Wisdomtree US Large Cap FundEPSETF
13F holders, Q2 2024 (June 30)108holders −1
8new positions
7sold out
$56.88avg. 13F price*
At the end of Q2 2024, 108 institutions reported holding Wisdomtree US Large Cap Fund (EPS) in their 13F filings, down 1 from Q1 2024. 8 opened new positions and 7 sold out. The largest holders were Fiduciary Trust Co ($96.9M), Private Wealth Strategies, L.L.C. ($72.3M) and Private Advisor Group, LLC ($58.8M).
- Company
- Wisdomtree US Large Cap Fund
- CUSIP
- 97717W588
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $1.7M |
| Exits | 7 | $11.7M |
All 13F filers, Q1 2024 → Q2 2024: 1,221,895 shares bought and 439,683 shares sold, net +782,212 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 108 holders
| Fiduciary Trust Co | 1.45% | Add +104.4% | 1,703,557 | $96.9M |
| Private Wealth Strategies, L.L.C. | 14.50% | Add +1.4% | 1,270,305 | $72.3M |
| Private Advisor Group, LLC | 0.39% | Add +5.4% | 1,034,205 | $58.8M |
| LPL Financial LLC | 0.03% | Add +6.0% | 1,025,913 | $58.4M |
| Morgan Stanley | 0.00% | Add +7.2% | 965,727 | $54.9M |
| Garrett Wealth Advisory Group, LLC | 13.86% | Add +3.2% | 664,438 | $37.8M |
| Cetera Investment Advisers | 0.06% | Reduce -0.5% | 422,477 | $24.0M |
| Team Financial Group, LLC | 15.39% | Add +4.0% | 421,078 | $24.0M |
| Ieq Capital, LLC | 0.20% | No change | 265,154 | $15.1M |
| Kestra Advisory Services, LLC | 0.08% | Reduce -12.9% | 262,144 | $14.9M |
| Financial Gravity Asset Management, Inc. | 3.73% | Add +5.4% | 263,169 | $14.9M |
| Bank of America Corp. | 0.00% | Reduce -1.5% | 198,117 | $11.3M |
| JPMorgan Chase & Co. | 0.00% | Add +69.4% | 112,030 | $6.4M |
| Creative Planning | 0.01% | Reduce -0.1% | 94,133 | $5.4M |
| Avantax Advisory Services, Inc. | 0.04% | Reduce -2.1% | 93,048 | $5.3M |
| Marietta Wealth Management, LLC | 0.79% | Add +0.4% | 88,849 | $5.1M |
| NewSquare Capital LLC | 0.41% | Add +0.9% | 83,570 | $4.8M |
| Vista Investment Management | 1.86% | Add +2.5% | 80,718 | $4.6M |
| Wells Fargo & Company | 0.00% | Reduce -2.8% | 79,647 | $4.5M |
| UBS Group AG | 0.00% | Add +2.1% | 76,248 | $4.3M |
| Moloney Securities Asset Management, LLC | 0.55% | Add +1.3% | 66,815 | $3.8M |
| Prime Capital Investment Advisors, LLC | 0.05% | Reduce -1.9% | 64,056 | $3.6M |
| Beacon Financial Group | 0.34% | Reduce -1.8% | 52,790 | $3.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -5.1% | 52,217 | $3.0M |
| Rockland Trust Co. | 0.14% | Reduce -3.0% | 46,656 | $2.7M |
| Lowe Brockenbrough & Co. Inc. | 0.18% | Reduce -0.5% | 46,252 | $2.6M |
| Insight Advisors, LLC/ PA | 0.41% | Reduce -30.0% | 39,809 | $2.3M |
| Modera Wealth Management, LLC | 0.03% | No change | 35,294 | $2.0M |
| Advisory Alpha, LLC | 0.06% | Reduce -66.2% | 28,825 | $1.6M |
| Royal Bank of Canada | 0.00% | Add +0.4% | 26,255 | $1.5M |
| Chicago Partners Investment Group LLC | 0.06% | Add +36.2% | 26,097 | $1.5M |
| Betterment LLC | 0.00% | Add +1.8% | 26,231 | $1.5M |
| Harbour Investments, Inc. | 0.05% | Add +5.8% | 25,600 | $1.5M |
| KMG Fiduciary Partners, LLC | 0.14% | Add +0.4% | 25,249 | $1.4M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -11.5% | 24,443 | $1.4M |
| Patriot Financial Group Insurance Agency, LLC | 0.20% | Reduce -7.9% | 24,300 | $1.4M |
| GM Advisory Group, LLC | 0.08% | Add +0.8% | 22,292 | $1.3M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -2.7% | 22,119 | $1.3M |
| Herold Advisors, Inc. | 0.28% | No change | 21,030 | $1.2M |
| Pine Valley Investments Ltd Liability Co | 0.07% | Add +2.7% | 17,644 | $1.0M |
| Susquehanna International Group, LLP | 0.00% | Reduce -26.5% | 16,727 | $951K |
| Osaic Holdings, Inc. | 0.00% | Reduce -80.2% | 15,495 | $881K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +0.4% | 13,240 | $753K |
| Essential Planning, LLC. | 0.32% | Reduce -9.5% | 12,608 | $717K |
| Stifel Financial Corp. | 0.00% | Add +0.6% | 12,325 | $701K |
| Raymond James & Associates | 0.00% | Reduce -5.3% | 11,806 | $672K |
| Global Retirement Partners, LLC | 0.02% | Add +205.5% | 11,150 | $634K |
| Rathbones Group PLC | 0.00% | Reduce -14.5% | 10,885 | $619K |
| Institute for Wealth Management, LLC. | 0.08% | Reduce -0.9% | 10,578 | $602K |
| Mercer Global Advisors Inc. | 0.00% | Add +0.1% | 10,575 | $602K |
| Parsons Capital Management Inc. | 0.04% | Reduce -0.6% | 10,415 | $592K |
| Family Capital Management, Inc. | 0.39% | No change | 10,000 | $569K |
| FMR LLC | 0.00% | Add +83.1% | 9,778 | $556K |
| Melone Private Wealth, LLC | 0.31% | Add +0.3% | 9,253 | $526K |
| Ameriprise Financial Inc. | 0.00% | Add +0.7% | 9,242 | $526K |
| Cornerstone Wealth Management, LLC | 0.04% | Add +0.2% | 8,632 | $491K |
| Berger Financial Group, Inc | 0.04% | No change | 8,161 | $464K |
| Bouchey Financial Group, Ltd. | 0.04% | No change | 7,815 | $444K |
| Redwood Financial Network Corp | 0.36% | Reduce -4.0% | 7,602 | $432K |
| Bar Harbor Wealth Management | 0.03% | No change | 7,486 | $426K |
| Commonwealth Equity Services, LLC | 0.00% | Add +3.7% | 7,108 | $404K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +37.8% | 7,023 | $400K |
| E&G Advisors, LLC | 0.12% | Add +1.1% | 7,020 | $399K |
| Invst, LLC | 0.04% | New | 6,834 | $389K |
| Atria Investments, Inc | 0.01% | New | 6,764 | $385K |
| CoreCap Advisors, LLC | 0.04% | Reduce -15.5% | 6,658 | $379K |
| Capital Group Private Client Services, Inc. | 0.00% | Add +0.5% | 6,355 | $361K |
| Secured Retirement Advisors, LLC | 0.28% | Reduce -3.8% | 6,355 | $361K |
| REAP Financial Group, LLC | 0.10% | Reduce -31.9% | 6,328 | $360K |
| Verus Capital Partners, LLC | 0.04% | Add +14.3% | 6,114 | $348K |
| IFG Advisory, LLC | 0.02% | New | 5,811 | $331K |
| Walkner Condon Financial Advisors LLC | 0.07% | Reduce -10.4% | 5,783 | $329K |
| MML Investors Services, LLC | 0.00% | Reduce -0.4% | 5,396 | $307K |
| Westwood Holdings Group Inc. | 0.00% | No change | 5,113 | $291K |
| IFS Advisors, LLC | 0.24% | No change | 5,063 | $288K |
| Beacon Financial Advisory LLC | 0.11% | New | 5,008 | $285K |
| Old National Bancorp | 0.01% | No change | 4,624 | $263K |
| CGN Advisors LLC | 0.03% | No change | 4,390 | $250K |
| Integrated Wealth Concepts LLC | 0.00% | No change | 4,339 | $247K |
| Corient Private Wealth LP | 0.00% | Add +4.5% | 3,829 | $218K |
| Moller Wealth Partners | 0.06% | Reduce -11.1% | 3,730 | $212K |
| Capital Management Corp. | 0.04% | Reduce -0.7% | 3,655 | $208K |
| Prio Wealth Limited Partnership | 0.01% | New | 3,602 | $205K |
| Jones Financial Companies LLLP | 0.00% | Add +873.5% | 3,602 | $205K |
| UMB Bank, n.a. | 0.00% | No change | 3,517 | $200K |
| Creative Financial Designs Inc. | 0.01% | Add +4.2% | 2,490 | $142K |
| Lanark Financial, Inc. | 0.01% | Reduce -4.4% | 2,312 | $131K |
| Citigroup Inc. | 0.00% | Add +2.0% | 1,745 | $99K |
| SJS Investment Consulting Inc. | 0.02% | No change | 1,726 | $98K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 1,375 | $78K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 1,179 | $67K |
| Geneos Wealth Management Inc. | 0.00% | Add +160.3% | 1,041 | $59K |
| Bank of Montreal | 0.00% | No change | 900 | $51K |
| International Assets Investment Management, LLC | 0.00% | New | 891 | $51K |
| Ancora Advisors LLC | 0.00% | No change | 660 | $38K |
| Sunbelt Securities, Inc. | 0.00% | Add +0.5% | 593 | $34K |
| Sound Income Strategies, LLC | 0.00% | No change | 536 | $30K |
| Allworth Financial LP | 0.00% | No change | 385 | $22K |
| Principal Securities, Inc. | 0.00% | No change | 286 | $16K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -13.4% | 233 | $13K |
"% 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.