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 165 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 |
|---|---|---|---|---|---|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
88,536
shares
|
$6.16 Million
0.0% of portfolio
|
Q3 2025
Reduced 12.1%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
80,974
shares
|
$5.63 Million
2.08% of portfolio
|
Q3 2025
Reduced 2.32%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
80,615
shares
|
$5.61 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
79,770
shares
|
$5.55 Million
0.0% of portfolio
|
Q3 2025
Added 249.78%
|
|
|
Moloney Securities Asset Management, LLC
|
Nov 05, 2025 Q3 2025 |
79,371
shares
|
$5.52 Million
0.7% of portfolio
|
Q3 2025
Added 7.23%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
74,500
shares
|
$5.18 Million
0.01% of portfolio
|
Q3 2025
Added 36.95%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 12, 2025 Q3 2025 |
73,537
shares
|
$5.12 Million
0.61% of portfolio
|
Q3 2025
New holding
|
|
|
New Square Capital LLC
|
Nov 12, 2025 Q3 2025 |
70,200
shares
|
$4.89 Million
0.34% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
59,501
shares
|
$4.14 Million
0.0% of portfolio
|
Q3 2025
Reduced 24.54%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
57,192
shares
|
$3.98 Million
0.1% of portfolio
|
Q3 2025
Added 19.29%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
55,824
shares
|
$3.88 Million
0.0% of portfolio
|
Q3 2025
Added 431.25%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
55,819
shares
|
$3.88 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
51,591
shares
|
$3.59 Million
0.01% of portfolio
|
Q3 2023
Added 46.44%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
51,230
shares
|
$3.57 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.93%
|
|
|
Maia Wealth LLC
Denver, CO |
Nov 13, 2025 Q3 2025 |
50,266
shares
|
$3.5 Million
0.6% of portfolio
|
Q3 2025
Added 19.87%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
50,182
shares
|
$3.49 Million
0.05% of portfolio
|
Q3 2022
Added 35.07%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
49,693
shares
|
$3.46 Million
0.01% of portfolio
|
Q3 2025
Added 98.62%
|
|
|
Lowe Brockenbrough & CO Inc
|
Nov 05, 2025 Q3 2025 |
46,252
shares
|
$3.22 Million
0.17% of portfolio
|
Q2 2024
Reduced 0.54%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Oct 06, 2025 Q3 2025 |
43,267
shares
|
$3.01 Million
0.66% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
41,431
shares
|
$2.88 Million
1.6% of portfolio
|
Q1 2024
Reduced 16.07%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
38,866
shares
|
$2.7 Million
0.28% of portfolio
|
Q3 2025
Reduced 15.43%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
38,672
shares
|
$2.69 Million
0.0% of portfolio
|
Q3 2025
Added 13.09%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
38,303
shares
|
$2.67 Million
0.05% of portfolio
|
Q3 2025
Added 1.75%
|
|
|
Rockland Trust CO
|
Nov 06, 2025 Q3 2025 |
36,378
shares
|
$2.53 Million
0.1% of portfolio
|
Q3 2025
Reduced 2.74%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
35,094
shares
|
$2.44 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.28%
|
|