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Wisdomtree US Large Cap Fund (EPS)

CUSIP: 97717W588 | NYSE | 358 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Garrett Wealth Advisory Group, LLC752,239
9.1% of portfolio›$60.1M
Lido Advisors, LLC696,839
0.1% of portfolio›$55.7M
Integrity Alliance, Llc.581,915
1.4% of portfolio›$46.5M
WealthPlan Investment Management, LLC564,250
2.2% of portfolio›$45.1M
Team Financial Group, LLC456,491
14.4% of portfolio›$36.5M
Kestra Advisory Services, LLC380,371
0.1% of portfolio›$30.4M
Flagship Wealth Advisors, LLC256,802
4.5% of portfolio›$20.5M
Stenger Family Office, LLC176,982
2.0% of portfolio›$14.4M
Maia Wealth LLC166,342
1.8% of portfolio›$13.3M
Systelligence, LLC154,947
2.6% of portfolio›$16.0M
Eastern Bank116,581
0.1% of portfolio›$9.3M
WealthPLAN Partners, LLC96,254
1.4% of portfolio›$7.7M
Marietta Wealth Management, LLC95,022
0.8% of portfolio›$7.7M
Creative Planning88,113
0.0% of portfolio›$7.0M
TopTier Wealth Management, LLC79,939
3.7% of portfolio›$6.4M
Citigroup Inc75,182
0.0% of portfolio›$6.0M
Integrity Advisory Solutions, LLC55,714
0.5% of portfolio›$4.5M
Prime Capital Investment Advisors, LLC48,000
0.0% of portfolio›$3.8M
LongView Wealth Management38,870
0.7% of portfolio›$3.1M
WealthPoint Financial, LLC37,862
2.2% of portfolio›$3.0M
Beacon Financial Group37,172
0.3% of portfolio›$3.0M
Rockland Trust Co35,316
0.1% of portfolio›$2.8M
Modera Wealth Management, LLC34,935
0.0% of portfolio›$2.8M
Chicago Partners Investment Group LLC26,455
0.0% of portfolio›$2.1M
Daymark Wealth Partners, LLC25,782
0.0% of portfolio›$2.1M
Uptick Partners, LLC17,042
0.2% of portfolio›$1.4M
Wealth Enhancement Advisory Services, LLC16,751
0.0% of portfolio›$1.4M
Herold Advisors, Inc.13,470
0.2% of portfolio›$1.1M
Beacon Financial Advisory LLC12,196
0.2% of portfolio›$975.1K
Triad Wealth Partners, LLC11,186
0.0% of portfolio›$894.3K
Family Capital Management, Inc.10,000
0.3% of portfolio›$799.5K
Verus Capital Partners, LLC9,797
0.0% of portfolio›$783.2K
Essential Planning, Llc.9,772
0.2% of portfolio›$781.3K
Quartz Partners, LLC9,639
0.2% of portfolio›$770.6K
Atria Investments, Inc9,242
0.0% of portfolio›$738.9K
Seek First Inc.8,826
0.5% of portfolio›$705.6K
Parkside Financial Bank & Trust8,816
0.0% of portfolio›$704.8K
Melone Private Wealth, LLC8,639
0.3% of portfolio›$690.7K
Cornerstone Wealth Management, LLC8,597
0.0% of portfolio›$687.4K
Parsons Capital Management Inc8,513
0.0% of portfolio›$680.6K
Commonwealth Equity Services, LLC8,092
0.0% of portfolio›$647.0K
Concurrent Investment Advisors, LLC8,029
0.0% of portfolio›$641.9K
E&G Advisors, LLC7,690
0.1% of portfolio›$614.8K
Uhlmann Price Securities, LLC7,592
0.0% of portfolio›$607.1K
United Advisor Group, LLC7,401
0.1% of portfolio›$591.7K
Redwood Financial Network Corp6,664
0.3% of portfolio›$532.8K
Cambridge Investment Research Advisors, Inc.6,614
0.0% of portfolio›$529
Investment Partners Asset Management, Inc.5,915
0.3% of portfolio›$472.9K
Truist Financial Corp5,579
0.0% of portfolio›$446.0K
Optima Capital LLC5,367
0.2% of portfolio›$429.1K
Park Avenue Securities LLC5,262
0.0% of portfolio›$421
Wedbush Securities Inc4,884
0.0% of portfolio›$390
IFS Advisors, LLC4,793
0.1% of portfolio›$383.2K
Focus Financial Network, Inc.4,758
0.0% of portfolio›$380.4K
BAR Harbor Wealth Management4,687
0.0% of portfolio›$374.7K
Swmg, LLC4,539
0.1% of portfolio›$363.6K
Ashton Thomas Securities, LLC4,380
0.0% of portfolio›$350.2K
Advisor Resource Council4,322
0.1% of portfolio›$350.5K
CGN Advisors LLC4,210
0.0% of portfolio›$336.6K
CoreCap Advisors, LLC4,120
0.0% of portfolio›$329.4K
Moller Wealth Partners3,730
0.1% of portfolio›$298.2K
Walkner Condon Financial Advisors LLC3,545
0.0% of portfolio›$283.4K
Axxcess Wealth Management, LLC3,498
0.0% of portfolio›$279.7K
Luts & Greenleigh Group, Inc.3,460
0.2% of portfolio›$276.6K
Lanark Financial, Inc.3,098
0.0% of portfolio›$247.7K
Farther Finance Advisors, LLC3,047
0.0% of portfolio›$243.6K
Apollon Wealth Management, LLC2,982
0.0% of portfolio›$238.4K
Peterson Wealth Advisors, LLC2,913
0.0% of portfolio›$232.9K
Signal Advisors Wealth, LLC2,675
0.0% of portfolio›$213.9K
RMR Wealth Builders2,605
0.0% of portfolio›$208.3K
Beacon Investment Advisory Services, Inc.1,950
0.0% of portfolio›$155.9K
SJS Investment Consulting Inc.1,726
0.0% of portfolio›$138.0K
Polaris Financial Partners1,221
0.1% of portfolio›$120
Coastline Trust Co1,107
0.0% of portfolio›$88.5K
Creative Financial Designs Inc1,013
0.0% of portfolio›$81.0K
Fifth Third Bancorp1,011
0.0% of portfolio›$80.8K
Provenance Wealth Advisors, LLC1,000
0.0% of portfolio›$80.0K
Private Trust Co NA585
0.0% of portfolio›$46.8K
Reap Financial Group, LLC516
0.0% of portfolio›$41.2K
IFP Advisors, Inc243
0.0% of portfolio›$19.4K
Covestor Ltd239
0.0% of portfolio›$19
Triumph Capital Management200
0.0% of portfolio›$16.0K
Planning Strategies Inc.118
0.0% of portfolio›$9.4K
Spire Wealth Management100
0.0% of portfolio›$8.0K
Blue Trust, Inc.81
0.0% of portfolio›$6.5K
Assetmark, Inc65
0.0% of portfolio›$5.2K
Main Street Group, LTD50
0.0% of portfolio›$4.0K
Mather Group, Llc.9
0.0% of portfolio›$720
StyleTurnoverLocationFiled
Garrett Wealth Advisory Group, LLC
752,239$60.1M9.1%ETFVery LowWeatherford, TX2026-10-22
Lido Advisors, LLC
696,839$55.7M0.1%GrowthLowLos Angeles, CA2026-11-04
Integrity Alliance, Llc.
581,915$46.5M1.4%ETFMediumUrbandale, IA2026-10-29
WealthPlan Investment Management, LLC
564,250$45.1M2.2%GrowthMediumOmaha, NE2026-10-15
Team Financial Group, LLC
456,491$36.5M14.4%ETFLowTemecula, CA2026-10-30
Kestra Advisory Services, LLC
380,371$30.4M0.1%CoreLowAustin, TX2026-11-02
Flagship Wealth Advisors, LLC
256,802$20.5M4.5%ETFLowWakefield, MA2026-11-03
Stenger Family Office, LLC
176,982$14.4M2.0%GrowthMediumNaperville, IL2026-10-22
Maia Wealth LLC
166,342$13.3M1.8%ETFMediumDenver, CO2026-10-19
Systelligence, LLC
154,947$16.0M2.6%ETFHighBloomington, MN2026-11-05
Eastern Bank
116,581$9.3M0.1%GrowthMediumBoston, MA2026-10-05
WealthPLAN Partners, LLC
96,254$7.7M1.4%CoreMediumOmaha, NE2026-10-15
Marietta Wealth Management, LLC
95,022$7.7M0.8%GrowthLowMarietta, GA2026-10-22
Creative Planning
88,113$7.0M0.0%IndexVery LowOverland Park, KS2026-11-02
TopTier Wealth Management, LLC
79,939$6.4M3.7%ETFVery LowMuskego, WI2026-10-16
Citigroup Inc
75,182$6.0M0.0%CoreMediumNew York, NY2026-11-04
Integrity Advisory Solutions, LLC
55,714$4.5M0.5%ETFMediumDallas, TX2026-10-29
Prime Capital Investment Advisors, LLC
48,000$3.8M0.0%ETFLowOverland Park, KS2026-10-20
LongView Wealth Management
38,870$3.1M0.7%ETFLowAtlanta, GA2026-10-19
WealthPoint Financial, LLC
37,862$3.0M2.2%ETFMediumCramerton, NC2026-11-03
Beacon Financial Group
37,172$3.0M0.3%ETFMediumDallas, TX2026-10-19
Rockland Trust Co
35,316$2.8M0.1%CoreLowHanover, MA2026-10-05
Modera Wealth Management, LLC
34,935$2.8M0.0%ETFVery LowWestwood, NJ2026-10-28
Chicago Partners Investment Group LLC
26,455$2.1M0.0%GARPLowChicago, IL2026-10-27
Daymark Wealth Partners, LLC
25,782$2.1M0.0%CoreLowCincinnati, OH2026-11-04
Uptick Partners, LLC
17,042$1.4M0.2%ETFLowNacogdoches, TX2026-11-04
Wealth Enhancement Advisory Services, LLC
16,751$1.4M0.0%CoreLowPlymouth, MN2026-10-13
Herold Advisors, Inc.
13,470$1.1M0.2%CoreLowNew York, NY2026-10-19
Beacon Financial Advisory LLC
12,196$975.1K0.2%ETFLowCleveland, OH2026-10-16
Triad Wealth Partners, LLC
11,186$894.3K0.0%ETFMediumLawrence, KS2026-10-26
Family Capital Management, Inc.
10,000$799.5K0.3%ETFLowGrand Rapids, MI2026-11-03
Verus Capital Partners, LLC
9,797$783.2K0.0%GrowthLowScottsdale, AZ2026-11-03
Essential Planning, Llc.
9,772$781.3K0.2%ETFLowPortsmouth, NH2026-10-21
Quartz Partners, LLC
9,639$770.6K0.2%GARPMediumSaratoga Springs, NY2026-11-03
Atria Investments, Inc
9,242$738.9K0.0%CoreMediumCharlotte, NC2026-10-15
Seek First Inc.
8,826$705.6K0.5%ETFLowCampbell, CA2026-10-27
Parkside Financial Bank & Trust
8,816$704.8K0.0%CoreVery LowSaint Louis, MO2026-10-27
Melone Private Wealth, LLC
8,639$690.7K0.3%ETFMediumAuburn Hills, MI2026-10-16
Cornerstone Wealth Management, LLC
8,597$687.4K0.0%ETFVery LowSt. Peters, MO2026-11-04
Parsons Capital Management Inc
8,513$680.6K0.0%CoreLowProvidence, RI2026-10-28
Commonwealth Equity Services, LLC
8,092$647.0K0.0%ETFLowWaltham, MA2026-11-02
Concurrent Investment Advisors, LLC
8,029$641.9K0.0%GrowthMediumTampa, FL2026-10-16
E&G Advisors, LLC
7,690$614.8K0.1%ETFVery LowHouston, TX2026-10-13
Uhlmann Price Securities, LLC
7,592$607.1K0.0%Agg GrowthLowSkokie, IL2026-11-03
United Advisor Group, LLC
7,401$591.7K0.1%ETFLowCincinnati, OH2026-11-03
Redwood Financial Network Corp
6,664$532.8K0.3%ETFLowSolon, OH2026-11-03
Cambridge Investment Research Advisors, Inc.
6,614$5290.0%ETFLowFairfield, IA2026-11-02
Investment Partners Asset Management, Inc.
5,915$472.9K0.3%CoreLowMetuchen, NJ2026-10-09
Truist Financial Corp
5,579$446.0K0.0%CoreLowCharlotte, NC2026-10-30
Optima Capital LLC
5,367$429.1K0.2%ETFHighPortland, OR2026-10-29
Park Avenue Securities LLC
5,262$4210.0%ETFMediumNew York, NY2026-10-26
Wedbush Securities Inc
4,884$3900.0%CoreLowPasadena, CA2026-10-22
IFS Advisors, LLC
4,793$383.2K0.1%ETFLowOverland Park, KS2026-10-14
Focus Financial Network, Inc.
4,758$380.4K0.0%ETFLowMinneapolis, MN2026-10-14
BAR Harbor Wealth Management
4,687$374.7K0.0%CoreLowConcord, NH2026-10-21
Swmg, LLC
4,539$363.6K0.1%ETFMediumFort Worth, TX2026-10-23
Ashton Thomas Securities, LLC
4,380$350.2K0.0%ETFMediumRochester, NY2026-10-26
Advisor Resource Council
4,322$350.5K0.1%ETFLowDallas, TX2026-11-05
CGN Advisors LLC
4,210$336.6K0.0%ETFLowManhattan, KS2026-10-21
CoreCap Advisors, LLC
4,120$329.4K0.0%ETFMediumSouthfield, MI2026-10-08
Moller Wealth Partners
3,730$298.2K0.1%ETFVery LowNorthfield, IL2026-10-15
Walkner Condon Financial Advisors LLC
3,545$283.4K0.0%ETFLowVerona, WI2026-11-02
Axxcess Wealth Management, LLC
3,498$279.7K0.0%CoreLowCarlsbad, CA2026-10-21
Luts & Greenleigh Group, Inc.
3,460$276.6K0.2%CoreVery LowBethesda, MD2026-11-05
Lanark Financial, Inc.
3,098$247.7K0.0%CoreMediumBirmingham, AL2026-10-26
Farther Finance Advisors, LLC
3,047$243.6K0.0%IndexLowSan Francisco, CA2026-10-08
Apollon Wealth Management, LLC
2,982$238.4K0.0%GrowthLowMount Pleasant, SC2026-10-23
Peterson Wealth Advisors, LLC
2,913$232.9K0.0%ETFLowOrem, UT2026-10-08
Signal Advisors Wealth, LLC
2,675$213.9K0.0%ETFLowDetroit, MI2026-10-13
RMR Wealth Builders
2,605$208.3K0.0%ETFLowMontclair, NJ2026-10-22
Beacon Investment Advisory Services, Inc.
1,950$155.9K0.0%GrowthLowMorristown, NJ2026-10-13
SJS Investment Consulting Inc.
1,726$138.0K0.0%ETFVery LowSylvania, OH2026-10-26
Polaris Financial Partners
1,221$1200.1%GrowthN/AWesterville, OH2026-10-02
Coastline Trust Co
1,107$88.5K0.0%GrowthVery LowProvidence, RI2026-10-01
Creative Financial Designs Inc
1,013$81.0K0.0%ETFMediumKokomo, IN2026-11-04
Fifth Third Bancorp
1,011$80.8K0.0%IndexVery LowCincinnati, OH2026-11-05
Provenance Wealth Advisors, LLC
1,000$80.0K0.0%ETFLowFort Lauderdale, FL2026-10-30
Private Trust Co NA
585$46.8K0.0%CoreLowCleveland, OH2026-10-20
Reap Financial Group, LLC
516$41.2K0.0%ETFLowAustin, TX2026-11-02
IFP Advisors, Inc
243$19.4K0.0%GrowthLowTampa, FL2026-10-16
Covestor Ltd
239$190.0%ValueHighLondon, United Kingdom2026-10-30
Triumph Capital Management
200$16.0K0.0%ETFMediumDenver, CO2026-10-14
Planning Strategies Inc.
118$9.4K0.0%ETFN/ALancaster, PA2026-10-02
Spire Wealth Management
100$8.0K0.0%GrowthMediumMclean, VA2026-10-30
Blue Trust, Inc.
81$6.5K0.0%ETFLowBrentwood, TN2026-10-15
Assetmark, Inc
65$5.2K0.0%ETFLowConcord, CA2026-10-21
Main Street Group, LTD
50$4.0K0.0%ETFMediumGlen Allen, VA2026-10-28
Mather Group, Llc.
9$7200.0%ETFMediumChicago, IL2026-10-14