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

WisdomTree U.S. LargeCap Fund logo
$61.91 +0.68 (+1.11%)
(As of 12/20/2024 04:33 PM ET)
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Institutional Ownership Changes (13F Filings) for WisdomTree U.S. LargeCap Fund (NYSEARCA:EPS)

Number of
Institutional Buyers
(last 12 months)
51
Total
Institutional Inflows
(last 12 months)
$94.48M
Number of
Institutional Sellers
(last 12 months)
32
Total
Institutional Outflows
(last 12 months)
$169.61M
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EPS Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
10/31/2024 Advisor 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%
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%
9/10/2024 Prio Wealth Limited Partnership3,602$205K0.0%N/A0.023%
8/22/2024 Cetera Investment Advisers422,477$24.03M0.1%-0.5%2.717%
8/21/2024 Advisory Alpha LLC28,825$1.64M0.1%-66.2%0.185%
8/16/2024 Invst LLC6,834$389K0.0%N/A0.044%
8/16/2024 Northwestern Mutual Wealth Management Co.7,023$400K0.0%+37.8%0.045%
8/14/2024 Team Financial Group LLC421,078$23.95M16.0%+4.0%2.708%
8/13/2024 GM Advisory Group LLC22,292$1.27M0.1%+0.9%0.143%
8/9/2024 Rathbones Group PLC10,885$619K0.0%-14.5%0.070%
8/9/2024 Prime Capital Investment Advisors LLC64,056$3.64M0.1%-1.9%0.412%
8/8/2024 Envestnet Asset Management Inc.52,217$2.97M0.0%-5.1%0.336%
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8/8/2024 CoreCap Advisors LLC6,658$379K0.0%N/A0.043%
8/8/2024 LPL Financial LLC1,025,913$58.35M0.0%+6.0%6.598%
8/7/2024 Redwood Financial Network Corp7,602$432K0.4%-4.0%0.049%
8/6/2024Financial Gravity Asset Management Inc.263,169$14.91M3.7%+5.4%1.692%
8/5/2024 Private Advisor Group LLC1,034,205$58.83M0.4%+5.4%6.651%
8/1/2024 Verus Capital Partners LLC6,114$348K0.0%+14.3%0.039%
8/1/2024Private Wealth Strategies L.L.C.1,270,305$72.26M14.5%+1.3%8.169%
7/31/2024Commonwealth Equity Services LLC7,108$404K0.0%+3.7%0.046%
7/31/2024 IFG Advisory LLC5,811$331K0.0%N/A0.037%
7/30/2024 Pine Valley Investments Ltd Liability Co17,644$1.00M0.1%+2.7%0.113%
7/30/2024 Moloney Securities Asset Management LLC66,815$3.80M0.5%+1.3%0.430%
7/30/2024 International Assets Investment Management LLC891$51K0.0%N/A0.006%
7/26/2024 Walkner Condon Financial Advisors LLC5,783$329K0.1%-10.4%0.037%
7/26/2024 Harbour Investments Inc.25,600$1.46M0.0%+5.7%0.165%
7/26/2024 Patriot Financial Group Insurance Agency LLC24,300$1.38M0.2%-7.9%0.156%
7/23/2024 NewSquare Capital LLC83,570$4.75M0.4%+0.9%0.537%
7/23/2024 Rockland Trust Co.46,656$2.65M0.1%-3.0%0.300%
7/19/2024 Garrett Wealth Advisory Group LLC664,438$37.79M13.9%+3.2%4.273%
7/19/2024 Marietta Wealth Management LLC88,849$5.05M0.8%+0.4%0.571%
7/16/2024 Wealth Enhancement Advisory Services LLC24,443$1.39M0.0%-11.5%0.157%
7/16/2024 Insight Advisors LLC PA39,809$2.26M0.4%-30.0%0.256%
7/1/2024 Moller Wealth Partners3,730$212K0.1%-11.1%0.024%
5/24/2024Cetera Advisors LLC377,046$20.89M0.2%+32.7%2.425%
5/24/2024 Cetera Investment Advisers424,531$23.52M0.1%+469.4%2.730%
5/15/2024 Kestra Advisory Services LLC300,965$16.67M0.1%-5.6%1.935%
5/13/2024Financial Gravity Asset Management Inc.256,305$14.20M3.6%-91.6%1.648%
5/10/2024 Capital Management Corp VA3,680$204K0.0%N/A0.024%
5/10/2024 GM Advisory Group LLC22,104$1.23M0.1%+0.9%0.142%
5/8/2024 Avantax Advisory Services Inc.95,030$5.27M0.0%-0.2%0.611%
5/7/2024 Verus Capital Partners LLC5,349$296K0.0%+4.8%0.034%
5/7/2024 Insight Advisors LLC PA56,884$3.15M0.6%-30.4%0.366%
5/6/2024 Advisory Alpha LLC85,295$4.73M0.2%-4.0%0.549%
5/2/2024 Moloney Securities Asset Management LLC65,963$3.65M0.6%+22.9%0.424%
4/30/2024 Private Advisor Group LLC981,515$54.38M0.4%-2.2%6.312%
4/30/2024 Garrett Wealth Advisory Group LLC644,061$35.68M14.6%+12.9%4.142%
4/25/2024 Cambridge Investment Research Advisors Inc.35,520$1.97M0.0%N/A0.228%
4/24/2024 Win Advisors Inc.22,505$1.25M0.5%N/A0.145%
4/24/2024 Bar Harbor Wealth Management7,486$415K0.0%-2.6%0.048%
4/23/2024KLR Investment Advisors LLC41,431$2.21M1.6%-16.1%0.266%
4/23/2024Raymond James Financial Services Advisors Inc.22,731$1.26M0.0%+0.9%0.146%
4/22/2024 Parsons Capital Management Inc. RI10,478$580K0.0%+4.4%0.067%
4/19/2024 Advisor Resource Council9,736$539K0.2%N/A0.067%
4/16/2024 Wealth Enhancement Advisory Services LLC27,626$1.53M0.0%-32.8%0.189%
4/12/2024CGN Advisors LLC4,390$243K0.0%-4.1%0.030%
4/11/2024 Rockland Trust Co.48,094$2.66M0.1%-4.2%0.329%
4/5/2024 NBC Securities Inc.2,419$134K0.0%-80.8%0.017%
2/23/2024 Chicago Partners Investment Group LLC19,064$972K0.0%+2.7%0.131%
2/23/2024 Beacon Financial Group56,489$2.83M0.3%+27.5%0.387%
2/16/2024 Secured Retirement Advisors LLC6,606$331K0.3%N/A0.045%
2/14/2024 Vista Investment Management79,106$3.96M1.8%+2.6%0.542%
Wall Street Icon: “You must get on the right side of this thing” (Ad)

I created one of the first quantitative analysis-based stock picking systems long before "quants" became a thing on Wall Street… leading Forbes to call me "King of the Quants." I'm writing to you today because my system has recently uncovered a market phenomenon I haven't seen in 30 years.

This market shakeup is going to be much more intense.
2/13/2024 Essential Planning LLC.13,934$698K0.4%-2.0%0.095%
2/13/2024 Rathbones Group PLC12,735$638K0.0%-2.4%0.087%
2/12/2024 GM Advisory Group LLC21,904$1.10M0.1%-10.9%0.150%
2/12/2024Relative Value Partners Group LLC155,123$7.77M0.5%-6.5%1.062%
2/12/2024Private Wealth Strategies L.L.C.1,517,276$76.04M16.9%+1.1%10.392%
2/12/2024 Pine Valley Investments Ltd Liability Co16,370$820K0.1%+10.6%0.112%
2/8/2024KLR Investment Advisors LLC49,364$2.47M1.8%-11.3%0.338%
2/7/2024 Avantax Advisory Services Inc.95,267$4.77M0.0%-4.6%0.653%
2/7/2024 NBC Securities Inc.12,625$632K0.1%+34.6%0.086%
2/7/2024 Berger Financial Group Inc8,161$409K0.0%-2.7%0.056%
(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, 100 institutional investors and hedge funds held shares of WisdomTree U.S. LargeCap Fund. The most heavily invested institutionals were Fiduciary Trust Co ($128.15M), Private Wealth Strategies L.L.C. ($72.26M), Private Advisor Group LLC ($61.02M), LPL Financial LLC ($58.35M), Garrett Wealth Advisory Group LLC ($37.79M), Team Financial Group LLC ($25.73M), and Cetera Investment Advisers ($24.03M).Learn more on EPS's institutional investors.

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

Of the 82 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), Private Advisor Group LLC ($1.06M), Fiduciary Trust Co ($430.83K), Cetera Investment Advisers ($349.97K), LPL Financial LLC ($347.66K), Ieq Capital LLC ($265.15K), and International Assets Investment Management LLC ($167.50K).

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

Institutional investors have bought a total of 6,887,339 shares in the last 24 months. This purchase volume represents approximately $328.27M in transactions.

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

Of the 56 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), Private Advisor Group LLC ($116.15K), AE Wealth Management LLC ($78.53K), Advisory Alpha LLC ($68.33K), Insight Advisors LLC PA ($67.55K), Relative Value Partners Group LLC ($58.35K), and IFP Advisors Inc ($52.84K).

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

Institutional investors have sold a total of 3,591,210 shares in the last 24 months. This volume of shares sold represents approximately $192.40M in transactions.


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This page (NYSEARCA:EPS) was last updated on 12/22/2024 by MarketBeat.com Staff
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