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 |
|---|---|---|---|---|---|
|
Beacon Financial Advisory LLC
|
Oct 30, 2024 Q3 2024 |
6,925
shares
|
$433,297
0.15% of portfolio
|
Q3 2024
Added 38.28%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
6,752
shares
|
$422,472
0.0% of portfolio
|
Q3 2024
Reduced 5.01%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 04, 2024 Q3 2024 |
6,670
shares
|
$417,341
0.04% of portfolio
|
Q3 2024
Added 9.09%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
6,619
shares
|
$414,150
0.02% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
6,520
shares
|
$407,956
0.04% of portfolio
|
Q3 2024
Added 48.52%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Jan 13, 2025 Q4 2024 |
6,430
shares
|
$402,325
0.03% of portfolio
|
Q4 2024
Reduced 7.96%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
6,371
shares
|
$398,633
0.0% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
6,092
shares
|
$381,176
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
6,036
shares
|
$377,672
0.0% of portfolio
|
Q4 2024
Added 46.86%
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
5,925
shares
|
$370,727
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
Oct 29, 2024 Q3 2024 |
5,892
shares
|
$368,662
0.25% of portfolio
|
Q3 2024
Reduced 7.29%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
5,527
shares
|
$345,824
0.07% of portfolio
|
Q3 2024
Reduced 4.43%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
5,398
shares
|
$337,752
0.0% of portfolio
|
Q3 2024
Added 24.41%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Nov 14, 2024 Q3 2024 |
5,113
shares
|
$319,920
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Ifs Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
5,063
shares
|
$316,791
0.24% of portfolio
|
Q1 2022
Added 4.11%
|
|
|
Old National Bancorp
|
Oct 18, 2024 Q3 2024 |
4,624
shares
|
$289,323
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
4,584
shares
|
$286,820
0.0% of portfolio
|
Q3 2024
Reduced 15.05%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
4,500
shares
|
$281,565
0.0% of portfolio
|
Q3 2024
Added 17.52%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
4,496
shares
|
$281,314
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Moller Financial Services
|
Jan 07, 2025 Q4 2024 |
3,730
shares
|
$233,386
0.06% of portfolio
|
Q2 2024
Reduced 11.06%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
3,656
shares
|
$228,755
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Management Corp
|
Oct 30, 2024 Q3 2024 |
3,655
shares
|
$228,693
0.04% of portfolio
|
Q2 2024
Reduced 0.68%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
3,602
shares
|
$225,377
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
3,517
shares
|
$220,058
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
3,291
shares
|
$205,917
0.0% of portfolio
|
Q3 2024
New holding
|