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 |
|---|---|---|---|---|---|
|
Vista Investment Management
Pittsburgh, PA |
Aug 14, 2025 Q2 2025 |
82,899
shares
|
$5.46 Million
2.09% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
81,040
shares
|
$5.34 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
78,849
shares
|
$5.19 Million
0.0% of portfolio
|
Q2 2025
Added 191.95%
|
|
|
Moloney Securities Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
74,018
shares
|
$4.87 Million
0.65% of portfolio
|
Q2 2025
Added 7.42%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
69,955
shares
|
$4.61 Million
0.33% of portfolio
|
Q2 2025
Added 7.12%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
56,000
shares
|
$3.69 Million
0.05% of portfolio
|
Q2 2025
Reduced 4.71%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
54,400
shares
|
$3.58 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
52,775
shares
|
$3.47 Million
0.01% of portfolio
|
Q2 2025
Added 3.19%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
51,591
shares
|
$3.4 Million
0.01% of portfolio
|
Q3 2023
Added 46.44%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
50,182
shares
|
$3.3 Million
0.05% of portfolio
|
Q3 2022
Added 35.07%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
47,945
shares
|
$3.16 Million
0.09% of portfolio
|
Q2 2025
Added 13.58%
|
|
|
Lowe Brockenbrough & CO Inc
|
Aug 11, 2025 Q2 2025 |
46,252
shares
|
$3.05 Million
0.17% of portfolio
|
Q2 2024
Reduced 0.54%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
45,957
shares
|
$3.03 Million
0.33% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Jul 29, 2025 Q2 2025 |
43,358
shares
|
$2.85 Million
0.68% of portfolio
|
Q2 2025
Reduced 2.01%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
42,212
shares
|
$2.78 Million
0.0% of portfolio
|
Q2 2025
Added 27.21%
|
|
|
Maia Wealth LLC
Denver, CO |
Aug 12, 2025 Q2 2025 |
41,934
shares
|
$2.76 Million
0.51% of portfolio
|
Q2 2025
Added 94.91%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
41,431
shares
|
$2.73 Million
1.6% of portfolio
|
Q1 2024
Reduced 16.07%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
37,643
shares
|
$2.48 Million
0.05% of portfolio
|
Q2 2025
Reduced 15.93%
|
|
|
Rockland Trust CO
|
Jul 10, 2025 Q2 2025 |
37,404
shares
|
$2.46 Million
0.12% of portfolio
|
Q2 2025
Reduced 2.55%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
35,094
shares
|
$2.31 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
34,195
shares
|
$2.25 Million
0.0% of portfolio
|
Q2 2025
Added 16.11%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
29,955
shares
|
$1.97 Million
0.0% of portfolio
|
Q2 2025
Reduced 49.46%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
28,537
shares
|
$1.88 Million
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Aug 05, 2025 Q2 2025 |
28,020
shares
|
$1.84 Million
0.17% of portfolio
|
Q2 2025
Reduced 2.16%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
27,144
shares
|
$1.79 Million
0.13% of portfolio
|
Q2 2025
Added 5.23%
|