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 166 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 $983 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
34,464
shares
|
$2.4 Million
0.01% of portfolio
|
Q3 2025
Added 812.47%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
32,103
shares
|
$2.23 Million
0.0% of portfolio
|
Q3 2025
Reduced 23.95%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
28,024
shares
|
$1.95 Million
0.0% of portfolio
|
Q3 2025
Added 39.1%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 09, 2025 Q3 2025 |
27,165
shares
|
$1.89 Million
0.13% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
26,026
shares
|
$1.81 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
24,739
shares
|
$1.72 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Nov 17, 2025 Q3 2025 |
24,441
shares
|
$1.7 Million
1.44% of portfolio
|
Q3 2025
New holding
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
23,967
shares
|
$1.67 Million
0.05% of portfolio
|
Q3 2025
Reduced 1.22%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
23,403
shares
|
$1.63 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.92%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
22,409
shares
|
$1.56 Million
0.0% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
21,112
shares
|
$1.47 Million
0.03% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Nov 13, 2025 Q3 2025 |
19,175
shares
|
$1.33 Million
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
18,735
shares
|
$1.3 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
18,107
shares
|
$1.26 Million
0.07% of portfolio
|
Q4 2024
Reduced 1.54%
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
17,507
shares
|
$1.22 Million
0.32% of portfolio
|
Q3 2025
Reduced 14.02%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
16,460
shares
|
$1.15 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Herold Advisors, Inc.
|
Nov 13, 2025 Q3 2025 |
15,860
shares
|
$1.1 Million
0.27% of portfolio
|
Q3 2025
Reduced 8.64%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 18, 2025 Q3 2025 |
15,135
shares
|
$1.05 Million
0.05% of portfolio
|
Q3 2025
Reduced 13.09%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
14,388
shares
|
$1 Million
0.03% of portfolio
|
Q3 2025
Added 5.19%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
12,904
shares
|
$897,989
0.0% of portfolio
|
Q3 2025
Added 3.68%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
12,736
shares
|
$886,298
0.0% of portfolio
|
Q3 2024
Added 7.88%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
12,583
shares
|
$875,650
0.01% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
12,412
shares
|
$863,751
0.0% of portfolio
|
Q3 2025
Added 2.7%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
12,290
shares
|
$855,261
0.11% of portfolio
|
Q3 2022
Added 6.62%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
11,909
shares
|
$828,747
0.01% of portfolio
|
Q3 2025
Added 29.32%
|
|