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 147 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 $898 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Western Wealth Management, LLC
|
Feb 18, 2025 Q4 2024 |
65,357
shares
|
$4.11 Million
1.24% of portfolio
|
Q4 2024
Reduced 6.77%
|
|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
65,153
shares
|
$4.1 Million
0.32% of portfolio
|
Q4 2024
Reduced 21.7%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
62,180
shares
|
$3.91 Million
0.06% of portfolio
|
Q4 2024
Reduced 2.87%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
51,591
shares
|
$3.25 Million
0.01% of portfolio
|
Q3 2023
Added 46.44%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
50,182
shares
|
$3.16 Million
0.05% of portfolio
|
Q3 2022
Added 35.07%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
49,977
shares
|
$3.15 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
49,133
shares
|
$3.09 Million
0.34% of portfolio
|
Q4 2024
Reduced 4.79%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
48,923
shares
|
$3.08 Million
0.01% of portfolio
|
Q4 2024
Reduced 8.81%
|
|
|
Lowe Brockenbrough & CO Inc
|
Feb 11, 2025 Q4 2024 |
46,252
shares
|
$2.91 Million
0.18% of portfolio
|
Q2 2024
Reduced 0.54%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
44,460
shares
|
$2.8 Million
0.53% of portfolio
|
Q4 2024
New holding
|
|
|
Rockland Trust CO
|
Jan 14, 2025 Q4 2024 |
42,246
shares
|
$2.66 Million
0.13% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
41,431
shares
|
$2.61 Million
1.6% of portfolio
|
Q1 2024
Reduced 16.07%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
40,779
shares
|
$2.57 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
35,897
shares
|
$2.26 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
35,294
shares
|
$2.22 Million
0.03% of portfolio
|
Q3 2023
Added 873.36%
|
|
|
Two Sigma Investments, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
33,800
shares
|
$2.13 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
33,401
shares
|
$2.1 Million
0.06% of portfolio
|
Q4 2024
Added 16.67%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
33,264
shares
|
$2.09 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
26,154
shares
|
$1.65 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
26,001
shares
|
$1.64 Million
0.06% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 14, 2025 Q4 2024 |
25,608
shares
|
$1.61 Million
0.13% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
25,167
shares
|
$1.58 Million
0.02% of portfolio
|
Q4 2024
Added 187.66%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
24,912
shares
|
$1.57 Million
0.05% of portfolio
|
Q4 2024
Reduced 8.61%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
24,815
shares
|
$1.56 Million
0.0% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
22,902
shares
|
$1.44 Million
0.2% of portfolio
|
Q4 2024
Reduced 4.92%
|