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 |
|---|---|---|---|---|---|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
5,080
shares
|
$319,684
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ifs Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
5,063
shares
|
$318,614
0.24% of portfolio
|
Q1 2022
Added 4.11%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Jan 24, 2025 Q4 2024 |
5,058
shares
|
$318,299
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
5,034
shares
|
$316,789
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Old National Bancorp
|
Jan 23, 2025 Q4 2024 |
4,624
shares
|
$290,988
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
4,471
shares
|
$281,360
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
4,385
shares
|
$275,948
0.06% of portfolio
|
Q4 2024
Reduced 20.66%
|
|
|
Baldwin Brothers LLC
|
Jan 22, 2025 Q4 2024 |
4,261
shares
|
$268,144
0.0% of portfolio
|
Q4 2024
Reduced 88.14%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Feb 25, 2025 Q4 2024 |
4,181
shares
|
$263,110
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
3,815
shares
|
$240,077
0.0% of portfolio
|
Q4 2024
Reduced 16.78%
|
|
|
Moller Financial Services
|
Jan 07, 2025 Q4 2024 |
3,730
shares
|
$234,728
0.06% of portfolio
|
Q2 2024
Reduced 11.06%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
3,697
shares
|
$232,652
0.0% of portfolio
|
Q4 2024
Reduced 17.84%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
3,679
shares
|
$231,519
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
3,656
shares
|
$230,072
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
3,602
shares
|
$226,673
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
3,517
shares
|
$221,324
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
3,464
shares
|
$217,989
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Management Corp
|
Feb 07, 2025 Q4 2024 |
3,425
shares
|
$215,535
0.04% of portfolio
|
Q4 2024
Reduced 6.29%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
3,291
shares
|
$207,102
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
3,191
shares
|
$200,809
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
1,835
shares
|
$115,476
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
1,801
shares
|
$113,336
0.01% of portfolio
|
Q4 2024
Reduced 12.36%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
1,726
shares
|
$108,617
0.02% of portfolio
|
Q1 2024
Reduced 1.15%
|
|
|
Coastline Trust CO
|
Feb 13, 2025 Q4 2024 |
1,380
shares
|
$86,843
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
1,375
shares
|
$86,528
0.01% of portfolio
|
Q1 2023
New holding
|