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 |
|---|---|---|---|---|---|
|
Redwood Financial Network Corp
|
Nov 12, 2025 Q3 2025 |
6,714
shares
|
$467,227
0.3% of portfolio
|
Q3 2025
Reduced 6.63%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
6,403
shares
|
$445,584
0.0% of portfolio
|
Q3 2025
Reduced 4.29%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
6,379
shares
|
$443,914
0.01% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Nov 12, 2025 Q3 2025 |
5,997
shares
|
$417,331
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
5,927
shares
|
$412,459
0.02% of portfolio
|
Q3 2025
Added 2.0%
|
|
|
M&T Bank Corp
|
Nov 14, 2025 Q3 2025 |
5,925
shares
|
$412,320
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Oct 15, 2025 Q3 2025 |
5,721
shares
|
$398,124
0.02% of portfolio
|
Q1 2025
Reduced 11.03%
|
|
|
Optima Capital LLC
Portland, OR |
Oct 27, 2025 Q3 2025 |
5,199
shares
|
$361,798
0.17% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Nov 14, 2025 Q3 2025 |
5,113
shares
|
$355,813
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2025 Q3 2025 |
4,930
shares
|
$343,078
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Ifs Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
4,873
shares
|
$339,112
0.2% of portfolio
|
Q2 2025
Reduced 3.75%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
4,803
shares
|
$334,240
0.01% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
4,695
shares
|
$326,725
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
4,645
shares
|
$323,245
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
4,296
shares
|
$298,958
0.01% of portfolio
|
Q3 2025
Reduced 7.57%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 28, 2025 Q3 2025 |
4,249
shares
|
$295,687
0.05% of portfolio
|
Q1 2025
Reduced 3.1%
|
|
|
Garrett Investment Advisors LLC
|
Jan 05, 2026 Q4 2025 |
4,210
shares
|
$292,973
0.03% of portfolio
|
Q4 2025
Reduced 1.84%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
4,067
shares
|
$283,022
0.06% of portfolio
|
Q3 2025
Added 14.79%
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
3,995
shares
|
$278,012
0.0% of portfolio
|
Q4 2025
Added 2.04%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
3,935
shares
|
$273,836
0.0% of portfolio
|
Q1 2025
Added 6.96%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
3,872
shares
|
$269,452
0.0% of portfolio
|
Q1 2025
Added 228.41%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
3,820
shares
|
$265,833
0.01% of portfolio
|
Q3 2025
Reduced 19.2%
|
|
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
Oct 15, 2025 Q3 2025 |
3,759
shares
|
$261,588
0.14% of portfolio
|
Q2 2025
Reduced 24.65%
|
|
|
Moller Financial Services
|
Oct 06, 2025 Q3 2025 |
3,730
shares
|
$259,570
0.05% of portfolio
|
Q2 2024
Reduced 11.06%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 12, 2025 Q3 2025 |
3,719
shares
|
$258,805
0.0% of portfolio
|
Q3 2025
Added 0.03%
|
|