WISDOMTREE TR EPS
US LARGECAP FUND · ETP · CUSIP 97717W588
101
institutional holders
8.2m
shares reported held*
$319.7mreported value*
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $38.84.
Holders, Q3 2022
| Manager | Shares | Change |
|---|---|---|
| Private Wealth Strategies, L.L.C. 16.07% of their portfolio | 1.4m $55.1m | — |
| MORGAN STANLEY 0.01% of their portfolio | 967.2k $37.1m | — |
| Private Advisor Group, LLC 0.42% of their portfolio | 941.7k $36.2m | — |
| DAIDO LIFE INSURANCE CO 1.95% of their portfolio | 549.4k $21.1m | — |
| Garrett Wealth Advisory Group, LLC 11.71% of their portfolio | 546.3k $21.0m | — |
| LPL Financial LLC 0.02% of their portfolio | 465.8k $17.9m | — |
| Cetera Advisors LLC 0.26% of their portfolio | 301.1k $11.6m | — |
| Relative Value Partners Group, LLC 0.74% of their portfolio | 235.9k $9.1m | — |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 215.3k $8.3m | — |
| AE Wealth Management LLC 0.05% of their portfolio | 172.4k $6.6m | — |
| Creative Planning 0.01% of their portfolio | 140.9k $5.4m | — |
| Kestra Advisory Services, LLC 0.05% of their portfolio | 126.3k $4.8m | — |
| UBS Group AG 0.00% of their portfolio | 119.4k $4.6m | — |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 117.1k $4.5m | — |
| AVANTAX ADVISORY SERVICES, INC. 0.06% of their portfolio | 107.0k $4.1m | — |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 104.2k $4.0m | — |
| Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio | 94.5k $3.6m | — |
| OSAIC HOLDINGS, INC. 0.01% of their portfolio | 93.7k $3.6m | — |
| Marietta Wealth Management, LLC 0.89% of their portfolio | 93.1k $3.6m | — |
| Insight Advisors, LLC/ PA 1.34% of their portfolio | 89.0k $3.4m | — |
| VISTA INVESTMENT MANAGEMENT 1.73% of their portfolio | 73.4k $2.8m | — |
| NewSquare Capital LLC 0.35% of their portfolio | 72.3k $2.8m | — |
| IFP Advisors, Inc 0.16% of their portfolio | 70.6k $6.0m | — |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 69.5k $2.7m | — |
| Cetera Investment Advisers 0.04% of their portfolio | 68.8k $2.6m | — |
| Moloney Securities Asset Management, LLC 0.47% of their portfolio | 50.7k $1.9m | — |
| 55I, LLC 0.05% of their portfolio | 50.2k $1.9m | — |
| BEACON FINANCIAL GROUP 0.30% of their portfolio | 48.8k $1.9m | — |
| My Legacy Advisors, LLC 0.90% of their portfolio | 46.0k $1.8m | — |
| Financial Gravity Asset Management, Inc. 0.06% of their portfolio | 45.0k $1.7m | — |
| LOWE BROCKENBROUGH & CO INC 0.16% of their portfolio | 43.2k $1.7m | — |
| J.P. Morgan Private Wealth Advisors LLC 0.00% of their portfolio | 37.9k $1.5m | — |
| Modera Wealth Management, LLC 0.06% of their portfolio | 31.5k $1.2m | — |
| RFG Advisory, LLC 0.07% of their portfolio | 30.6k $1.3m | — |
| Patriot Financial Group Insurance Agency, LLC 0.27% of their portfolio | 29.2k $1.1m | — |
| FLOW TRADERS U.S. LLC 0.06% of their portfolio | 28.5k $1.1m | — |
| Betterment LLC 0.00% of their portfolio | 26.7k $1.1m | — |
| Global Retirement Partners, LLC 0.08% of their portfolio | 25.4k $1.1m | — |
| GM Advisory Group, LLC 0.11% of their portfolio | 24.8k $952.0k | — |
| Herold Advisors, Inc. 0.45% of their portfolio | 24.2k $929.0k | — |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 24.2k $928.0k | — |
| KMG FIDUCIARY PARTNERS, LLC 0.18% of their portfolio | 24.0k $923.0k | — |
| Truadvice, LLC 0.49% of their portfolio | 21.0k $872.0k | — |
| Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio | 20.4k $781.0k | — |
| Advisor Resource Council 0.48% of their portfolio | 17.8k $684.0k | — |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 17.1k $658.0k | — |
| W1M Asset Management Ltd 0.06% of their portfolio | 15.6k $599.0k | — |
| Chicago Partners Investment Group LLC 0.04% of their portfolio | 14.8k $611.0k | — |
| CGN Advisors LLC 0.14% of their portfolio | 14.3k $550.0k | — |
| Steward Partners Investment Advisory, LLC 0.01% of their portfolio | 14.1k $543.0k | — |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 14.1k $541.0k | — |
| CoreCap Advisors, LLC 0.04% of their portfolio | 13.2k $506.0k | — |
| Redwood Financial Network Corp 0.58% of their portfolio | 13.1k $504.0k | — |
| ACG Wealth 0.11% of their portfolio | 12.3k $472.0k | — |
| Tower Research Capital LLC (TRC) 0.01% of their portfolio | 12.1k $465.0k | — |
| Institute for Wealth Management, LLC. 0.10% of their portfolio | 12.0k $459.0k | — |
| Melone Private Wealth, LLC 0.39% of their portfolio | 11.0k $441.0k | — |
| BAR HARBOR WEALTH MANAGEMENT 0.03% of their portfolio | 10.3k $395.0k | — |
| PARSONS CAPITAL MANAGEMENT INC/RI 0.03% of their portfolio | 9.9k $382.0k | — |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 8.7k $334.0k | — |
| Berger Financial Group, Inc 0.05% of their portfolio | 8.4k $322.0k | — |
| Mezzasalma Advisors, LLC 0.22% of their portfolio | 7.2k $278.0k | — |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 6.9k $266.0k | — |
| E&G Advisors, LLC 0.10% of their portfolio | 6.9k $264.0k | — |
| PARK AVENUE SECURITIES LLC 0.01% of their portfolio | 6.7k $259.0k | — |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 6.6k $251.0k | — |
| OneAscent Financial Services LLC 0.10% of their portfolio | 6.5k $251.0k | — |
| INTREPID CAPITAL MANAGEMENT INC 0.20% of their portfolio | 6.5k $248.0k | — |
| Capital Group Private Client Services, Inc. 0.00% of their portfolio | 6.3k $242.0k | — |
| IFG Advisory, LLC 0.02% of their portfolio | 5.8k $222.0k | — |
| IFS Advisors, LLC 0.36% of their portfolio | 5.1k $194.0k | — |
| PRIVATE TRUST CO NA 0.03% of their portfolio | 4.7k $181.0k | — |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio | 3.9k $148.0k | — |
| US BANCORP \DE\ 0.00% of their portfolio | 3.8k $144.0k | — |
| UMB Bank, n.a. 0.00% of their portfolio | 3.5k $135.0k | — |
| WIPFLI FINANCIAL ADVISORS LLC, 0.01% of their portfolio | 3.2k $123.0k | — |
| MUFG Americas Holdings Corp 0.00% of their portfolio | 3.1k $121.0k | — |
| CREATIVE FINANCIAL DESIGNS INC /ADV 0.02% of their portfolio | 2.7k $103.0k | — |
| SJS Investment Consulting Inc. 0.02% of their portfolio | 1.7k $67.0k | — |
| EPG Wealth Management LLC 0.03% of their portfolio | 1.7k $66.0k | — |
| FMR LLC 0.00% of their portfolio | 1.4k $55.0k | — |
| WIN ADVISORS, INC 0.02% of their portfolio | 1.4k $55.0k | — |
| GPS Wealth Strategies Group, LLC 0.01% of their portfolio | 1.4k $53.0k | — |
| HARBOUR INVESTMENTS, INC. 0.00% of their portfolio | 1.4k $55.0k | — |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 1.2k $45.0k | — |
| Accel Wealth Management 0.03% of their portfolio | 1.1k $47.0k | — |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 1.1k $50.0k | — |
| Rockefeller Capital Management L.P. 0.00% of their portfolio | 1.0k $38.0k | — |
| Qube Research & Technologies Ltd 0.00% of their portfolio | 720 $28.0k | — |
| Geneos Wealth Management Inc. 0.00% of their portfolio | 700 $26.0k | — |
| FIFTH THIRD BANCORP 0.00% of their portfolio | 683 $26.0k | — |
| Ancora Advisors LLC 0.00% of their portfolio | 660 $25.0k | — |
| Sound Income Strategies, LLC 0.00% of their portfolio | 536 $21.0k | — |
| Covestor Ltd 0.02% of their portfolio | 526 $20.0k | — |
| Pacifica Partners Inc. 0.02% of their portfolio | 509 $21.0k | — |
| CWM, LLC 0.00% of their portfolio | 413 $16.0k | — |
| PSI Advisors, LLC 0.01% of their portfolio | 283 $11.0k | — |
| NFSG Corp 0.01% of their portfolio | 272 $10.0k | — |
| Raleigh Capital Management Inc. 0.01% of their portfolio | 262 $10.0k | — |
| MONEY CONCEPTS CAPITAL CORP 0.00% of their portfolio | 173 $7.0k | — |