Vault-13

WISDOMTREE TR EPS

US LARGECAP FUND · ETP · CUSIP 97717W588

102 institutional holders +1 vs Q3 2022
8,775,9258.8m shares reported held*
$335.7mreported value*
13 new 25 added 41 reduced 11 sold out net bought ≈ $21.9m (+527.4k shares)

* 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 ≈ $38.25.

Trends to Q4 2022

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 101Q4 22: 102102Q3 22Q4 22
Numbers
QuarterHolders
Q3 2022101
Q4 2022102

Biggest buyers

MORGAN STANLEY Added +470,915+470.9k
Kestra Advisory Services, LLC Added +90,370+90.4k
ROCKLAND TRUST CO New +72,589+72.6k
Prime Capital Investment Advisors, LLC New +69,696+69.7k
Private Wealth Strategies, L.L.C. Added +46,126+46.1k
JPMORGAN CHASE & CO Added +42,077+42.1k
Cetera Investment Advisers Added +27,614+27.6k
LPL Financial LLC Added +23,847+23.8k
Essential Planning, LLC. New +23,777+23.8k
CITADEL ADVISORS LLC New +19,609+19.6k

Biggest sellers

Private Advisor Group, LLC Reduced -75,823-75.8k
AE Wealth Management LLC Reduced -75,574-75.6k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -43,585-43.6k
UBS Group AG Reduced -39,093-39.1k
IFP Advisors, Inc Reduced -30,840-30.8k
FLOW TRADERS U.S. LLC Sold out -28,539-28.5k
Insight Advisors, LLC/ PA Reduced -25,614-25.6k
WELLS FARGO & COMPANY/MN Reduced -25,241-25.2k
Global Retirement Partners, LLC Reduced -19,000-19.0k
W1M Asset Management Ltd Sold out -15,591-15.6k

Holders, Q4 2022

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Private Wealth Strategies, L.L.C. 16.43% of their portfolio New Albany, OH 1,480,4201.5m $61.6m $61.6m 16.43% Added +46.1k +46,126
2 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 1,438,1371.4m $59.8m $59.8m 0.01% Added +470.9k +470,915
3 Private Advisor Group, LLC 0.14% of their portfolio MORRISTOWN, NJ 865,872865.9k $4.8m $4.8m 0.14% Reduced -75.8k -75,823
4 Garrett Wealth Advisory Group, LLC 12.02% of their portfolio WEATHERFORD, TX 562,815562.8k $23.4m $23.4m 12.02% Added +16.5k +16,518
5 DAIDO LIFE INSURANCE CO 2.15% of their portfolio TOKYO, M0 549,372549.4k $22.8m $22.8m 2.15% Unchanged
6 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 489,604489.6k $20.4m $20.4m 0.02% Added +23.8k +23,847
7 Cetera Advisors LLC 0.23% of their portfolio DENVER, CO 310,792310.8k $12.9m $12.9m 0.23% Added +9.7k +9,660
8 Relative Value Partners Group, LLC 0.69% of their portfolio NORTHBROOK, IL 234,092234.1k $9.7m $9.7m 0.69% Reduced -1.8k -1,842
9 Kestra Advisory Services, LLC 0.08% of their portfolio AUSTIN, TX 216,681216.7k $9.0m $9.0m 0.08% Added +90.4k +90,370
10 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 199,739199.7k $8.3m $8.3m 0.00% Reduced -15.5k -15,517
11 Creative Planning 0.01% of their portfolio OVERLAND PARK, KS 129,240129.2k $5.4m $5.4m 0.01% Reduced -11.7k -11,677
12 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 115,443115.4k $4.8m $4.8m 0.00% Added +11.2k +11,207
13 AVANTAX ADVISORY SERVICES, INC. 0.06% of their portfolio DALLAS, TX 104,980105.0k $4.4m $4.4m 0.06% Reduced -2.0k -2,006
14 AE Wealth Management LLC 0.03% of their portfolio TOPEKA, KS 96,83596.8k $4.0m $4.0m 0.03% Reduced -75.6k -75,574
15 Cetera Investment Advisers 0.04% of their portfolio SCHAUMBURG, IL 96,42496.4k $4.0m $4.0m 0.04% Added +27.6k +27,614
16 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 92,21992.2k $3.8m $3.8m 0.02% Reduced -2.3k -2,321
17 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 91,89691.9k $3.8m $3.8m 0.00% Reduced -25.2k -25,241
18 Marietta Wealth Management, LLC 0.85% of their portfolio MARIETTA, GA 90,87390.9k $3.8m $3.8m 0.85% Reduced -2.2k -2,235
19 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 90,53990.5k $3.8m $3.8m 0.01% Reduced -3.2k -3,172
20 UBS Group AG 0.00% of their portfolio ZURICH, V8 80,29880.3k $3.3m $3.3m 0.00% Reduced -39.1k -39,093
21 KLR INVESTMENT ADVISORS, LLC 2.60% of their portfolio PROVIDENCE, RI 75,94175.9k $3.2m $3.2m 2.60% First filing
22 VISTA INVESTMENT MANAGEMENT 1.80% of their portfolio PITTSBURGH, PA 75,89875.9k $3.2m $3.2m 1.80% Added +2.5k +2,545
23 NewSquare Capital LLC 0.39% of their portfolio NEWTOWN SQUARE, PA 74,94574.9k $3.1m $3.1m 0.39% Added +2.6k +2,640
24 ROCKLAND TRUST CO 0.19% of their portfolio HANOVER, MA 72,58972.6k $3.0m $3.0m 0.19% New
25 Prime Capital Investment Advisors, LLC 0.11% of their portfolio OVERLAND PARK, KS 69,69669.7k $2.9m $2.9m 0.11% New
26 Insight Advisors, LLC/ PA 0.92% of their portfolio Newtown, PA 63,43463.4k $2.6m $2.6m 0.92% Reduced -25.6k -25,614
27 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 59,21459.2k $2.5m $2.5m 0.00% Added +42.1k +42,077
28 J.P. Morgan Private Wealth Advisors LLC 0.00% of their portfolio SAN FRANCISCO, CA 51,55551.6k $2.1m $2.1m 0.00% Added +13.7k +13,655
29 BEACON FINANCIAL GROUP 0.27% of their portfolio DALLAS, TX 47,90347.9k $2.0m $2.0m 0.27% Reduced -895 -895
30 Financial Gravity Asset Management, Inc. 2.82% of their portfolio Lakeway, TX 45,03245.0k $1.9m $1.9m 2.82% Reduced -17 -17
31 Moloney Securities Asset Management, LLC 0.40% of their portfolio MANCHESTER, MO 43,38043.4k $1.8m $1.8m 0.40% Reduced -7.3k -7,290
32 LOWE BROCKENBROUGH & CO INC 0.16% of their portfolio RICHMOND, VA 43,18343.2k $1.8m $1.8m 0.16% Unchanged
33 My Legacy Advisors, LLC 0.81% of their portfolio BEND, OR 42,21942.2k $1.9m $1.9m 0.81% Reduced -3.8k -3,787
34 IFP Advisors, Inc 0.09% of their portfolio TAMPA, FL 39,77439.8k $3.4m $3.4m 0.09% Reduced -30.8k -30,840
35 Modera Wealth Management, LLC 0.05% of their portfolio WESTWOOD, NJ 31,49131.5k $1.3m $1.3m 0.05% Unchanged
36 Patriot Financial Group Insurance Agency, LLC 0.29% of their portfolio Westborough, MA 30,76530.8k $1.3m $1.3m 0.29% Added +1.6k +1,591
37 Betterment LLC 0.00% of their portfolio NEW YORK, NY 29,15629.2k $1.2m $1.2m 0.00% Added +2.5k +2,456
38 RFG Advisory, LLC 0.06% of their portfolio BIRMINGHAM, AL 26,54026.5k $1.2m $1.2m 0.06% Reduced -4.0k -4,048
39 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 25,94325.9k $1.1m $1.1m 0.00% Reduced -43.6k -43,585
40 KMG FIDUCIARY PARTNERS, LLC 0.17% of their portfolio TOLEDO, OH 24,23224.2k $1.0m $1.0m 0.17% Added +184 +184
41 GM Advisory Group, LLC 0.11% of their portfolio MELVILLE, NY 23,98524.0k $997.3k $997.3k 0.11% Reduced -803 -803
42 Essential Planning, LLC. 0.70% of their portfolio PORTSMOUTH, NH 23,77723.8k $907.9k $907.9k 0.70% New
43 Herold Advisors, Inc. 0.39% of their portfolio New York, NY 22,05022.1k $916.8k $916.8k 0.39% Reduced -2.2k -2,160
44 Truadvice, LLC 0.46% of their portfolio SARASOTA, FL 20,20720.2k $872.5k $872.5k 0.46% Reduced -757 -757
45 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 19,83219.8k $824.6k $824.6k 0.00% Reduced -523 -523
46 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 19,60919.6k $815.3k $815.3k 0.00% New
47 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 18,36318.4k $763.5k $763.5k 0.00% Reduced -5.8k -5,816
48 Advisor Resource Council 0.41% of their portfolio DALLAS, TX 16,66316.7k $692.8k $692.8k 0.41% Reduced -1.2k -1,165
49 Chicago Partners Investment Group LLC 0.04% of their portfolio CHICAGO, IL 14,85614.9k $670.0k $670.0k 0.04% Added +29 +29
50 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 14,34514.3k $597.0k $597.0k 0.00% Added +258 +258
51 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 14,09914.1k $586.2k $586.2k 0.01% Reduced -50 -50
52 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 13,29913.3k $553.0k $553.0k 0.00% New
53 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 13,27213.3k $552.0k $552.0k 0.00% New
54 Redwood Financial Network Corp 0.62% of their portfolio SOLON, OH 13,12413.1k $545.7k $545.7k 0.62% Added +3 +3
55 CoreCap Advisors, LLC 0.04% of their portfolio SOUTHFIELD, MI 12,42712.4k $516.7k $516.7k 0.04% Reduced -757 -757
56 Institute for Wealth Management, LLC. 0.11% of their portfolio DENVER, CO 11,96212.0k $497.4k $497.4k 0.11% Unchanged
57 Melone Private Wealth, LLC 0.39% of their portfolio AUBURN HILLS, MI 10,99311.0k $457.1k $457.1k 0.39% Unchanged
58 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 10,64910.6k $442.8k $442.8k 0.00% Added +2.0k +1,959
59 Cetera Advisor Networks LLC 0.00% of their portfolio EL SEGUNDO, CA 10,53610.5k $438.1k $438.1k 0.00% New
60 BAR HARBOR WEALTH MANAGEMENT 0.03% of their portfolio CONCORD, NH 10,29610.3k $428.1k $428.1k 0.03% Unchanged
61 Family Capital Management, Inc. 0.34% of their portfolio GRAND RAPIDS, MI 10,00010.0k $415.8k $415.8k 0.34% First filing
62 PARSONS CAPITAL MANAGEMENT INC/RI 0.03% of their portfolio PROVIDENCE, RI 9,7489.7k $405.3k $405.3k 0.03% Reduced -197 -197
63 CGN Advisors LLC 0.06% of their portfolio MANHATTAN, KS 8,4888.5k $352.9k $352.9k 0.06% Reduced -5.8k -5,832
64 Berger Financial Group, Inc 0.05% of their portfolio PLYMOUTH, MN 8,3848.4k $348.6k $348.6k 0.05% Unchanged
65 Walkner Condon Financial Advisors LLC 0.09% of their portfolio MADISON, WI 7,6067.6k $316.3k $316.3k 0.09% New
66 PARK AVENUE SECURITIES LLC 0.01% of their portfolio NEW YORK, NY 6,8836.9k $286.0k $286.0k 0.01% Added +149 +149
67 E&G Advisors, LLC 0.11% of their portfolio HOUSTON, TX 6,8706.9k $285.7k $285.7k 0.11% Unchanged
68 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 6,7636.8k $281.0k $281.0k 0.00% Reduced -157 -157
69 Mezzasalma Advisors, LLC 0.24% of their portfolio TINTON FALLS, NJ 6,5516.6k $272.4k $272.4k 0.24% Reduced -699 -699
70 INTREPID CAPITAL MANAGEMENT INC 0.23% of their portfolio JACKSONVILLE BEACH, FL 6,4506.5k $268.0k $268.0k 0.23% Unchanged
71 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 6,3596.4k $264.0k $264.0k 0.00% Reduced -201 -201
72 Global Retirement Partners, LLC 0.02% of their portfolio San Rafael, CA 6,3506.3k $264.0k $264.0k 0.02% Reduced -19.0k -19,000
73 Capital Group Private Client Services, Inc. 0.00% of their portfolio Los Angeles, CA 6,3386.3k $263.5k $263.5k 0.00% Added +35 +35
74 IFG Advisory, LLC 0.02% of their portfolio ATLANTA, GA 5,6945.7k $236.0k $236.0k 0.02% Reduced -90 -90
75 Arkadios Wealth Advisors 0.03% of their portfolio ATLANTA, GA 5,1505.2k $214.1k $214.1k 0.03% New
76 WESTWOOD HOLDINGS GROUP INC 0.00% of their portfolio DALLAS, TX 5,1135.1k $213.0k $213.0k 0.00% New
77 IFS Advisors, LLC 0.36% of their portfolio OVERLAND PARK, KS 5,0635.1k $210.5k $210.5k 0.36% Unchanged
78 RMR Wealth Builders 0.05% of their portfolio Montclair, NJ 4,9424.9k $205.5k $205.5k 0.05% New
79 PRIVATE TRUST CO NA 0.03% of their portfolio CLEVELAND, OH 4,7174.7k $196.0k $196.0k 0.03% Unchanged
80 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 3,6593.7k $152.1k $152.1k 0.00% Reduced -200 -200
81 UMB Bank, n.a. 0.00% of their portfolio Kansas City, MO 3,5173.5k $146.0k $146.0k 0.00% Unchanged
82 CREATIVE FINANCIAL DESIGNS INC /ADV 0.02% of their portfolio KOKOMO, IN 2,5612.6k $106.5k $106.5k 0.02% Reduced -117 -117
83 SJS Investment Consulting Inc. 0.02% of their portfolio SYLVANIA, OH 1,7461.7k $72.6k $72.6k 0.02% Unchanged
84 EPG Wealth Management LLC 0.03% of their portfolio ATLANTA, GA 1,7181.7k $71.4k $71.4k 0.03% Added +5 +5
85 FMR LLC 0.00% of their portfolio BOSTON, MA 1,4451.4k $60.1k $60.1k 0.00% Unchanged
86 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 1,1981.2k $49.8k $49.8k 0.00% Reduced -157 -157
87 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 1,1791.2k $49.0k $49.0k 0.00% Unchanged
88 WIN ADVISORS, INC 0.02% of their portfolio PALM BEACH GARDENS, FL 1,1631.2k $48.4k $48.4k 0.02% Reduced -262 -262
89 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 1,1621.2k $48.3k $48.3k 0.00% Added +442 +442
90 Accel Wealth Management 0.02% of their portfolio WAVERLY, IA 1,1551.2k $48.0k $48.0k 0.02% Added +6 +6
91 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 1,0961.1k $47.2k $47.2k 0.00% Unchanged
92 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 700700 $29.1k $29.1k 0.00% Unchanged
93 Ancora Advisors LLC 0.00% of their portfolio Cleveland, OH 660660 $27.0k $27.0k 0.00% Unchanged
94 Sound Income Strategies, LLC 0.00% of their portfolio FT LAUDERDALE, FL 536536 $22.3k $22.3k 0.00% Unchanged
95 Covestor Ltd 0.02% of their portfolio LONDON, X0 504504 $21.0k $21.0k 0.02% Reduced -22 -22
96 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 323323 $13.4k $13.4k 0.00% New
97 NFSG Corp 0.01% of their portfolio BOCA RATON, FL 284284 $11.8k $11.8k 0.01% Added +12 +12
98 MRP Capital Investments, LLC 0.01% of their portfolio ALPHARETTA, GA 200200 $8.3k $8.3k 0.01% First filing
99 McElhenny Sheffield Capital Management, LLC 0.00% of their portfolio DALLAS, TX 7070 $2.9k $2.9k 0.00% New
100 MONEY CONCEPTS CAPITAL CORP 0.00% of their portfolio PALM BEACH GARDENS, FL 4646 $1.9k $1.9k 0.00% Reduced -127 -127