Free Trial
→ Ex-CIA Advisor: Trump 2.0 Could “Send Gold to $10,000” (From Colonial Metals) (Ad) Free EPS Stock Alerts

WisdomTree U.S. LargeCap Fund (EPS) Institutional Ownership

WisdomTree U.S. LargeCap Fund logo
$62.93 -0.97 (-1.52%)
As of 02/21/2025 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for WisdomTree U.S. LargeCap Fund (NYSEARCA:EPS)

Number of
Institutional Buyers
(last 12 months)
72
Total
Institutional Inflows
(last 12 months)
$249.47M
Number of
Institutional Sellers
(last 12 months)
42
Total
Institutional Outflows
(last 12 months)
$174.28M
Get EPS Insider Trade Alerts

Want to know when executives and insiders are buying or selling WisdomTree U.S. LargeCap Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

EPS Institutional Buying and Selling by Quarter

WisdomTree U.S. LargeCap Fund Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/18/2025 Western Wealth Management LLC65,357$4.00M1.2%-6.8%0.420%
2/17/2025 Two Sigma Investments LP33,800$2.07M0.0%N/A0.217%
2/17/2025 Fiduciary Trust Co2,260,703$138.31M1.8%+5.9%14.538%
2/17/2025 CoreCap Advisors LLC5,085$311K0.0%-23.2%0.033%
2/17/2025 Cetera Investment Advisers425,793$26.05M0.1%-0.6%2.738%
2/17/2025 Bank of America Corp DE196,876$12.05M0.0%-2.3%1.266%
2/17/2025 Ameriprise Financial Inc.9,360$573K0.0%-5.8%0.060%
2/14/2025 Jane Street Group LLC5,080$311K0.0%N/A0.033%
2/14/2025 Lido Advisors LLC1,244,477$76.14M0.3%N/A8.003%
2/14/2025 Betterment LLC48,923$2.99M0.0%-8.8%0.315%
2/14/2025 Integrated Wealth Concepts LLC7,797$477K0.0%+44.4%0.050%
2/14/2025 MGO One Seven LLC5,932$363K0.0%-2.6%0.038%
2/14/2025 Tower Research Capital LLC TRC 40,779$2.50M0.0%N/A0.262%
2/13/2025 Stenger Family Office LLC186,307$11.40M3.9%N/A1.198%
2/13/2025 Defined Financial Planning LLC17,220$1.05M1.1%N/A0.111%
2/13/2025 Raymond James Financial Inc.35,897$2.20M0.0%N/A0.231%
2/13/2025 Advisory Services Network LLC3,679$225K0.0%N/A0.024%
2/13/2025 Envestnet Asset Management Inc.22,831$1.40M0.0%-53.5%0.147%
2/13/2025 Perennial Investment Advisors LLC12,498$765K0.1%N/A0.080%
2/13/2025 Wells Fargo & Company MN81,717$5.00M0.0%+2.8%0.526%
2/12/2025 AssuredPartners Investment Advisors LLC44,460$2.72M0.5%N/A0.286%
2/12/2025 JPMorgan Chase & Co.131,066$8.02M0.0%+3.4%0.843%
2/11/2025 LPL Financial LLC1,081,053$66.14M0.0%+0.7%6.952%
2/10/2025 Creative Financial Designs Inc. ADV1,801$110K0.0%-12.4%0.012%
2/10/2025 Harbour Investments Inc.33,401$2.04M0.1%+16.7%0.215%
2/10/2025 Corient Private Wealth LLC3,697$226K0.0%-17.8%0.024%
2/10/2025 Envestnet Portfolio Solutions Inc.4,471$274K0.0%N/A0.029%
2/10/2025 Commonwealth Equity Services LLC7,998$489K0.0%+18.5%0.051%
2/10/2025 Avantax Advisory Services Inc.90,947$5.56M0.0%+1.0%0.585%
2/10/2025 Essential Planning LLC.741,411$45.80M0.3%+6,103.2%4.768%
2/7/2025 Founders Financial Alliance LLC1,835$112K0.0%N/A0.012%
2/7/2025 Independent Advisor Alliance5,034$308K0.0%N/A0.032%
2/7/2025 Capital Management Corp VA3,425$210K0.0%-6.3%0.022%
2/7/2025 Jackson Creek Investment Advisors LLC8,825$540K0.2%+21.3%0.057%
2/6/2025 Raymond James Financial Inc.35,897$2.20M0.0%N/A0.231%
2/6/2025 Atria Investments Inc25,167$1.54M0.0%+187.7%0.162%
2/6/2025 NewSquare Capital LLC65,153$3.99M0.3%-21.7%0.419%
2/6/2025 Garrett Wealth Advisory Group LLC744,234$45.53M10.4%+8.5%4.786%
2/6/2025 Jones Financial Companies Lllp8,559$524K0.0%+17.0%0.055%
2/5/2025 Maia Wealth LLC7,220$457K0.1%N/A0.046%
Ex-CIA Advisor: Trump 2.0 Could “Send Gold to $10,000” (Ad)

Experts forecast gold's price racing to $4,000… and an ex-CIA advisor predicts we'll see gold hit $10,000. Should you sit on the sideline while this is happening?

That's why we put together a 100% FREE 2025 Gold Guide to show you exactly how to protect and grow y
2/5/2025 Parkside Financial Bank & Trust8,816$539K0.1%N/A0.057%
2/4/2025 Pine Valley Investments Ltd Liability Co18,107$1.11M0.1%-1.5%0.116%
2/3/2025 Concurrent Investment Advisors LLC6,584$403K0.0%N/A0.042%
2/3/2025 Private Advisor Group LLC1,034,393$63.28M0.4%+1.8%6.652%
1/31/2025 Global Retirement Partners LLC17,670$1.08M0.0%-8.7%0.114%
1/30/2025 Secured Retirement Advisors LLC5,269$322K0.2%-10.6%0.034%
1/30/2025 Allworth Financial LP1,030$65K0.0%+167.5%0.007%
1/30/2025 Walkner Condon Financial Advisors LLC4,385$268K0.1%-20.7%0.028%
1/29/2025 Beacon Financial Group49,133$3.01M0.3%-4.8%0.316%
1/29/2025 Portfolio Design Labs LLC5,247$321K0.1%N/A0.034%
1/29/2025 Stonebridge Financial Group LLC750$46K0.0%N/A0.005%
1/28/2025 Moloney Securities Asset Management LLC67,041$4.10M0.6%+5.1%0.431%
1/28/2025 Advisors Preferred LLC5,704$349K0.1%N/A0.037%
1/27/2025 Beacon Financial Advisory LLC9,854$603K0.2%+42.3%0.063%
1/27/2025 Insight Advisors LLC PA16,252$997K0.2%-36.2%0.105%
1/24/2025 Alterna Wealth Management Inc.5,058$309K0.3%N/A0.033%
1/24/2025 Marietta Wealth Management LLC91,264$5.58M0.8%+0.9%0.587%
1/22/2025 Patriot Financial Group Insurance Agency LLC22,902$1.40M0.2%-4.9%0.147%
1/22/2025 Baldwin Wealth Partners LLC MA4,261$261K0.0%-88.1%0.027%
1/22/2025 Parsons Capital Management Inc. RI10,120$619K0.0%-2.8%0.065%
1/21/2025 Cornerstone Wealth Management LLC8,483$519K0.0%-1.9%0.055%
1/21/2025 Team Financial Group LLC433,257$26.51M15.8%+1.1%2.786%
1/17/2025 Advisory Alpha LLC24,912$1.52M0.1%-8.6%0.160%
1/15/2025 KMG Fiduciary Partners LLC25,608$1.57M0.1%+1.0%0.165%
1/14/2025 Park Avenue Securities LLC6,036$369K0.0%+46.9%0.039%
1/14/2025 Rockland Trust Co.42,246$2.59M0.1%-1.2%0.272%
1/13/2025 Bar Harbor Wealth Management6,430$393K0.0%-8.0%0.041%
1/10/2025 ORG Partners LLC3,656$224K0.0%N/A0.024%
12/26/2024 JPMorgan Chase & Co.126,814$7.61M0.0%+13.2%0.816%
11/25/2024 Sanctuary Advisors LLC3,291$207K0.0%N/A0.021%
11/25/2024 Pine Valley Investments Ltd Liability Co18,390$1.10M0.1%+4.2%0.118%
11/15/2024 M&T Bank Corp5,925$356K0.0%N/A0.038%
11/15/2024 MML Investors Services LLC4,584$275K0.0%-15.0%0.029%
11/15/2024 Kovitz Investment Group Partners LLC140,225$8.42M0.1%N/A0.902%
11/15/2024 Integrated Wealth Concepts LLC5,398$324K0.0%+24.4%0.035%
11/14/2024 Fiduciary Trust Co2,134,388$128.15M1.8%+25.3%13.726%
11/13/2024 FMR LLC9,951$597K0.0%+1.8%0.064%
11/12/2024 GM Advisory Group LLC20,782$1.25M0.1%-6.8%0.134%
11/7/2024 Essential Planning LLC.11,952$718K0.3%-5.2%0.077%
11/6/2024 Coastline Trust Co1,380$83K0.0%N/A0.009%
11/5/2024 Verus Capital Partners LLC6,670$400K0.0%+9.1%0.043%
11/5/2024 Harbour Investments Inc.28,628$1.72M0.1%+11.8%0.184%
11/1/2024 Atria Investments Inc8,749$525K0.0%+29.3%0.056%
10/31/2024 Walkner Condon Financial Advisors LLC5,527$332K0.1%-4.4%0.036%
10/31/2024Advisor Resource Council9,445$567K0.3%N/A0.061%
10/30/2024 Beacon Financial Advisory LLC6,925$416K0.1%+38.3%0.045%
10/30/2024 Moloney Securities Asset Management LLC63,784$3.83M0.5%-4.5%0.410%
10/28/2024 Creative Financial Designs Inc. ADV2,055$123K0.0%-17.5%0.013%
10/24/2024 Patriot Financial Group Insurance Agency LLC24,088$1.45M0.2%-0.9%0.155%
10/24/2024 Wealth Enhancement Advisory Services LLC24,815$1.49M0.0%+1.5%0.160%
Ex-CIA Advisor: Trump 2.0 Could “Send Gold to $10,000” (Ad)

Experts forecast gold's price racing to $4,000… and an ex-CIA advisor predicts we'll see gold hit $10,000. Should you sit on the sideline while this is happening?

That's why we put together a 100% FREE 2025 Gold Guide to show you exactly how to protect and grow y
10/23/2024 Team Financial Group LLC428,499$25.73M15.9%+1.8%2.756%
10/22/2024 Marietta Wealth Management LLC90,431$5.43M0.8%+1.8%0.582%
10/22/2024 Private Advisor Group LLC1,016,343$61.02M0.4%-1.7%6.536%
10/17/2024 Bar Harbor Wealth Management6,986$419K0.0%-6.7%0.045%
10/16/2024 Global Retirement Partners LLC19,346$1.16M0.0%+73.5%0.124%
10/15/2024 NBC Securities Inc.3,007$180K0.0%+30.1%0.019%
10/11/2024 Creative Planning90,329$5.42M0.0%-4.0%0.581%
10/3/2024 Rockland Trust Co.42,773$2.57M0.1%-8.3%0.275%
10/3/2024 Park Avenue Securities LLC4,110$247K0.0%N/A0.026%
9/10/2024Prio Wealth Limited Partnership3,602$205K0.0%N/A0.023%
(Data available from 1/1/2016 forward)

EPS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of EPS shares?

During the previous two years, 128 institutional investors and hedge funds held shares of WisdomTree U.S. LargeCap Fund. The most heavily invested institutionals were Fiduciary Trust Co ($138.31M), Lido Advisors LLC ($76.14M), Private Wealth Strategies L.L.C. ($72.26M), LPL Financial LLC ($66.14M), Private Advisor Group LLC ($63.28M), Essential Planning LLC. ($45.80M), and Garrett Wealth Advisory Group LLC ($45.53M).Learn more on EPS's institutional investors.

Which institutional investors have been buying WisdomTree U.S. LargeCap Fund stock?

Of the 101 institutional investors that purchased WisdomTree U.S. LargeCap Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Financial Gravity Asset Management Inc. ($3.01M), Lido Advisors LLC ($1.24M), Private Advisor Group LLC ($1.07M), Essential Planning LLC. ($729.46K), Fiduciary Trust Co ($557.15K), Cetera Investment Advisers ($349.97K), and LPL Financial LLC ($331.86K).

How much institutional buying is happening at WisdomTree U.S. LargeCap Fund?

Institutional investors have bought a total of 9,187,156 shares in the last 24 months. This purchase volume represents approximately $477.18M in transactions.

Which WisdomTree U.S. LargeCap Fund major shareholders have been selling company stock?

Of the 63 institutional investors that sold WisdomTree U.S. LargeCap Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Financial Gravity Asset Management Inc. ($2.79M), Advisory Alpha LLC ($70.67K), Relative Value Partners Group LLC ($58.35K), Insight Advisors LLC PA ($51.17K), Private Advisor Group LLC ($40.33K), My Legacy Advisors LLC ($33.20K), and NewSquare Capital LLC ($33.17K).

How much institutional selling is happening at WisdomTree U.S. LargeCap Fund?

Institutional investors have sold a total of 3,420,538 shares in the last 24 months. This volume of shares sold represents approximately $187.59M in transactions.


Related Companies

This page (NYSEARCA:EPS) was last updated on 2/22/2025 by MarketBeat.com Staff
From Our Partners
What is this southern state hiding?
The financial press had a field day this week after President Donald Trump and Department of Government Effici...
Stansberry Research | Sponsored
Why Buffett and 100 members of Congress are Piling into this One Investment
This isn't just another investment. It might be the last retirement stock you'll ever need. But this win...
Behind the Markets | Sponsored
Collect $7k per month from Tesla’s SECRET dividend
Tesla doesn't pay a traditional dividend.... But I just discovered a secret backdoor to collect a secret 69...
Investors Alley | Sponsored
Buy NVDA Now?
After weeks of volatility, did President Trump just turn Nvidia (NVDA) into a raging BUY? The beloved chip...
Chaikin Analytics | Sponsored
This Crypto Is Set to Explode in February
It's a groundbreaking opportunity that could be poised for extraordinary gains. The catalyst behind this su...
Crypto 101 Media | Sponsored
Elon’s “New Gold”
MIT scientists just developed a brand-new metal… A metal that’s shaping up to be, not only the biggest brea...
True Market Insiders | Sponsored
Market down? Do this now.
During Trump's first term, his tariffs sent gold prices soaring. Investors who acted early made a fortune. Now...
Colonial Metals | Sponsored
Elon Takes Aim at Social Security
Elon Musk just dropped another bombshell... He revealed his DOGE organization has been taking aim at Social...
Altimetry | Sponsored