
140,061
shares
|
$9.22 Million
4.56% of portfolio
|
Q2 2025
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
139,475
shares
|
$9.18 Million
0.04% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
132,007
shares
|
$8.69 Million
0.0% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Systelligence, LLC
|
Jul 29, 2025 Q2 2025 |
111,186
shares
|
$7.32 Million
1.46% of portfolio
|
Q2 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
109,748
shares
|
$7.23 Million
0.01% of portfolio
|
Q2 2025
Added 16.42%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
103,286
shares
|
$6.8 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
100,724
shares
|
$6.63 Million
0.0% of portfolio
|
Q2 2025
Reduced 11.63%
|
|
|
Marietta Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
98,447
shares
|
$6.48 Million
0.87% of portfolio
|
Q2 2025
Added 2.21%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
93,914
shares
|
$6.18 Million
0.01% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Aug 07, 2025 Q2 2025 |
87,260
shares
|
$5.75 Million
2.11% of portfolio
|
Q2 2025
Added 9.59%
|