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 |
|---|---|---|---|---|---|
|
Quartz Partners, LLC
Saratoga Springs, NY |
May 14, 2025 Q1 2025 |
10,458
shares
|
$672,449
0.38% of portfolio
|
Q1 2025
Reduced 20.24%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Apr 29, 2025 Q1 2025 |
10,000
shares
|
$643,000
0.37% of portfolio
|
Q4 2022
New holding
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
9,910
shares
|
$637,213
0.07% of portfolio
|
Q3 2024
Reduced 6.31%
|
|
|
Parsons Capital Management Inc
|
Jul 18, 2025 Q2 2025 |
9,437
shares
|
$606,799
0.04% of portfolio
|
Q2 2025
Reduced 4.98%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
9,318
shares
|
$599,147
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Melone Private Wealth, LLC
|
Jul 08, 2025 Q2 2025 |
9,001
shares
|
$578,764
0.29% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Jackson Creek Investment Advisors LLC
|
May 05, 2025 Q1 2025 |
8,930
shares
|
$574,199
0.17% of portfolio
|
Q1 2025
Added 1.19%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
8,816
shares
|
$566,868
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
8,494
shares
|
$546,164
0.03% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
May 12, 2025 Q1 2025 |
8,161
shares
|
$524,752
0.04% of portfolio
|
Q4 2023
Reduced 2.66%
|
|
|
Bouchey Financial Group LTD
|
May 09, 2025 Q1 2025 |
7,815
shares
|
$502,504
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
7,765
shares
|
$499,289
0.04% of portfolio
|
Q1 2025
Added 16.42%
|
|
|
E&G Advisors, LP
|
Jul 14, 2025 Q2 2025 |
7,225
shares
|
$464,567
0.12% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Redwood Financial Network Corp
|
May 15, 2025 Q1 2025 |
7,191
shares
|
$462,381
0.33% of portfolio
|
Q3 2024
Reduced 5.41%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
7,157
shares
|
$460,195
0.12% of portfolio
|
Q1 2025
Reduced 55.96%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
7,137
shares
|
$458,909
0.01% of portfolio
|
Q1 2025
Reduced 71.64%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
7,016
shares
|
$451,128
0.0% of portfolio
|
Q4 2024
Added 132.16%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
May 22, 2025 Q1 2025 |
6,984
shares
|
$449,071
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
6,797
shares
|
$437,047
0.04% of portfolio
|
Q2 2025
Reduced 8.3%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
6,743
shares
|
$433,574
0.0% of portfolio
|
Q1 2025
Reduced 15.69%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
May 12, 2025 Q1 2025 |
6,387
shares
|
$410,684
0.0% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
5,932
shares
|
$381,427
0.01% of portfolio
|
Q4 2024
Reduced 2.63%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
5,925
shares
|
$380,977
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
5,811
shares
|
$373,647
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Apr 16, 2025 Q1 2025 |
5,721
shares
|
$367,860
0.02% of portfolio
|
Q1 2025
Reduced 11.03%
|