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 |
|---|---|---|---|---|---|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
2,959
shares
|
$183,339
0.04% of portfolio
|
Q1 2025
Added 61.25%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
2,584
shares
|
$160,104
0.01% of portfolio
|
Q1 2025
Added 2.09%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
1,881
shares
|
$116,546
0.0% of portfolio
|
Q1 2025
Added 82.62%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
1,726
shares
|
$106,942
0.02% of portfolio
|
Q1 2024
Reduced 1.15%
|
|
|
Coastline Trust CO
|
Apr 28, 2025 Q1 2025 |
1,380
shares
|
$85,504
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
1,375
shares
|
$85,195
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
1,175
shares
|
$72,803
0.01% of portfolio
|
Q1 2025
Reduced 34.76%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,023
shares
|
$63,385
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
1,011
shares
|
$62,641
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
939
shares
|
$58,180
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
916
shares
|
$56,755
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
839
shares
|
$51,984
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
835
shares
|
$51,736
0.0% of portfolio
|
Q3 2024
Added 26.52%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
750
shares
|
$46,470
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
478
shares
|
$29,616
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
400
shares
|
$24,784
0.0% of portfolio
|
Q1 2025
Reduced 61.58%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
286
shares
|
$17,720
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
268
shares
|
$16,605
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Advisors Preferred, LLC
Rockville, MD |
May 06, 2025 Q1 2025 |
211
shares
|
$13,073
0.0% of portfolio
|
Q1 2025
Reduced 96.3%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
160
shares
|
$9,913
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
129
shares
|
$7,992
0.0% of portfolio
|
Q1 2025
Added 24.04%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
124
shares
|
$7,683
0.0% of portfolio
|
Q1 2025
Reduced 16.22%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
104
shares
|
$6,443
0.0% of portfolio
|
Q1 2025
Added 14.29%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
100
shares
|
$6,196
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
81
shares
|
$5,018
0.0% of portfolio
|
Q1 2024
New holding
|