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 157 institutions that hold shares in the stock, with a total of 14.2 Million shares, which have been reported (via 13F filing form) to have a value of $867 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bar Harbor Wealth Management
Concord, NH |
Apr 16, 2025 Q1 2025 |
5,721
shares
|
$354,473
0.02% of portfolio
|
Q1 2025
Reduced 11.03%
|
|
|
Optima Capital LLC
Portland, OR |
Jun 12, 2025 Q1 2025 |
5,165
shares
|
$320,023
0.2% of portfolio
|
Q1 2025
Reduced 1.39%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
May 09, 2025 Q1 2025 |
5,113
shares
|
$316,801
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Ifs Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
5,063
shares
|
$313,703
0.24% of portfolio
|
Q1 2022
Added 4.11%
|
|
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
May 01, 2025 Q1 2025 |
4,989
shares
|
$309,118
0.19% of portfolio
|
Q1 2025
Reduced 5.31%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
4,744
shares
|
$293,938
0.01% of portfolio
|
Q1 2025
Reduced 6.71%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
4,645
shares
|
$287,804
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
4,630
shares
|
$286,874
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Old National Bancorp
|
Apr 14, 2025 Q1 2025 |
4,624
shares
|
$286,503
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
4,471
shares
|
$277,023
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Garrett Investment Advisors LLC
|
Apr 10, 2025 Q1 2025 |
4,342
shares
|
$269,030
0.03% of portfolio
|
Q1 2025
Reduced 33.4%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
4,249
shares
|
$263,268
0.05% of portfolio
|
Q1 2025
Reduced 3.1%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
4,204
shares
|
$260,479
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
3,935
shares
|
$243,812
0.0% of portfolio
|
Q1 2025
Added 6.96%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
3,872
shares
|
$239,909
0.0% of portfolio
|
Q1 2025
Added 228.41%
|
|
|
Moller Financial Services
|
Apr 09, 2025 Q1 2025 |
3,730
shares
|
$231,110
0.05% of portfolio
|
Q2 2024
Reduced 11.06%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
3,697
shares
|
$229,066
0.0% of portfolio
|
Q4 2024
Reduced 17.84%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
3,602
shares
|
$223,179
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
3,561
shares
|
$220,639
0.0% of portfolio
|
Q1 2025
Added 2.8%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
3,517
shares
|
$217,913
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
3,512
shares
|
$217,603
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Management Corp
|
May 05, 2025 Q1 2025 |
3,425
shares
|
$212,213
0.04% of portfolio
|
Q4 2024
Reduced 6.29%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
3,291
shares
|
$203,910
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
3,191
shares
|
$197,714
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Reap Financial Group, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
3,013
shares
|
$186,685
0.04% of portfolio
|
Q1 2025
Reduced 27.94%
|