Wisdomtree US Large Cap FundEPSETF
13F holders, Q4 2024 (December 31)144holders +27
23new positions
5sold out
1famous investor
$61.22avg. 13F price*
At the end of Q4 2024, 144 institutions reported holding Wisdomtree US Large Cap Fund (EPS) in their 13F filings, up 27 from Q3 2024. 23 opened new positions and 5 sold out. The largest holders were Fiduciary Trust Co ($138.3M), Lido Advisors, LLC ($76.1M) and LPL Financial LLC ($66.1M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Wisdomtree US Large Cap Fund
- CUSIP
- 97717W588
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $91.1M |
| Exits | 5 | $3.9M |
All 13F filers, Q3 2024 → Q4 2024: 2,521,000 shares bought and 204,506 shares sold, net +2,316,494 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 144 holders
| Fiduciary Trust Co | 1.83% | Add +5.9% | 2,260,703 | $138.3M |
| Lido Advisors, LLC | 0.48% | New | 1,244,477 | $76.1M |
| LPL Financial LLC | 0.03% | Add +0.8% | 1,081,053 | $66.1M |
| Private Advisor Group, LLC | 0.36% | Add +1.8% | 1,034,393 | $63.3M |
| Morgan Stanley | 0.00% | Reduce -1.8% | 973,356 | $59.5M |
| Essential Planning, LLC. | 0.30% | Add +6103.2% | 741,411 | $45.8M |
| Garrett Wealth Advisory Group, LLC | 10.36% | Add +8.5% | 744,234 | $45.5M |
| Team Financial Group, LLC | 15.20% | Add +1.1% | 433,257 | $26.5M |
| Cetera Investment Advisers | 0.05% | Reduce -0.6% | 425,793 | $26.1M |
| Integrity Alliance, Llc. | 2.70% | — | 407,310 | $24.9M |
| Ieq Capital, LLC | 0.16% | No change | 265,154 | $16.2M |
| Financial Gravity Companies, Inc. | 3.37% | Add +3.8% | 241,029 | $14.7M |
| Kestra Advisory Services, LLC | 0.07% | Add +5.1% | 204,616 | $12.5M |
| Bank of America Corp. | 0.00% | Reduce -2.3% | 196,876 | $12.0M |
| Stenger Family Office, LLC | 3.87% | — | 186,307 | $11.4M |
| NorthCoast Asset Management LLC | 0.04% | Reduce -0.1% | 140,075 | $8.6M |
| JPMorgan Chase & Co. | 0.00% | Add +3.4% | 131,066 | $8.0M |
| Creative Planning | 0.01% | Add +5.9% | 95,635 | $5.9M |
| UBS Group AG | 0.00% | Add +9.7% | 93,992 | $5.8M |
| Marietta Wealth Management, LLC | 0.80% | Add +0.9% | 91,264 | $5.6M |
| Avantax Advisory Services, Inc. | 0.03% | Add +1.0% | 90,947 | $5.6M |
| Wells Fargo & Company | 0.00% | Add +2.8% | 81,717 | $5.0M |
| Vista Investment Management | 1.89% | Add +0.1% | 81,583 | $5.0M |
| Moloney Securities Asset Management, LLC | 0.55% | Add +5.1% | 67,041 | $4.1M |
| Western Wealth Management, LLC | 0.21% | Reduce -6.8% | 65,357 | $4.0M |
| NewSquare Capital LLC | 0.32% | Reduce -21.7% | 65,153 | $4.0M |
| Prime Capital Investment Advisors, LLC | 0.06% | Reduce -2.9% | 62,180 | $3.8M |
| Citadel Advisors | 0.00% | New | 49,977 | $3.1M |
| Beacon Financial Group | 0.32% | Reduce -4.8% | 49,133 | $3.0M |
| Betterment LLC | 0.01% | Reduce -8.8% | 48,923 | $3.0M |
| Lowe Brockenbrough & Co. Inc. | 0.18% | No change | 46,252 | $2.8M |
| AssuredPartners Investment Advisors, LLC | 0.53% | — | 44,460 | $2.7M |
| Rockland Trust Co. | 0.13% | Reduce -1.2% | 42,246 | $2.6M |
| Tower Research Capital LLC (TRC) | 0.05% | New | 40,779 | $2.5M |
| Raymond James Financial Inc. | 0.00% | — | 35,897 | $2.2M |
| Modera Wealth Management, LLC | 0.03% | No change | 35,294 | $2.2M |
| Two Sigma Investments, LP | 0.01% | New | 33,800 | $2.1M |
| Harbour Investments, Inc. | 0.06% | Add +16.7% | 33,401 | $2.0M |
| Goldman Sachs Group Inc. | 0.00% | New | 33,264 | $2.0M |
| Chicago Partners Investment Group LLC | 0.05% | Add +0.3% | 26,001 | $1.6M |
| Royal Bank of Canada | 0.00% | Reduce -0.1% | 26,154 | $1.6M |
| KMG Fiduciary Partners, LLC | 0.13% | Add +1.0% | 25,608 | $1.6M |
| Atria Investments, Inc | 0.02% | Add +187.7% | 25,167 | $1.5M |
| Advisory Alpha, LLC | 0.05% | Reduce -8.6% | 24,912 | $1.5M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -2.5% | 24,198 | $1.5M |
| Patriot Financial Group Insurance Agency, LLC | 0.19% | Reduce -4.9% | 22,902 | $1.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -53.5% | 22,831 | $1.4M |
| GM Advisory Group, LLC | 0.07% | Add +0.4% | 20,871 | $1.3M |
| Pine Valley Investments Ltd Liability Co | 0.07% | Reduce -1.5% | 18,107 | $1.1M |
| Global Retirement Partners, LLC | 0.03% | Reduce -8.7% | 17,670 | $1.1M |
| Herold Advisors, Inc. | 0.23% | Reduce -2.3% | 17,360 | $1.1M |
| Defined Financial Planning LLC | 1.12% | — | 17,220 | $1.1M |
| Insight Advisors, LLC/ PA | 0.17% | Reduce -36.2% | 16,252 | $997K |
| Osaic Holdings, Inc. | 0.00% | Add +8.4% | 16,288 | $997K |
| FMR LLC | 0.00% | Add +43.7% | 14,296 | $875K |
| Citigroup Inc. | 0.00% | Add +0.3% | 13,578 | $831K |
| Quartz Partners, LLC | 0.49% | Reduce -0.6% | 13,112 | $802K |
| Steward Partners Investment Advisory, LLC | 0.01% | No change | 12,931 | $791K |
| Perennial Investment Advisors, LLC | 0.09% | New | 12,498 | $765K |
| Stifel Financial Corp. | 0.00% | Reduce -0.6% | 12,221 | $748K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +57.5% | 11,350 | $694K |
| Rathbones Group PLC | 0.00% | No change | 10,790 | $660K |
| Parsons Capital Management Inc. | 0.03% | Reduce -2.8% | 10,120 | $619K |
| Family Capital Management, Inc. | 0.37% | No change | 10,000 | $612K |
| Institute for Wealth Management, LLC. | 0.08% | No change | 9,910 | $606K |
| Beacon Financial Advisory LLC | 0.20% | Add +42.3% | 9,854 | $603K |
| Ameriprise Financial Inc. | 0.00% | Reduce -5.8% | 9,360 | $573K |
| Melone Private Wealth, LLC | 0.29% | Reduce -0.5% | 9,169 | $561K |
| Jackson Creek Investment Advisors LLC | 0.16% | Add +21.3% | 8,825 | $540K |
| Parkside Financial Bank & Trust | 0.07% | New | 8,816 | $539K |
| Jones Financial Companies LLLP | 0.00% | Add +17.0% | 8,559 | $524K |
| Cornerstone Wealth Management, LLC | 0.04% | Reduce -1.9% | 8,483 | $519K |
| Berger Financial Group, Inc | 0.03% | No change | 8,161 | $499K |
| Commonwealth Equity Services, LLC | 0.00% | Add +18.4% | 7,998 | $489K |
| Bouchey Financial Group, Ltd. | 0.04% | No change | 7,815 | $478K |
| Integrated Wealth Concepts LLC | 0.01% | Add +44.4% | 7,797 | $477K |
| Huntleigh Advisors, Inc. | 0.10% | — | 7,797 | $477K |
| Maia Wealth LLC | 0.10% | New | 7,220 | $457K |
| Nova Wealth Management, Inc. | 0.39% | — | 7,356 | $450K |
| Redwood Financial Network Corp | 0.33% | No change | 7,191 | $440K |
| E&G Advisors, LLC | 0.12% | Add +0.4% | 7,055 | $432K |
| Kilter Group LLC | 0.28% | — | 6,984 | $427K |
| Verus Capital Partners, LLC | 0.04% | No change | 6,670 | $408K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 6,584 | $403K |
| CGN Advisors LLC | 0.04% | No change | 6,520 | $399K |
| Bar Harbor Wealth Management | 0.03% | Reduce -8.0% | 6,430 | $393K |
| Capital Group Private Client Services, Inc. | 0.00% | Add +0.1% | 6,374 | $390K |
| Park Avenue Securities LLC | 0.00% | Add +46.9% | 6,036 | $369K |
| Mgo One Seven LLC | 0.01% | Reduce -2.6% | 5,932 | $363K |
| M&T Bank Corp | 0.00% | No change | 5,925 | $362K |
| IFG Advisory, LLC | 0.02% | New | 5,811 | $356K |
| Advisors Preferred, LLC | 0.06% | New | 5,704 | $349K |
| Secured Retirement Advisors, LLC | 0.18% | Reduce -10.6% | 5,269 | $322K |
| Portfolio Design Labs, LLC | 0.07% | New | 5,247 | $321K |
| Optima Capital LLC | 0.22% | — | 5,238 | $320K |
| Westwood Holdings Group Inc. | 0.00% | No change | 5,113 | $313K |
| CoreCap Advisors, LLC | 0.01% | Reduce -23.2% | 5,085 | $311K |
| Jane Street Group, LLC | 0.00% | New | 5,080 | $311K |
| IFS Advisors, LLC | 0.24% | No change | 5,063 | $310K |
| Alterna Wealth Management, Inc. | 0.26% | New | 5,058 | $309K |
"% 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.