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 $885 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
22,831
shares
|
$1.44 Million
0.0% of portfolio
|
Q4 2024
Reduced 53.48%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
22,409
shares
|
$1.41 Million
0.0% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Feb 10, 2025 Q4 2024 |
20,871
shares
|
$1.31 Million
0.07% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
18,107
shares
|
$1.14 Million
0.07% of portfolio
|
Q4 2024
Reduced 1.54%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
17,670
shares
|
$1.11 Million
0.03% of portfolio
|
Q4 2024
Reduced 8.66%
|
|
|
Herold Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
17,360
shares
|
$1.09 Million
0.24% of portfolio
|
Q4 2024
Reduced 2.25%
|
|
|
Defined Financial Planning LLC
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
17,220
shares
|
$1.08 Million
1.12% of portfolio
|
Q4 2024
New holding
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jan 27, 2025 Q4 2024 |
16,252
shares
|
$1.02 Million
0.26% of portfolio
|
Q4 2024
Reduced 36.24%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
16,234
shares
|
$1.02 Million
0.0% of portfolio
|
Q4 2024
Added 8.05%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
13,578
shares
|
$854,463
0.0% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Feb 04, 2025 Q4 2024 |
13,112
shares
|
$825,138
0.49% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
12,931
shares
|
$813,747
0.01% of portfolio
|
Q3 2024
Reduced 2.33%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
12,736
shares
|
$801,476
0.0% of portfolio
|
Q3 2024
Added 7.88%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
12,498
shares
|
$786,499
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
12,290
shares
|
$773,409
0.11% of portfolio
|
Q3 2022
Added 6.62%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
12,221
shares
|
$769,067
0.0% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
11,350
shares
|
$714,255
0.0% of portfolio
|
Q4 2024
Added 57.49%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Feb 13, 2025 Q4 2024 |
10,790
shares
|
$679,014
0.0% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Parsons Capital Management Inc
|
Jan 22, 2025 Q4 2024 |
10,120
shares
|
$636,851
0.03% of portfolio
|
Q4 2024
Reduced 2.83%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Jan 29, 2025 Q4 2024 |
10,000
shares
|
$629,300
0.37% of portfolio
|
Q4 2022
New holding
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
9,910
shares
|
$623,636
0.08% of portfolio
|
Q3 2024
Reduced 6.31%
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
9,854
shares
|
$620,112
0.22% of portfolio
|
Q4 2024
Added 42.3%
|
|
|
Advisor Resource Council
|
Oct 31, 2024 Q3 2024 |
9,445
shares
|
$594,373
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
9,360
shares
|
$589,024
0.0% of portfolio
|
Q4 2024
Reduced 5.8%
|
|
|
Melone Private Wealth, LLC
|
Jan 14, 2025 Q4 2024 |
9,169
shares
|
$577,005
0.29% of portfolio
|
Q4 2024
Reduced 0.46%
|