Wisdomtree US Large Cap FundEPSETF
13F holders, Q1 2024 (March 31)109holders
$55.16avg. 13F price*
At the end of Q1 2024, 109 institutions reported holding Wisdomtree US Large Cap Fund (EPS) in their 13F filings. The largest holders were Private Wealth Strategies, L.L.C. ($69.4M), Private Advisor Group, LLC ($54.4M) and LPL Financial LLC ($53.6M).
- Company
- Wisdomtree US Large Cap Fund
- CUSIP
- 97717W588
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $50.6M |
| Exits | 11 | $4.0M |
Ownership 109 holders
| Private Wealth Strategies, L.L.C. | 15.03% | Reduce -17.4% | 1,253,412 | $69.4M |
| Private Advisor Group, LLC | 0.39% | Reduce -2.2% | 981,515 | $54.4M |
| LPL Financial LLC | 0.03% | Add +6.1% | 968,269 | $53.6M |
| Morgan Stanley | 0.00% | Reduce -6.8% | 900,879 | $49.9M |
| Fiduciary Trust Co | 0.71% | New | 833,479 | $46.2M |
| Garrett Wealth Advisory Group, LLC | 14.61% | Add +12.9% | 644,061 | $35.7M |
| Cetera Investment Advisers | 0.06% | Add +469.4% | 424,531 | $23.5M |
| Team Financial Group, LLC | 15.10% | Reduce -1.3% | 404,983 | $22.4M |
| Kestra Advisory Services, LLC | 0.11% | Reduce -5.6% | 300,965 | $16.7M |
| Ieq Capital, LLC | 0.21% | No change | 265,154 | $14.7M |
| Financial Gravity Asset Management, Inc. | 3.52% | Reduce -92.4% | 249,679 | $12.5M |
| Bank of America Corp. | 0.00% | Reduce -2.5% | 201,152 | $11.1M |
| Relative Value Partners Group, LLC | 0.50% | Reduce -0.2% | 154,812 | $7.9M |
| Avantax Advisory Services, Inc. | 0.05% | Reduce -0.3% | 95,030 | $5.3M |
| Creative Planning | 0.01% | Reduce -2.3% | 94,182 | $5.2M |
| Marietta Wealth Management, LLC | 0.81% | Add +2.3% | 88,499 | $4.9M |
| Advisory Alpha, LLC | 0.19% | Reduce -4.0% | 85,295 | $4.7M |
| NewSquare Capital LLC | 0.41% | Add +29.4% | 82,805 | $4.6M |
| Wells Fargo & Company | 0.00% | Add +7.7% | 81,906 | $4.5M |
| Vista Investment Management | 1.78% | Reduce -0.5% | 78,734 | $4.4M |
| Osaic Holdings, Inc. | 0.01% | Reduce -0.3% | 78,239 | $4.3M |
| UBS Group AG | 0.00% | Add +2.9% | 74,667 | $4.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -43.6% | 66,128 | $3.7M |
| Moloney Securities Asset Management, LLC | 0.55% | Add +22.9% | 65,963 | $3.7M |
| Prime Capital Investment Advisors, LLC | 0.05% | Reduce -2.4% | 65,276 | $3.6M |
| Insight Advisors, LLC/ PA | 0.61% | Reduce -30.4% | 56,884 | $3.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -26.9% | 54,998 | $3.0M |
| Beacon Financial Group | 0.34% | Reduce -4.8% | 53,769 | $3.0M |
| Rockland Trust Co. | 0.14% | Reduce -4.2% | 48,094 | $2.7M |
| Lowe Brockenbrough & Co. Inc. | 0.17% | Reduce -0.2% | 46,502 | $2.6M |
| KLR Investment Advisors, LLC | 1.60% | Reduce -16.1% | 41,431 | $2.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | New | 35,520 | $2.0M |
| Modera Wealth Management, LLC | 0.03% | No change | 35,294 | $2.0M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -32.8% | 27,626 | $1.5M |
| Patriot Financial Group Insurance Agency, LLC | 0.23% | Reduce -7.6% | 26,385 | $1.5M |
| Royal Bank of Canada | 0.00% | Add +11.3% | 26,141 | $1.4M |
| Betterment LLC | 0.00% | Reduce -2.2% | 25,781 | $1.4M |
| KMG Fiduciary Partners, LLC | 0.14% | Add +0.3% | 25,156 | $1.4M |
| Harbour Investments, Inc. | 0.05% | Reduce -12.2% | 24,209 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | Reduce -44.5% | 22,752 | $1.3M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +0.9% | 22,731 | $1.3M |
| Win Advisors, Inc. | 0.55% | New | 22,505 | $1.2M |
| GM Advisory Group, LLC | 0.09% | Add +0.9% | 22,104 | $1.2M |
| Herold Advisors, Inc. | 0.28% | No change | 21,030 | $1.2M |
| Chicago Partners Investment Group LLC | 0.04% | Add +0.5% | 19,157 | $1.0M |
| Pine Valley Investments Ltd Liability Co | 0.07% | Add +4.9% | 17,173 | $951K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -0.9% | 13,184 | $730K |
| Rathbones Group PLC | 0.00% | No change | 12,735 | $706K |
| Essential Planning, LLC. | 0.35% | No change | 13,934 | $698K |
| Raymond James & Associates | 0.00% | Reduce -4.9% | 12,463 | $690K |
| Stifel Financial Corp. | 0.00% | Reduce -1.3% | 12,258 | $679K |
| Institute for Wealth Management, LLC. | 0.08% | Reduce -1.6% | 10,678 | $592K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -5.5% | 10,563 | $585K |
| Parsons Capital Management Inc. | 0.04% | Add +4.4% | 10,478 | $580K |
| Family Capital Management, Inc. | 0.39% | No change | 10,000 | $554K |
| REAP Financial Group, LLC | 0.14% | Reduce -25.6% | 9,296 | $515K |
| Melone Private Wealth, LLC | 0.31% | Reduce -8.3% | 9,230 | $511K |
| Ameriprise Financial Inc. | 0.00% | Reduce -14.2% | 9,176 | $508K |
| Advisor Resource Council | 0.21% | New | 9,736 | $488K |
| Cornerstone Wealth Management, LLC | 0.04% | Add +0.1% | 8,618 | $477K |
| Berger Financial Group, Inc | 0.04% | No change | 8,161 | $452K |
| Redwood Financial Network Corp | 0.38% | Reduce -29.9% | 7,921 | $439K |
| CoreCap Advisors, LLC | 0.02% | Reduce -31.3% | 7,878 | $436K |
| Bouchey Financial Group, Ltd. | 0.04% | No change | 7,815 | $433K |
| Bar Harbor Wealth Management | 0.03% | Reduce -2.6% | 7,486 | $415K |
| E&G Advisors, LLC | 0.12% | Add +0.8% | 6,945 | $385K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.4% | 6,857 | $380K |
| Secured Retirement Advisors, LLC | 0.31% | No change | 6,606 | $366K |
| Walkner Condon Financial Advisors LLC | 0.08% | Reduce -5.3% | 6,452 | $357K |
| Capital Group Private Client Services, Inc. | 0.00% | Reduce -0.2% | 6,323 | $350K |
| MML Investors Services, LLC | 0.00% | Reduce -20.0% | 5,420 | $300K |
| Verus Capital Partners, LLC | 0.03% | Add +4.8% | 5,349 | $296K |
| FMR LLC | 0.00% | Add +0.1% | 5,341 | $296K |
| Westwood Holdings Group Inc. | 0.00% | No change | 5,113 | $283K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +15.6% | 5,096 | $282K |
| IFS Advisors, LLC | 0.24% | No change | 5,063 | $280K |
| Old National Bancorp | 0.01% | No change | 4,624 | $256K |
| CGN Advisors LLC | 0.03% | Reduce -4.1% | 4,390 | $243K |
| Integrated Wealth Concepts LLC | 0.00% | New | 4,339 | $240K |
| Moller Wealth Partners | 0.06% | No change | 4,194 | $232K |
| Capital Management Corp. | 0.04% | New | 3,680 | $204K |
| Corient Private Wealth LP | 0.00% | New | 3,663 | $203K |
| Global Retirement Partners, LLC | 0.01% | No change | 3,650 | $202K |
| UMB Bank, n.a. | 0.00% | No change | 3,517 | $195K |
| Lanark Financial, Inc. | 0.01% | Reduce -80.8% | 2,419 | $134K |
| Creative Financial Designs Inc. | 0.01% | Reduce -0.4% | 2,390 | $132K |
| SJS Investment Consulting Inc. | 0.02% | Reduce -1.1% | 1,726 | $96K |
| Citigroup Inc. | 0.00% | Add +58.4% | 1,711 | $95K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 1,375 | $76K |
| EPG Wealth Management LLC | 0.02% | Add +0.2% | 1,360 | $75K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 1,179 | $65K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 1,149 | $64K |
| Qube Research & Technologies Ltd | 0.00% | No change | 1,045 | $58K |
| Bank of Montreal | 0.00% | No change | 900 | $50K |
| Ancora Advisors LLC | 0.00% | No change | 660 | $37K |
| Sunbelt Securities, Inc. | 0.00% | Add +0.3% | 590 | $33K |
| Sound Income Strategies, LLC | 0.00% | No change | 536 | $30K |
| Geneos Wealth Management Inc. | 0.00% | No change | 400 | $22K |
| Allworth Financial LP | 0.00% | No change | 385 | $21K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 370 | $20K |
| Jones Financial Companies LLLP | 0.00% | New | 370 | $20K |
| Principal Securities, Inc. | 0.00% | No change | 286 | $16K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -99.5% | 269 | $15K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 219 | $12K |
| CIBC Private Wealth Group LLC | 0.00% | New | 160 | $9K |
| Covestor Ltd | 0.00% | Reduce -58.9% | 97 | $5K |
| Blue Trust, Inc. | 0.00% | New | 81 | $4K |
| PSI Advisors, LLC | 0.00% | No change | 29 | $2K |
| Mather Group, Llc. | 0.00% | New | 9 | $451 |
"% of holder's portfolio" is EPS's weight in each manager's 13F, not the share of Wisdomtree US Large Cap Fund the manager owns.