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 167 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 $983 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2025 Q3 2025 |
2,117,542
shares
|
$147 Million
1.72% of portfolio
|
Q3 2025
Reduced 5.98%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
1,347,028
shares
|
$93.7 Million
0.03% of portfolio
|
Q3 2025
Added 5.34%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
1,270,305
shares
|
$88.4 Million
14.73% of portfolio
|
Q2 2024
Added 1.35%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
913,018
shares
|
$63.5 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.3%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
832,106
shares
|
$57.9 Million
0.18% of portfolio
|
Q3 2025
Reduced 4.32%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Nov 17, 2025 Q3 2025 |
806,808
shares
|
$56.1 Million
11.41% of portfolio
|
Q3 2025
Added 3.63%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
620,971
shares
|
$43.2 Million
0.23% of portfolio
|
Q3 2025
Reduced 41.32%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
552,915
shares
|
$38.5 Million
0.05% of portfolio
|
Q3 2025
Added 24.12%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Oct 06, 2025 Q3 2025 |
451,799
shares
|
$31.4 Million
14.44% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
277,453
shares
|
$19.3 Million
3.49% of portfolio
|
Q2 2025
Added 15.11%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
265,154
shares
|
$18.5 Million
0.06% of portfolio
|
Q1 2023
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
264,002
shares
|
$18.4 Million
3.6% of portfolio
|
Q3 2025
Added 1.26%
|
|
|
Systelligence, LLC
|
Nov 13, 2025 Q3 2025 |
246,890
shares
|
$17.2 Million
3.83% of portfolio
|
Q3 2025
Added 122.05%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
246,748
shares
|
$17.2 Million
0.8% of portfolio
|
Q3 2025
Added 68.3%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
228,795
shares
|
$15.9 Million
0.08% of portfolio
|
Q3 2025
Reduced 4.74%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
217,204
shares
|
$15.1 Million
0.0% of portfolio
|
Q3 2025
Added 1.61%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Oct 30, 2025 Q3 2025 |
156,719
shares
|
$10.9 Million
3.56% of portfolio
|
Q3 2025
Added 79.6%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
149,980
shares
|
$10.4 Million
0.75% of portfolio
|
Q3 2025
Added 425.56%
|
|
|
Win Advisors, Inc
|
Nov 04, 2025 Q3 2025 |
140,826
shares
|
$9.8 Million
4.79% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
139,506
shares
|
$9.71 Million
0.04% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
138,278
shares
|
$9.62 Million
0.0% of portfolio
|
Q3 2025
Added 4.75%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
121,845
shares
|
$8.48 Million
0.01% of portfolio
|
Q3 2025
Added 11.02%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
103,286
shares
|
$7.19 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Marietta Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
99,546
shares
|
$6.93 Million
0.9% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
93,764
shares
|
$6.53 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.16%
|
|