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 165 institutions that hold shares in the stock, with a total of 14.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.02 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jan 29, 2026 Q4 2025 |
35,461
shares
|
$2.47 Million
0.03% of portfolio
|
Q4 2025
Reduced 7.42%
|
|
|
Modera Wealth Management, LLC
|
Jan 21, 2026 Q4 2025 |
35,094
shares
|
$2.44 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
34,464
shares
|
$2.4 Million
0.01% of portfolio
|
Q3 2025
Added 812.47%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
32,103
shares
|
$2.23 Million
0.0% of portfolio
|
Q3 2025
Reduced 23.95%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
28,024
shares
|
$1.95 Million
0.0% of portfolio
|
Q3 2025
Added 39.1%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 13, 2026 Q4 2025 |
27,259
shares
|
$1.9 Million
0.14% of portfolio
|
Q4 2025
Added 0.35%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 28, 2026 Q4 2025 |
26,079
shares
|
$1.81 Million
0.05% of portfolio
|
Q4 2025
Added 0.2%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
24,739
shares
|
$1.72 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Nov 17, 2025 Q3 2025 |
24,441
shares
|
$1.7 Million
1.44% of portfolio
|
Q3 2025
New holding
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
23,967
shares
|
$1.67 Million
0.05% of portfolio
|
Q3 2025
Reduced 1.22%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
22,409
shares
|
$1.56 Million
0.0% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 08, 2026 Q4 2025 |
22,348
shares
|
$1.56 Million
0.0% of portfolio
|
Q4 2025
Reduced 4.51%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
21,112
shares
|
$1.47 Million
0.03% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Nov 13, 2025 Q3 2025 |
19,175
shares
|
$1.33 Million
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
18,735
shares
|
$1.3 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
18,107
shares
|
$1.26 Million
0.07% of portfolio
|
Q4 2024
Reduced 1.54%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 13, 2026 Q4 2025 |
17,711
shares
|
$1.23 Million
0.31% of portfolio
|
Q4 2025
New holding
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
17,507
shares
|
$1.22 Million
0.32% of portfolio
|
Q3 2025
Reduced 14.02%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
16,460
shares
|
$1.15 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Herold Advisors, Inc.
|
Nov 13, 2025 Q3 2025 |
15,860
shares
|
$1.1 Million
0.27% of portfolio
|
Q3 2025
Reduced 8.64%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 18, 2025 Q3 2025 |
15,135
shares
|
$1.05 Million
0.05% of portfolio
|
Q3 2025
Reduced 13.09%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
14,388
shares
|
$1 Million
0.03% of portfolio
|
Q3 2025
Added 5.19%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
12,904
shares
|
$897,989
0.0% of portfolio
|
Q3 2025
Added 3.68%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
12,736
shares
|
$886,298
0.0% of portfolio
|
Q3 2024
Added 7.88%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
12,583
shares
|
$875,650
0.01% of portfolio
|
Q3 2025
Added 0.55%
|
|