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 157 institutions that hold shares in the stock, with a total of 14.2 Million shares, which have been reported (via 13F filing form) to have a value of $867 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
24,028
shares
|
$1.49 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
23,748
shares
|
$1.47 Million
0.47% of portfolio
|
Q1 2025
Added 141.0%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
22,409
shares
|
$1.39 Million
0.0% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
Maia Wealth LLC
Denver, CO |
May 12, 2025 Q1 2025 |
21,514
shares
|
$1.33 Million
0.28% of portfolio
|
Q1 2025
Added 197.98%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
May 14, 2025 Q1 2025 |
20,877
shares
|
$1.29 Million
0.07% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
20,819
shares
|
$1.29 Million
0.02% of portfolio
|
Q1 2025
Added 167.01%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
18,898
shares
|
$1.17 Million
0.16% of portfolio
|
Q1 2025
Reduced 17.48%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
18,644
shares
|
$1.16 Million
0.0% of portfolio
|
Q1 2025
Added 267.01%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
18,107
shares
|
$1.12 Million
0.07% of portfolio
|
Q4 2024
Reduced 1.54%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
17,825
shares
|
$1.1 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
17,670
shares
|
$1.09 Million
0.03% of portfolio
|
Q4 2024
Reduced 8.66%
|
|
|
Herold Advisors, Inc.
|
May 13, 2025 Q1 2025 |
17,360
shares
|
$1.08 Million
0.23% of portfolio
|
Q4 2024
Reduced 2.25%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
14,118
shares
|
$874,751
0.0% of portfolio
|
Q1 2025
Added 2158.88%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
14,066
shares
|
$871,529
0.1% of portfolio
|
Q1 2025
Added 12.55%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
13,408
shares
|
$830,759
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
12,929
shares
|
$801,080
0.0% of portfolio
|
Q1 2025
Reduced 4.78%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
12,795
shares
|
$792,778
0.01% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
12,736
shares
|
$789,122
0.0% of portfolio
|
Q3 2024
Added 7.88%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
12,290
shares
|
$761,488
0.11% of portfolio
|
Q3 2022
Added 6.62%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
12,192
shares
|
$755,416
0.0% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
11,062
shares
|
$685,401
0.19% of portfolio
|
Q1 2025
Added 202.57%
|
|
|
Seek First Inc.
Campbell, CA |
May 13, 2025 Q1 2025 |
10,916
shares
|
$676,355
0.57% of portfolio
|
Q1 2025
New holding
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
May 08, 2025 Q1 2025 |
10,913
shares
|
$676,169
0.26% of portfolio
|
Q1 2025
Reduced 98.53%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
May 13, 2025 Q1 2025 |
10,790
shares
|
$668,548
0.0% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
10,568
shares
|
$654,793
0.0% of portfolio
|
Q1 2025
Added 12.91%
|