Wisdomtree US Large Cap FundEPSETF
13F holders, Q3 2024 (September 30)117holders +9
16new positions
8sold out
$60.04avg. 13F price*
At the end of Q3 2024, 117 institutions reported holding Wisdomtree US Large Cap Fund (EPS) in their 13F filings, up 9 from Q2 2024. 16 opened new positions and 8 sold out. The largest holders were Fiduciary Trust Co ($128.1M), LPL Financial LLC ($64.4M) and Private Advisor Group, LLC ($61.0M).
- Company
- Wisdomtree US Large Cap Fund
- CUSIP
- 97717W588
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $19.3M |
| Exits | 8 | $908K |
All 13F filers, Q2 2024 → Q3 2024: 957,763 shares bought and 153,591 shares sold, net +804,172 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 117 holders
| Fiduciary Trust Co | 1.79% | Add +25.3% | 2,134,388 | $128.1M |
| LPL Financial LLC | 0.03% | Add +4.6% | 1,073,009 | $64.4M |
| Private Advisor Group, LLC | 0.38% | Reduce -1.7% | 1,016,343 | $61.0M |
| Morgan Stanley | 0.00% | Add +2.7% | 991,564 | $59.5M |
| Garrett Wealth Advisory Group, LLC | 10.17% | Add +3.2% | 685,914 | $41.2M |
| Team Financial Group, LLC | 15.30% | Add +1.8% | 428,499 | $25.7M |
| Cetera Investment Advisers | 0.06% | Add +1.4% | 428,293 | $25.7M |
| Ieq Capital, LLC | 0.20% | No change | 265,154 | $15.9M |
| Financial Gravity Companies, Inc. | 3.73% | — | 232,270 | $13.9M |
| Bank of America Corp. | 0.00% | Add +1.7% | 201,552 | $12.1M |
| Kestra Advisory Services, LLC | 0.06% | Reduce -25.7% | 194,726 | $11.7M |
| NorthCoast Asset Management LLC | 0.06% | New | 140,225 | $8.4M |
| JPMorgan Chase & Co. | 0.00% | Add +13.2% | 126,814 | $7.6M |
| Marietta Wealth Management, LLC | 0.79% | Add +1.8% | 90,431 | $5.4M |
| Creative Planning | 0.01% | Reduce -4.0% | 90,329 | $5.4M |
| Avantax Advisory Services, Inc. | 0.04% | Reduce -3.2% | 90,048 | $5.4M |
| UBS Group AG | 0.00% | Add +12.3% | 85,659 | $5.1M |
| NewSquare Capital LLC | 0.40% | Reduce -0.4% | 83,214 | $5.0M |
| Vista Investment Management | 1.84% | Add +0.9% | 81,471 | $4.9M |
| Wells Fargo & Company | 0.00% | Reduce -0.2% | 79,488 | $4.8M |
| Western Wealth Management, LLC | 0.24% | New | 70,105 | $4.2M |
| Prime Capital Investment Advisors, LLC | 0.05% | Reduce -0.1% | 64,016 | $3.8M |
| Moloney Securities Asset Management, LLC | 0.52% | Reduce -4.5% | 63,784 | $3.8M |
| Betterment LLC | 0.01% | Add +104.5% | 53,647 | $3.2M |
| Beacon Financial Group | 0.34% | Reduce -2.3% | 51,603 | $3.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -6.0% | 49,081 | $2.9M |
| Lowe Brockenbrough & Co. Inc. | 0.18% | No change | 46,252 | $2.8M |
| Rockland Trust Co. | 0.13% | Reduce -8.3% | 42,773 | $2.6M |
| Baldwin Wealth Partners LLC | 0.15% | New | 35,927 | $2.2M |
| Modera Wealth Management, LLC | 0.03% | No change | 35,294 | $2.1M |
| Win Advisors, Inc. | 0.82% | New | 29,144 | $1.7M |
| Harbour Investments, Inc. | 0.05% | Add +11.8% | 28,628 | $1.7M |
| Advisory Alpha, LLC | 0.06% | Reduce -5.4% | 27,258 | $1.6M |
| Royal Bank of Canada | 0.00% | Reduce -0.3% | 26,186 | $1.6M |
| Chicago Partners Investment Group LLC | 0.06% | Reduce -0.6% | 25,937 | $1.6M |
| Insight Advisors, LLC/ PA | 0.27% | Reduce -36.0% | 25,488 | $1.5M |
| KMG Fiduciary Partners, LLC | 0.13% | Add +0.4% | 25,345 | $1.5M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +1.5% | 24,815 | $1.5M |
| Patriot Financial Group Insurance Agency, LLC | 0.19% | Reduce -0.9% | 24,088 | $1.4M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +1.3% | 22,409 | $1.3M |
| GM Advisory Group, LLC | 0.07% | Reduce -6.8% | 20,782 | $1.2M |
| Global Retirement Partners, LLC | 0.04% | Add +73.5% | 19,346 | $1.2M |
| Pine Valley Investments Ltd Liability Co | 0.08% | Add +4.2% | 18,390 | $1.1M |
| Herold Advisors, Inc. | 0.23% | Reduce -15.6% | 17,760 | $1.1M |
| Osaic Holdings, Inc. | 0.00% | Reduce -3.0% | 15,024 | $902K |
| Citigroup Inc. | 0.00% | Add +675.6% | 13,535 | $813K |
| Quartz Partners, LLC | 0.50% | — | 13,194 | $792K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -2.3% | 12,931 | $776K |
| Raymond James & Associates | 0.00% | Add +7.9% | 12,736 | $765K |
| Stifel Financial Corp. | 0.00% | Reduce -0.2% | 12,300 | $739K |
| Essential Planning, LLC. | 0.29% | Reduce -5.2% | 11,952 | $718K |
| Rathbones Group PLC | 0.00% | Reduce -0.9% | 10,790 | $648K |
| Susquehanna International Group, LLP | 0.00% | Reduce -36.7% | 10,587 | $636K |
| Mercer Global Advisors Inc. | 0.00% | Add +0.1% | 10,587 | $631K |
| Parsons Capital Management Inc. | 0.04% | No change | 10,415 | $625K |
| Family Capital Management, Inc. | 0.39% | No change | 10,000 | $600K |
| FMR LLC | 0.00% | Add +1.8% | 9,951 | $597K |
| Ameriprise Financial Inc. | 0.00% | Add +7.5% | 9,936 | $597K |
| Institute for Wealth Management, LLC. | 0.08% | Reduce -6.3% | 9,910 | $595K |
| Advisor Resource Council | 0.26% | New | 9,445 | $567K |
| Melone Private Wealth, LLC | 0.29% | Reduce -0.5% | 9,211 | $553K |
| Atria Investments, Inc | 0.01% | Add +29.4% | 8,749 | $525K |
| Cornerstone Wealth Management, LLC | 0.04% | Add +0.1% | 8,644 | $519K |
| Berger Financial Group, Inc | 0.04% | No change | 8,161 | $490K |
| Bouchey Financial Group, Ltd. | 0.04% | No change | 7,815 | $469K |
| Jackson Creek Investment Advisors LLC | 0.13% | New | 7,273 | $437K |
| Jones Financial Companies LLLP | 0.00% | Add +103.0% | 7,313 | $437K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +2.6% | 7,207 | $433K |
| Redwood Financial Network Corp | 0.34% | Reduce -5.4% | 7,191 | $432K |
| E&G Advisors, LLC | 0.12% | Add +0.1% | 7,030 | $422K |
| Bar Harbor Wealth Management | 0.03% | Reduce -6.7% | 6,986 | $419K |
| Beacon Financial Advisory LLC | 0.14% | Add +38.3% | 6,925 | $416K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -5.0% | 6,752 | $405K |
| Verus Capital Partners, LLC | 0.04% | Add +9.1% | 6,670 | $400K |
| CoreCap Advisors, LLC | 0.02% | Reduce -0.6% | 6,619 | $397K |
| CGN Advisors LLC | 0.04% | Add +48.5% | 6,520 | $391K |
| Capital Group Private Client Services, Inc. | 0.00% | Add +0.3% | 6,371 | $383K |
| Mgo One Seven LLC | 0.02% | New | 6,092 | $366K |
| M&T Bank Corp | 0.00% | New | 5,925 | $356K |
| Secured Retirement Advisors, LLC | 0.25% | Reduce -7.3% | 5,892 | $354K |
| Walkner Condon Financial Advisors LLC | 0.07% | Reduce -4.4% | 5,527 | $332K |
| REAP Financial Group, LLC | 0.08% | Reduce -13.0% | 5,504 | $330K |
| Integrated Wealth Concepts LLC | 0.00% | Add +24.4% | 5,398 | $324K |
| Westwood Holdings Group Inc. | 0.00% | No change | 5,113 | $307K |
| IFS Advisors, LLC | 0.24% | No change | 5,063 | $304K |
| Old National Bancorp | 0.01% | No change | 4,624 | $278K |
| MML Investors Services, LLC | 0.00% | Reduce -15.1% | 4,584 | $275K |
| Corient Private Wealth LP | 0.00% | Add +17.5% | 4,500 | $270K |
| Old Mission Capital LLC | 0.01% | New | 4,496 | $270K |
| Park Avenue Securities LLC | 0.00% | New | 4,110 | $247K |
| Moller Wealth Partners | 0.06% | No change | 3,730 | $224K |
| Capital Management Corp. | 0.04% | No change | 3,655 | $219K |
| Prio Wealth Limited Partnership | 0.01% | No change | 3,602 | $216K |
| UMB Bank, n.a. | 0.00% | No change | 3,517 | $211K |
| Sanctuary Advisors, LLC | 0.00% | New | 3,291 | $207K |
| Lanark Financial, Inc. | 0.02% | Add +30.1% | 3,007 | $180K |
| NorthRock Partners, LLC | 0.01% | New | 2,531 | $152K |
| Creative Financial Designs Inc. | 0.01% | Reduce -17.5% | 2,055 | $123K |
| SJS Investment Consulting Inc. | 0.02% | No change | 1,726 | $104K |
| Coastline Trust Co | 0.01% | New | 1,380 | $83K |
"% 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.