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 |
|---|---|---|---|---|---|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
11,600
shares
|
$807,244
0.05% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Oct 28, 2025 Q3 2025 |
10,915
shares
|
$759,574
0.26% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Nov 13, 2025 Q3 2025 |
10,701
shares
|
$744,682
0.0% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Nov 13, 2025 Q3 2025 |
10,294
shares
|
$716,359
0.26% of portfolio
|
Q3 2025
Reduced 1.26%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
10,022
shares
|
$697,430
0.15% of portfolio
|
Q3 2025
Reduced 6.36%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Oct 27, 2025 Q3 2025 |
10,000
shares
|
$695,900
0.33% of portfolio
|
Q4 2022
New holding
|
|
|
Seek First Inc.
Campbell, CA |
Nov 12, 2025 Q3 2025 |
9,810
shares
|
$682,677
0.49% of portfolio
|
Q3 2025
Reduced 10.46%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 30, 2025 Q3 2025 |
9,667
shares
|
$672,726
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
9,238
shares
|
$642,872
0.0% of portfolio
|
Q3 2025
Added 2058.41%
|
|
|
Parsons Capital Management Inc
|
Oct 29, 2025 Q3 2025 |
9,113
shares
|
$634,173
0.04% of portfolio
|
Q3 2025
Reduced 3.43%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
8,816
shares
|
$613,505
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Melone Private Wealth, LLC
|
Jan 07, 2026 Q4 2025 |
8,757
shares
|
$609,399
0.26% of portfolio
|
Q4 2025
Reduced 1.63%
|
|
|
Integrity Advisory Solutions, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
8,721
shares
|
$606,894
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Nov 12, 2025 Q3 2025 |
8,721
shares
|
$606,894
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Brand Asset Management Group, Inc.
|
Nov 12, 2025 Q3 2025 |
8,706
shares
|
$605,850
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
8,682
shares
|
$604,180
0.03% of portfolio
|
Q3 2025
Added 2.07%
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
8,575
shares
|
$596,734
0.06% of portfolio
|
Q3 2025
Reduced 13.47%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
8,416
shares
|
$585,669
0.04% of portfolio
|
Q3 2025
Added 3.05%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
8,129
shares
|
$565,697
0.04% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Bouchey Financial Group LTD
|
Nov 12, 2025 Q3 2025 |
7,815
shares
|
$543,845
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
7,441
shares
|
$517,819
0.0% of portfolio
|
Q3 2025
Added 10.17%
|
|
|
E&G Advisors, LP
|
Oct 20, 2025 Q3 2025 |
7,275
shares
|
$506,267
0.12% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
7,227
shares
|
$502,926
0.21% of portfolio
|
Q2 2025
Added 3.48%
|
|
|
Swmg, LLC
Fort Worth, TX |
Oct 24, 2025 Q3 2025 |
6,777
shares
|
$471,611
0.15% of portfolio
|
Q3 2025
Added 51.41%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
6,745
shares
|
$469,384
0.04% of portfolio
|
Q3 2025
Reduced 0.77%
|
|