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 146 institutions that hold shares in the stock, with a total of 14 Million shares, which have been reported (via 13F filing form) to have a value of $897 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jackson Creek Investment Advisors LLC
|
Feb 06, 2025 Q4 2024 |
8,825
shares
|
$563,741
0.16% of portfolio
|
Q4 2024
Added 21.34%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
8,816
shares
|
$563,166
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
8,559
shares
|
$546,748
0.0% of portfolio
|
Q4 2024
Added 17.04%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
8,483
shares
|
$541,894
0.04% of portfolio
|
Q4 2024
Reduced 1.86%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
8,161
shares
|
$521,324
0.04% of portfolio
|
Q4 2023
Reduced 2.66%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
7,998
shares
|
$510,912
0.0% of portfolio
|
Q4 2024
Added 18.45%
|
|
|
Bouchey Financial Group LTD
|
Feb 05, 2025 Q4 2024 |
7,815
shares
|
$499,222
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
7,797
shares
|
$498,072
0.01% of portfolio
|
Q4 2024
Added 44.44%
|
|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
7,220
shares
|
$461,213
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Redwood Financial Network Corp
|
Feb 13, 2025 Q4 2024 |
7,191
shares
|
$459,361
0.33% of portfolio
|
Q3 2024
Reduced 5.41%
|
|
|
E&G Advisors, LP
|
Jan 24, 2025 Q4 2024 |
7,055
shares
|
$450,673
0.12% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Feb 05, 2025 Q4 2024 |
6,670
shares
|
$426,079
0.04% of portfolio
|
Q3 2024
Added 9.09%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
6,584
shares
|
$420,585
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
6,520
shares
|
$416,497
0.04% of portfolio
|
Q3 2024
Added 48.52%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Jan 13, 2025 Q4 2024 |
6,430
shares
|
$410,748
0.03% of portfolio
|
Q4 2024
Reduced 7.96%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
6,374
shares
|
$407,171
0.0% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
6,036
shares
|
$385,579
0.0% of portfolio
|
Q4 2024
Added 46.86%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
5,932
shares
|
$378,936
0.01% of portfolio
|
Q4 2024
Reduced 2.63%
|
|
|
M&T Bank Corp
|
Feb 06, 2025 Q4 2024 |
5,925
shares
|
$378,489
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
5,811
shares
|
$371,206
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Jan 28, 2025 Q4 2024 |
5,704
shares
|
$364,371
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
Jan 30, 2025 Q4 2024 |
5,269
shares
|
$336,583
0.18% of portfolio
|
Q4 2024
Reduced 10.57%
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
Jan 29, 2025 Q4 2024 |
5,247
shares
|
$335,178
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Feb 14, 2025 Q4 2024 |
5,113
shares
|
$326,618
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
5,085
shares
|
$324,829
0.01% of portfolio
|
Q4 2024
Reduced 23.18%
|