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 |
|---|---|---|---|---|---|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
3,517
shares
|
$231,559
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
3,420
shares
|
$225,172
0.0% of portfolio
|
Q2 2025
Reduced 83.57%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
3,291
shares
|
$216,679
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Management Corp
|
Jul 28, 2025 Q2 2025 |
3,225
shares
|
$212,334
0.04% of portfolio
|
Q2 2025
Reduced 5.84%
|
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
3,194
shares
|
$210,292
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
3,191
shares
|
$210,095
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
2,773
shares
|
$182,574
0.04% of portfolio
|
Q2 2025
Reduced 7.97%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
2,531
shares
|
$166,641
0.0% of portfolio
|
Q2 2025
Reduced 2.05%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
1,882
shares
|
$123,910
0.0% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
1,726
shares
|
$113,639
0.02% of portfolio
|
Q1 2024
Reduced 1.15%
|
|
|
Coastline Trust CO
|
Jul 17, 2025 Q2 2025 |
1,380
shares
|
$90,859
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
1,375
shares
|
$90,530
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,023
shares
|
$67,354
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
1,011
shares
|
$66,564
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
994
shares
|
$65,444
0.0% of portfolio
|
Q2 2025
Reduced 15.4%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
939
shares
|
$61,823
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
835
shares
|
$54,976
0.0% of portfolio
|
Q3 2024
Added 26.52%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
640
shares
|
$42,137
0.0% of portfolio
|
Q2 2025
Added 60.0%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
480
shares
|
$31,603
0.0% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
428
shares
|
$28,179
0.0% of portfolio
|
Q2 2025
Added 2957.14%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
286
shares
|
$18,830
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
268
shares
|
$17,645
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
160
shares
|
$10,534
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
132
shares
|
$8,690
0.0% of portfolio
|
Q2 2025
Added 2.33%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
124
shares
|
$8,164
0.0% of portfolio
|
Q1 2025
Reduced 16.22%
|