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 156 institutions that hold shares in the stock, with a total of 14.1 Million shares, which have been reported (via 13F filing form) to have a value of $852 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
2,414,935
shares
|
$148 Million
1.94% of portfolio
|
Q1 2025
Added 6.82%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
1,270,305
shares
|
$77.8 Million
14.73% of portfolio
|
Q2 2024
Added 1.35%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
1,131,261
shares
|
$69.2 Million
0.03% of portfolio
|
Q1 2025
Added 4.64%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
1,074,987
shares
|
$65.8 Million
0.4% of portfolio
|
Q1 2025
Added 3.92%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
986,458
shares
|
$60.4 Million
0.0% of portfolio
|
Q1 2025
Added 1.35%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
903,867
shares
|
$55.3 Million
0.22% of portfolio
|
Q1 2025
Reduced 27.37%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Apr 29, 2025 Q1 2025 |
778,583
shares
|
$47.7 Million
10.33% of portfolio
|
Q1 2025
Added 4.62%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
562,766
shares
|
$34.4 Million
1.32% of portfolio
|
Q1 2025
Added 38.17%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Apr 22, 2025 Q1 2025 |
426,437
shares
|
$26.1 Million
14.59% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
423,163
shares
|
$25.9 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
274,823
shares
|
$16.8 Million
0.0% of portfolio
|
Q1 2025
Added 39.59%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
265,154
shares
|
$16.2 Million
0.13% of portfolio
|
Q1 2023
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
260,707
shares
|
$16 Million
3.37% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
241,029
shares
|
$14.8 Million
3.37% of portfolio
|
Q4 2024
Added 3.77%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
221,124
shares
|
$13.5 Million
0.07% of portfolio
|
Q1 2025
Added 8.07%
|
|
|
Stenger Family Office, LLC
Naperville, IL |
Feb 13, 2025 Q4 2024 |
186,307
shares
|
$11.4 Million
3.87% of portfolio
|
Q4 2024
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
139,444
shares
|
$8.54 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
132,007
shares
|
$8.08 Million
0.0% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
113,978
shares
|
$6.98 Million
0.0% of portfolio
|
Q1 2025
Added 21.26%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
103,624
shares
|
$6.34 Million
0.04% of portfolio
|
Q1 2025
Added 13.94%
|
|
|
Marietta Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
96,322
shares
|
$5.9 Million
0.88% of portfolio
|
Q1 2025
Added 5.54%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
94,270
shares
|
$5.77 Million
0.0% of portfolio
|
Q1 2025
Added 730.57%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
93,913
shares
|
$5.75 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.8%
|
|
|
Vista Investment Management
Pittsburgh, PA |
May 15, 2025 Q1 2025 |
82,159
shares
|
$5.03 Million
2.0% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
81,651
shares
|
$5 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.08%
|