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 |
|---|---|---|---|---|---|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Aug 14, 2025 Q2 2025 |
10,425
shares
|
$686,382
0.31% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Jul 30, 2025 Q2 2025 |
10,000
shares
|
$658,400
0.34% of portfolio
|
Q4 2022
New holding
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
9,910
shares
|
$652,474
0.07% of portfolio
|
Q3 2024
Reduced 6.31%
|
|
|
Parsons Capital Management Inc
|
Jul 18, 2025 Q2 2025 |
9,437
shares
|
$621,332
0.04% of portfolio
|
Q2 2025
Reduced 4.98%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
9,209
shares
|
$606,320
0.01% of portfolio
|
Q2 2025
Added 29.03%
|
|
|
Melone Private Wealth, LLC
|
Jul 08, 2025 Q2 2025 |
9,001
shares
|
$592,625
0.29% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Jackson Creek Investment Advisors LLC
|
Aug 13, 2025 Q2 2025 |
8,954
shares
|
$589,531
0.15% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
8,816
shares
|
$580,445
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
8,506
shares
|
$560,035
0.03% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Aug 07, 2025 Q2 2025 |
8,167
shares
|
$537,715
0.04% of portfolio
|
Q2 2025
Added 5.18%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
8,129
shares
|
$535,213
0.04% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Bouchey Financial Group LTD
|
Aug 08, 2025 Q2 2025 |
7,815
shares
|
$514,539
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
7,394
shares
|
$486,820
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Advisor Resource Council
|
Aug 11, 2025 Q2 2025 |
7,317
shares
|
$481,751
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
7,227
shares
|
$475,825
0.21% of portfolio
|
Q2 2025
Added 3.48%
|
|
|
E&G Advisors, LP
|
Jul 14, 2025 Q2 2025 |
7,225
shares
|
$475,694
0.12% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Redwood Financial Network Corp
|
Aug 14, 2025 Q2 2025 |
7,191
shares
|
$473,455
0.32% of portfolio
|
Q3 2024
Reduced 5.41%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
6,797
shares
|
$447,514
0.04% of portfolio
|
Q2 2025
Reduced 8.3%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
6,754
shares
|
$444,683
0.0% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
6,690
shares
|
$440,469
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Huntleigh Advisors, Inc.
St. Louis, MO |
Jul 29, 2025 Q2 2025 |
6,498
shares
|
$427,828
0.08% of portfolio
|
Q2 2025
Reduced 16.66%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
6,385
shares
|
$420,388
0.0% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
6,276
shares
|
$413,211
0.0% of portfolio
|
Q2 2025
Reduced 10.55%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
5,925
shares
|
$390,102
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
5,811
shares
|
$382,596
0.02% of portfolio
|
Q4 2024
New holding
|