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 124 institutions that hold shares in the stock, with a total of 11.5 Million shares, which have been reported (via 13F filing form) to have a value of $717 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
13,535
shares
|
$846,884
0.0% of portfolio
|
Q3 2024
Added 675.64%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Nov 08, 2024 Q3 2024 |
13,194
shares
|
$825,548
0.5% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
12,931
shares
|
$809,092
0.01% of portfolio
|
Q3 2024
Reduced 2.33%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
12,736
shares
|
$796,891
0.0% of portfolio
|
Q3 2024
Added 7.88%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
12,300
shares
|
$769,611
0.0% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
12,290
shares
|
$768,985
0.11% of portfolio
|
Q3 2022
Added 6.62%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Nov 07, 2024 Q3 2024 |
11,952
shares
|
$747,836
0.3% of portfolio
|
Q3 2024
Reduced 5.2%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Nov 13, 2024 Q3 2024 |
10,790
shares
|
$675,130
0.0% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
10,587
shares
|
$662,428
0.0% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
10,587
shares
|
$662,428
0.0% of portfolio
|
Q3 2024
Reduced 36.71%
|
|
|
Parsons Capital Management Inc
|
Nov 04, 2024 Q3 2024 |
10,415
shares
|
$651,666
0.04% of portfolio
|
Q2 2024
Reduced 0.6%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Nov 12, 2024 Q3 2024 |
10,000
shares
|
$625,700
0.39% of portfolio
|
Q4 2022
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
9,936
shares
|
$621,695
0.0% of portfolio
|
Q3 2024
Added 7.51%
|
|
|
Institute For Wealth Management, Llc.
|
Nov 12, 2024 Q3 2024 |
9,910
shares
|
$620,068
0.08% of portfolio
|
Q3 2024
Reduced 6.31%
|
|
|
Advisor Resource Council
|
Oct 31, 2024 Q3 2024 |
9,445
shares
|
$590,973
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Melone Private Wealth, LLC
|
Jan 14, 2025 Q4 2024 |
9,169
shares
|
$573,704
0.29% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
8,749
shares
|
$547,424
0.01% of portfolio
|
Q3 2024
Added 29.35%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
8,483
shares
|
$530,781
0.04% of portfolio
|
Q4 2024
Reduced 1.86%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
8,161
shares
|
$510,633
0.04% of portfolio
|
Q4 2023
Reduced 2.66%
|
|
|
Bouchey Financial Group LTD
|
Oct 24, 2024 Q3 2024 |
7,815
shares
|
$488,984
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
7,313
shares
|
$457,574
0.0% of portfolio
|
Q3 2024
Added 103.03%
|
|
|
Jackson Creek Investment Advisors LLC
|
Nov 04, 2024 Q3 2024 |
7,273
shares
|
$455,071
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
7,207
shares
|
$450,941
0.0% of portfolio
|
Q3 2024
Added 2.62%
|
|
|
Redwood Financial Network Corp
|
Nov 08, 2024 Q3 2024 |
7,191
shares
|
$449,940
0.34% of portfolio
|
Q3 2024
Reduced 5.41%
|
|
|
E&G Advisors, LP
|
Oct 18, 2024 Q3 2024 |
7,030
shares
|
$439,867
0.12% of portfolio
|
Q3 2024
Added 0.14%
|