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 123 institutions that hold shares in the stock, with a total of 11.5 Million shares, which have been reported (via 13F filing form) to have a value of $720 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
3,007
shares
|
$188,959
0.02% of portfolio
|
Q3 2024
Added 30.06%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
2,055
shares
|
$129,136
0.01% of portfolio
|
Q3 2024
Reduced 17.47%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
1,726
shares
|
$108,461
0.02% of portfolio
|
Q1 2024
Reduced 1.15%
|
|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
1,380
shares
|
$86,719
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
1,375
shares
|
$86,405
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
1,367
shares
|
$85,902
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
1,179
shares
|
$74,088
0.0% of portfolio
|
Q3 2019
Reduced 1.5%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
1,041
shares
|
$65,416
0.0% of portfolio
|
Q2 2024
Added 160.25%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
1,011
shares
|
$63,531
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
835
shares
|
$52,471
0.0% of portfolio
|
Q3 2024
Added 26.52%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
385
shares
|
$24,193
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
286
shares
|
$17,972
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
174
shares
|
$10,934
0.0% of portfolio
|
Q2 2024
Reduced 83.35%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
160
shares
|
$10,054
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
104
shares
|
$6,535
0.0% of portfolio
|
Q3 2024
Reduced 55.36%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
100
shares
|
$6,284
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
81
shares
|
$5,090
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
75
shares
|
$4,713
0.0% of portfolio
|
Q3 2024
Reduced 22.68%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
35
shares
|
$2,199
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
29
shares
|
$1,822
0.0% of portfolio
|
Q4 2022
Reduced 89.75%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
9
shares
|
$565
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bar Harbor Trust Services
Ellsworth, ME |
Aug 11, 2022 Q2 2022 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2022
New holding
|