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 |
|---|---|---|---|---|---|
|
Bar Harbor Wealth Management
Concord, NH |
Jul 23, 2025 Q2 2025 |
5,721
shares
|
$376,670
0.02% of portfolio
|
Q1 2025
Reduced 11.03%
|
|
|
Optima Capital LLC
Portland, OR |
Jul 14, 2025 Q2 2025 |
5,182
shares
|
$341,182
0.18% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Aug 18, 2025 Q2 2025 |
5,113
shares
|
$336,639
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Ifs Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
4,873
shares
|
$320,838
0.24% of portfolio
|
Q2 2025
Reduced 3.75%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
4,810
shares
|
$316,690
0.03% of portfolio
|
Q2 2025
Added 3.89%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
4,788
shares
|
$315,241
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
4,728
shares
|
$311,291
0.01% of portfolio
|
Q2 2025
Reduced 20.3%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
4,648
shares
|
$306,024
0.01% of portfolio
|
Q2 2025
Reduced 2.02%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
4,645
shares
|
$305,826
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Swmg, LLC
Fort Worth, TX |
Jul 29, 2025 Q2 2025 |
4,476
shares
|
$294,699
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
4,342
shares
|
$285,877
0.03% of portfolio
|
Q1 2025
Reduced 33.4%
|
|
|
Walkner Condon Financial Advisors LLC
|
Aug 06, 2025 Q2 2025 |
4,249
shares
|
$279,754
0.05% of portfolio
|
Q1 2025
Reduced 3.1%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
4,057
shares
|
$267,112
0.0% of portfolio
|
Q2 2025
Reduced 92.23%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
4,050
shares
|
$266,652
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
3,935
shares
|
$259,080
0.0% of portfolio
|
Q1 2025
Added 6.96%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
3,872
shares
|
$254,932
0.0% of portfolio
|
Q1 2025
Added 228.41%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
3,777
shares
|
$248,677
0.0% of portfolio
|
Q2 2025
Added 6.07%
|
|
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
Jul 23, 2025 Q2 2025 |
3,759
shares
|
$247,492
0.14% of portfolio
|
Q2 2025
Reduced 24.65%
|
|
|
Moller Financial Services
|
Jul 10, 2025 Q2 2025 |
3,730
shares
|
$245,583
0.05% of portfolio
|
Q2 2024
Reduced 11.06%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
3,722
shares
|
$245,056
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
3,718
shares
|
$244,793
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
3,605
shares
|
$237,353
0.17% of portfolio
|
Q2 2025
Reduced 26.77%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
3,602
shares
|
$237,155
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
3,561
shares
|
$234,456
0.01% of portfolio
|
Q2 2025
Added 1.4%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
3,543
shares
|
$233,271
0.05% of portfolio
|
Q2 2025
Added 19.74%
|