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 159 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 $911 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Moloney Securities Asset Management, LLC
|
Apr 30, 2025 Q1 2025 |
68,908
shares
|
$4.43 Million
0.61% of portfolio
|
Q1 2025
Added 2.78%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
65,306
shares
|
$4.2 Million
0.31% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
62,204
shares
|
$4 Million
0.0% of portfolio
|
Q1 2025
Added 172.45%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
59,268
shares
|
$3.81 Million
0.0% of portfolio
|
Q1 2025
Added 18.59%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
58,767
shares
|
$3.78 Million
0.04% of portfolio
|
Q1 2025
Reduced 5.49%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
52,235
shares
|
$3.36 Million
0.01% of portfolio
|
Q1 2025
Added 1269.2%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
51,591
shares
|
$3.32 Million
0.01% of portfolio
|
Q3 2023
Added 46.44%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
51,143
shares
|
$3.29 Million
0.01% of portfolio
|
Q1 2025
Added 4.54%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
50,182
shares
|
$3.23 Million
0.05% of portfolio
|
Q3 2022
Added 35.07%
|
|
|
Lowe Brockenbrough & CO Inc
|
May 13, 2025 Q1 2025 |
46,252
shares
|
$2.97 Million
0.18% of portfolio
|
Q2 2024
Reduced 0.54%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
45,957
shares
|
$2.96 Million
0.33% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
44,774
shares
|
$2.88 Million
0.06% of portfolio
|
Q1 2025
Added 580.04%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Apr 22, 2025 Q1 2025 |
44,247
shares
|
$2.85 Million
0.51% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
42,214
shares
|
$2.71 Million
0.08% of portfolio
|
Q1 2025
Added 26.39%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
41,431
shares
|
$2.66 Million
1.6% of portfolio
|
Q1 2024
Reduced 16.07%
|
|
|
Rockland Trust CO
|
Jul 10, 2025 Q2 2025 |
37,404
shares
|
$2.41 Million
0.12% of portfolio
|
Q2 2025
Reduced 2.55%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
35,194
shares
|
$2.26 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
33,184
shares
|
$2.13 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
29,450
shares
|
$1.89 Million
0.0% of portfolio
|
Q1 2025
Reduced 17.96%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
28,639
shares
|
$1.84 Million
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
27,144
shares
|
$1.75 Million
0.13% of portfolio
|
Q2 2025
Added 5.23%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
27,008
shares
|
$1.74 Million
0.0% of portfolio
|
Q1 2025
Reduced 18.81%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
26,337
shares
|
$1.69 Million
0.0% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
26,182
shares
|
$1.68 Million
0.05% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
24,615
shares
|
$1.58 Million
0.0% of portfolio
|
Q2 2025
Added 2.44%
|