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 127 institutions that hold shares in the stock, with a total of 11.4 Million shares, which have been reported (via 13F filing form) to have a value of $725 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
53,647
shares
|
$3.41 Million
0.01% of portfolio
|
Q3 2024
Added 104.52%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
51,591
shares
|
$3.28 Million
0.01% of portfolio
|
Q3 2023
Added 46.44%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
50,182
shares
|
$3.19 Million
0.05% of portfolio
|
Q3 2022
Added 35.07%
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
49,133
shares
|
$3.12 Million
0.34% of portfolio
|
Q4 2024
Reduced 4.79%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
49,081
shares
|
$3.12 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.01%
|
|
|
Lowe Brockenbrough & CO Inc
|
Oct 28, 2024 Q3 2024 |
46,252
shares
|
$2.94 Million
0.18% of portfolio
|
Q2 2024
Reduced 0.54%
|
|
|
Rockland Trust CO
|
Jan 14, 2025 Q4 2024 |
42,246
shares
|
$2.68 Million
0.13% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
41,431
shares
|
$2.63 Million
1.6% of portfolio
|
Q1 2024
Reduced 16.07%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
35,294
shares
|
$2.24 Million
0.03% of portfolio
|
Q3 2023
Added 873.36%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
28,628
shares
|
$1.82 Million
0.05% of portfolio
|
Q3 2024
Added 11.83%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
26,186
shares
|
$1.66 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
26,001
shares
|
$1.65 Million
0.06% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 14, 2025 Q4 2024 |
25,608
shares
|
$1.63 Million
0.13% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
24,912
shares
|
$1.58 Million
0.05% of portfolio
|
Q4 2024
Reduced 8.61%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
24,815
shares
|
$1.58 Million
0.0% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
22,902
shares
|
$1.45 Million
0.2% of portfolio
|
Q4 2024
Reduced 4.92%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
22,409
shares
|
$1.42 Million
0.0% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 12, 2024 Q3 2024 |
20,782
shares
|
$1.32 Million
0.08% of portfolio
|
Q3 2024
Reduced 6.77%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Nov 25, 2024 Q3 2024 |
18,390
shares
|
$1.17 Million
0.07% of portfolio
|
Q3 2024
Added 4.23%
|
|
|
Herold Advisors, Inc.
|
Nov 14, 2024 Q3 2024 |
17,760
shares
|
$1.13 Million
0.24% of portfolio
|
Q3 2024
Reduced 15.55%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
17,670
shares
|
$1.12 Million
0.03% of portfolio
|
Q4 2024
Reduced 8.66%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jan 27, 2025 Q4 2024 |
16,252
shares
|
$1.03 Million
0.26% of portfolio
|
Q4 2024
Reduced 36.24%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
15,024
shares
|
$953,873
0.0% of portfolio
|
Q3 2024
Reduced 3.04%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
13,535
shares
|
$859,337
0.0% of portfolio
|
Q3 2024
Added 675.64%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Nov 08, 2024 Q3 2024 |
13,194
shares
|
$837,687
0.5% of portfolio
|
Q3 2024
New holding
|