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 |
|---|---|---|---|---|---|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
26,237
shares
|
$1.73 Million
0.05% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
26,160
shares
|
$1.72 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
24,615
shares
|
$1.62 Million
0.0% of portfolio
|
Q2 2025
Added 2.44%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
24,264
shares
|
$1.6 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
22,806
shares
|
$1.5 Million
0.0% of portfolio
|
Q2 2025
Added 76.39%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
22,409
shares
|
$1.48 Million
0.0% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
21,110
shares
|
$1.39 Million
0.03% of portfolio
|
Q2 2025
Added 19.47%
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
20,361
shares
|
$1.34 Million
0.38% of portfolio
|
Q2 2025
Reduced 14.26%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
20,146
shares
|
$1.33 Million
0.0% of portfolio
|
Q2 2025
Added 42.7%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
18,107
shares
|
$1.19 Million
0.07% of portfolio
|
Q4 2024
Reduced 1.54%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Aug 12, 2025 Q2 2025 |
17,414
shares
|
$1.15 Million
0.06% of portfolio
|
Q2 2025
Reduced 16.59%
|
|
|
Herold Advisors, Inc.
|
Aug 14, 2025 Q2 2025 |
17,360
shares
|
$1.14 Million
0.24% of portfolio
|
Q4 2024
Reduced 2.25%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
17,066
shares
|
$1.12 Million
0.14% of portfolio
|
Q2 2025
Reduced 9.69%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
14,333
shares
|
$943,684
0.01% of portfolio
|
Q2 2025
Reduced 19.59%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
13,678
shares
|
$900,559
0.03% of portfolio
|
Q2 2025
Added 2.01%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
12,736
shares
|
$838,538
0.0% of portfolio
|
Q3 2024
Added 7.88%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
12,514
shares
|
$823,921
0.01% of portfolio
|
Q2 2025
Reduced 2.2%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
12,446
shares
|
$819,444
0.0% of portfolio
|
Q2 2025
Reduced 79.99%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
12,290
shares
|
$809,173
0.11% of portfolio
|
Q3 2022
Added 6.62%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
12,086
shares
|
$795,742
0.0% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Seek First Inc.
Campbell, CA |
Jul 10, 2025 Q2 2025 |
10,916
shares
|
$718,709
0.57% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Aug 14, 2025 Q2 2025 |
10,914
shares
|
$718,577
0.26% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Aug 07, 2025 Q2 2025 |
10,790
shares
|
$710,413
0.0% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
10,703
shares
|
$704,685
0.17% of portfolio
|
Q2 2025
Reduced 3.25%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
10,508
shares
|
$691,846
0.0% of portfolio
|
Q2 2025
Reduced 0.57%
|