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 |
|---|---|---|---|---|---|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
3,697
shares
|
$257,274
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
3,664
shares
|
$254,977
0.01% of portfolio
|
Q3 2025
Reduced 9.53%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
3,602
shares
|
$250,663
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
3,517
shares
|
$244,748
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
3,508
shares
|
$244,121
0.0% of portfolio
|
Q3 2025
Reduced 13.53%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
3,490
shares
|
$242,869
0.01% of portfolio
|
Q3 2025
Reduced 1.99%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
3,291
shares
|
$229,020
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Management Corp
|
Nov 04, 2025 Q3 2025 |
3,200
shares
|
$222,688
0.04% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
3,191
shares
|
$222,061
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Rmr Wealth Builders
|
Nov 05, 2025 Q3 2025 |
3,173
shares
|
$220,809
0.02% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
2,982
shares
|
$207,517
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Peterson Wealth Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
2,900
shares
|
$201,811
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Oct 06, 2025 Q3 2025 |
2,797
shares
|
$194,643
0.14% of portfolio
|
Q3 2025
Reduced 22.41%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
2,218
shares
|
$154,350
0.03% of portfolio
|
Q3 2025
Reduced 20.01%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
1,726
shares
|
$120,112
0.02% of portfolio
|
Q1 2024
Reduced 1.15%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
1,674
shares
|
$116,493
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
1,375
shares
|
$95,686
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Coastline Trust CO
|
Jan 05, 2026 Q4 2025 |
1,230
shares
|
$85,595
0.01% of portfolio
|
Q3 2025
Reduced 10.87%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Nov 10, 2025 Q3 2025 |
1,188
shares
|
$82,672
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
1,067
shares
|
$74,252
0.0% of portfolio
|
Q3 2025
Added 4.3%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
1,033
shares
|
$71,886
0.0% of portfolio
|
Q3 2025
Reduced 45.11%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
1,011
shares
|
$70,355
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
994
shares
|
$69,172
0.0% of portfolio
|
Q2 2025
Reduced 15.4%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
951
shares
|
$66,180
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
939
shares
|
$65,345
0.0% of portfolio
|
Q1 2025
New holding
|
|