Vault-13

WISDOMTREE TR EPS

US LARGECAP FUND · ETP · CUSIP 97717W588

112 institutional holders +2 vs Q3 2023
13,480,06813.5m shares reported held*
$629.5mreported value*
8 new 37 added 39 reduced 10 sold out net bought ≈ $54.7m (+1.6m 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 ≈ $46.70.

Trends to Q4 2023

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 101Q4 22: 102Q1 23: 104Q2 23: 100Q3 23: 110Q4 23: 112112Q3 22Q4 22Q1 23Q2 23Q3 23Q4 23
Numbers
QuarterHolders
Q3 2022101
Q4 2022102
Q1 2023104
Q2 2023100
Q3 2023110
Q4 2023112

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q4 22: 38 bought or addedQ4 22: 52 cut or sold outQ4 22Q1 23: 48 bought or addedQ1 23: 42 cut or sold outQ1 23Q2 23: 35 bought or addedQ2 23: 50 cut or sold outQ2 23Q3 23: 48 bought or addedQ3 23: 40 cut or sold outQ3 23Q4 23: 45 bought or addedQ4 23: 49 cut or sold outQ4 23
Numbers
QuarterBought or addedCut or sold out
Q4 20223852
Q1 20234842
Q2 20233550
Q3 20234840
Q4 20234549

Biggest buyers

MORGAN STANLEY Added +696,606+696.6k
Financial Gravity Asset Management, Inc. Added +508,420+508.4k
JPMORGAN CHASE & CO Added +204,038+204.0k
LPL Financial LLC Added +156,537+156.5k
Kestra Advisory Services, LLC Added +90,051+90.1k
Private Advisor Group, LLC Added +58,266+58.3k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +23,477+23.5k
Private Wealth Strategies, L.L.C. Added +16,824+16.8k
HARBOUR INVESTMENTS, INC. Added +14,063+14.1k
Team Financial Group, LLC Added +13,722+13.7k

Biggest sellers

AE Wealth Management LLC Reduced -92,550-92.5k
Cambridge Investment Research Advisors, Inc. Sold out -38,850-38.9k
Creative Planning Reduced -22,723-22.7k
IFP Advisors, Inc Sold out -17,747-17.7k
NewSquare Capital LLC Reduced -15,110-15.1k
Garrett Wealth Advisory Group, LLC Reduced -13,897-13.9k
CITADEL ADVISORS LLC Sold out -10,924-10.9k
Relative Value Partners Group, LLC Reduced -10,705-10.7k
Cetera Advisors LLC Reduced -10,656-10.7k
Advisor Resource Council Sold out -10,401-10.4k

Holders, Q4 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Financial Gravity Asset Management, Inc. 1.46% of their portfolio Lakeway, TX 3,550,9683.6m $131.6m $131.6m 1.46% Added +508.4k +508,420
2 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,933,7061.9m $96.9m $96.9m 0.00% Added +696.6k +696,606
3 Private Wealth Strategies, L.L.C. 16.88% of their portfolio New Albany, OH 1,517,2761.5m $76.0m $76.0m 16.88% Added +16.8k +16,824
4 Private Advisor Group, LLC 0.39% of their portfolio MORRISTOWN, NJ 1,003,9801.0m $50.3m $50.3m 0.39% Added +58.3k +58,266
5 LPL Financial LLC 0.03% of their portfolio FORT MILL, SC 912,313912.3k $45.7m $45.7m 0.03% Added +156.5k +156,537
6 Garrett Wealth Advisory Group, LLC 11.91% of their portfolio WEATHERFORD, TX 570,508570.5k $28.6m $28.6m 11.91% Reduced -13.9k -13,897
7 Team Financial Group, LLC 14.76% of their portfolio TEMECULA, CA 410,359410.4k $20.6m $20.6m 14.76% Added +13.7k +13,722
8 Kestra Advisory Services, LLC 0.13% of their portfolio AUSTIN, TX 318,778318.8k $16.0m $16.0m 0.13% Added +90.1k +90,051
9 Cetera Advisors LLC 0.20% of their portfolio DENVER, CO 284,199284.2k $14.2m $14.2m 0.20% Reduced -10.7k -10,656
10 IEQ CAPITAL, LLC 0.22% of their portfolio Foster City, CA 265,154265.2k $13.3m $13.3m 0.22% Unchanged
11 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 234,432234.4k $11.7m $11.7m 0.00% Added +204.0k +204,038
12 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 206,253206.3k $10.3m $10.3m 0.00% Added +8.2k +8,205
13 Relative Value Partners Group, LLC 0.47% of their portfolio NORTHBROOK, IL 155,123155.1k $7.8m $7.8m 0.47% Reduced -10.7k -10,705
14 Creative Planning 0.01% of their portfolio OVERLAND PARK, KS 96,38096.4k $4.8m $4.8m 0.01% Reduced -22.7k -22,723
15 AVANTAX ADVISORY SERVICES, INC. 0.05% of their portfolio DALLAS, TX 95,26795.3k $4.8m $4.8m 0.05% Reduced -4.6k -4,602
16 Advisory Alpha, LLC 0.20% of their portfolio HOLLAND, MI 88,82488.8k $4.5m $4.5m 0.20% Reduced -903 -903
17 Marietta Wealth Management, LLC 0.77% of their portfolio MARIETTA, GA 86,53186.5k $4.3m $4.3m 0.77% Added +1.2k +1,185
18 Insight Advisors, LLC/ PA 0.87% of their portfolio Newtown, PA 81,74681.7k $4.1m $4.1m 0.87% Added +1.5k +1,462
19 VISTA INVESTMENT MANAGEMENT 1.84% of their portfolio PITTSBURGH, PA 79,10679.1k $4.0m $4.0m 1.84% Added +2.0k +1,973
20 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 78,45378.5k $3.9m $3.9m 0.01% Added +469 +469
21 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 76,08176.1k $3.8m $3.8m 0.00% Added +7.0k +6,994
22 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 75,22775.2k $3.8m $3.8m 0.00% Reduced -10.1k -10,093
23 Cetera Investment Advisers 0.03% of their portfolio SCHAUMBURG, IL 74,56274.6k $3.7m $3.7m 0.03% Reduced -5.2k -5,207
24 UBS Group AG 0.00% of their portfolio ZURICH, V8 72,58172.6k $3.6m $3.6m 0.00% Added +12.0k +12,033
25 Prime Capital Investment Advisors, LLC 0.05% of their portfolio OVERLAND PARK, KS 66,87166.9k $3.4m $3.4m 0.05% Reduced -74 -74
26 NewSquare Capital LLC 0.31% of their portfolio NEWTOWN SQUARE, PA 64,01064.0k $3.2m $3.2m 0.31% Reduced -15.1k -15,110
27 Smartleaf Asset Management LLC 0.81% of their portfolio BOSTON, MA 60,38660.4k $3.0m $3.0m 0.81% First filing
28 BEACON FINANCIAL GROUP 0.35% of their portfolio DALLAS, TX 56,48956.5k $2.8m $2.8m 0.35% Added +12.2k +12,195
29 Moloney Securities Asset Management, LLC 0.43% of their portfolio MANCHESTER, MO 53,65653.7k $2.7m $2.7m 0.43% Added +12.5k +12,539
30 ROCKLAND TRUST CO 0.14% of their portfolio HANOVER, MA 50,21150.2k $2.5m $2.5m 0.14% Reduced -312 -312
31 KLR INVESTMENT ADVISORS, LLC 1.79% of their portfolio PROVIDENCE, RI 49,36449.4k $2.5m $2.5m 1.79% Reduced -6.3k -6,311
32 LOWE BROCKENBROUGH & CO INC 0.18% of their portfolio RICHMOND, VA 46,60246.6k $2.3m $2.3m 0.18% Added +819 +819
33 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 41,11541.1k $2.1m $2.1m 0.01% Reduced -8.0k -7,952
34 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 41,03141.0k $2.1m $2.1m 0.00% Added +23.5k +23,477
35 Modera Wealth Management, LLC 0.03% of their portfolio WESTWOOD, NJ 35,29435.3k $1.8m $1.8m 0.03% Unchanged
36 Patriot Financial Group Insurance Agency, LLC 0.27% of their portfolio Westborough, MA 28,55328.6k $1.4m $1.4m 0.27% Reduced -1.1k -1,063
37 HARBOUR INVESTMENTS, INC. 0.06% of their portfolio MADISON, WI 27,55927.6k $1.4m $1.4m 0.06% Added +14.1k +14,063
38 Betterment LLC 0.00% of their portfolio NEW YORK, NY 26,36026.4k $1.3m $1.3m 0.00% Reduced -1.5k -1,500
39 Cetera Advisor Networks LLC 0.01% of their portfolio EL SEGUNDO, CA 26,33626.3k $1.3m $1.3m 0.01% Added +2.0k +1,991
40 RFG Advisory, LLC 0.05% of their portfolio BIRMINGHAM, AL 25,54825.5k $1.3m $1.3m 0.05% Added +262 +262
41 KMG FIDUCIARY PARTNERS, LLC 0.15% of their portfolio TOLEDO, OH 25,07025.1k $1.3m $1.3m 0.15% Added +111 +111
42 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 23,49123.5k $1.2m $1.2m 0.00% Reduced -1.9k -1,895
43 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 22,53822.5k $1.1m $1.1m 0.00% Added +2.3k +2,318
44 GM Advisory Group, LLC 0.08% of their portfolio MELVILLE, NY 21,90421.9k $1.1m $1.1m 0.08% Reduced -2.7k -2,688
45 Herold Advisors, Inc. 0.29% of their portfolio New York, NY 21,03021.0k $1.1m $1.1m 0.29% Reduced -20 -20
46 Chicago Partners Investment Group LLC 0.04% of their portfolio CHICAGO, IL 19,06419.1k $972.3k $972.3k 0.04% Added +496 +496
47 Pine Valley Investments Ltd Liability Co 0.07% of their portfolio MARLTON, NJ 16,37016.4k $820.4k $820.4k 0.07% Added +1.6k +1,567
48 Essential Planning, LLC. 0.35% of their portfolio PORTSMOUTH, NH 13,93413.9k $698.3k $698.3k 0.35% Reduced -290 -290
49 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 13,29913.3k $666.5k $666.5k 0.01% Unchanged
50 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 13,10513.1k $656.8k $656.8k 0.00% Reduced -351 -351
51 Rathbones Group PLC 0.00% of their portfolio Liverpool, X0 12,73512.7k $638.2k $638.2k 0.00% Reduced -315 -315
52 LANARK FINANCIAL, INC. 0.06% of their portfolio BIRMINGHAM, AL 12,62512.6k $632.0k $632.0k 0.06% Added +3.2k +3,245
53 REAP Financial Group, LLC 0.18% of their portfolio AUSTIN, TX 12,50112.5k $626.5k $626.5k 0.18% First filing
54 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 12,41312.4k $622.1k $622.1k 0.00% Reduced -571 -571
55 CoreCap Advisors, LLC 0.04% of their portfolio SOUTHFIELD, MI 11,45911.5k $574.3k $574.3k 0.04% Reduced -158 -158
56 Redwood Financial Network Corp 0.55% of their portfolio SOLON, OH 11,30611.3k $566.6k $566.6k 0.55% Reduced -1.1k -1,090
57 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 11,18311.2k $560.0k $560.0k 0.00% Added +115 +115
58 Institute for Wealth Management, LLC. 0.09% of their portfolio DENVER, CO 10,84810.8k $543.6k $543.6k 0.09% Reduced -749 -749
59 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 10,69010.7k $536.0k $536.0k 0.00% Added +759 +759
60 FSA Advisors, Inc. 0.66% of their portfolio TROY, MI 10,55810.6k $529.1k $529.1k 0.66% First filing
61 Melone Private Wealth, LLC 0.32% of their portfolio AUBURN HILLS, MI 10,07110.1k $504.7k $504.7k 0.32% Reduced -883 -883
62 PARSONS CAPITAL MANAGEMENT INC/RI 0.04% of their portfolio PROVIDENCE, RI 10,03310.0k $502.8k $502.8k 0.04% Added +45 +45
63 Family Capital Management, Inc. 0.36% of their portfolio GRAND RAPIDS, MI 10,00010.0k $501.1k $501.1k 0.36% Unchanged
64 Cornerstone Wealth Management, LLC 0.04% of their portfolio ST. PETERS, MO 8,6058.6k $431.2k $431.2k 0.04% New
65 Berger Financial Group, Inc 0.04% of their portfolio PLYMOUTH, MN 8,1618.2k $409.0k $409.0k 0.04% Reduced -223 -223
66 Bouchey Financial Group, Ltd. 0.04% of their portfolio TROY, NY 7,8157.8k $391.6k $391.6k 0.04% Unchanged
67 BAR HARBOR WEALTH MANAGEMENT 0.03% of their portfolio CONCORD, NH 7,6867.7k $385.2k $385.2k 0.03% Reduced -2.3k -2,349
68 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 7,3997.4k $380.5k $380.5k 0.00% Reduced -92.5k -92,550
69 E&G Advisors, LLC 0.12% of their portfolio HOUSTON, TX 6,8906.9k $345.3k $345.3k 0.12% Added +10 +10
70 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 6,8286.8k $342.0k $342.0k 0.00% Added +15 +15
71 Walkner Condon Financial Advisors LLC 0.08% of their portfolio MADISON, WI 6,8176.8k $341.6k $341.6k 0.08% Unchanged
72 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 6,7766.8k $340.0k $340.0k 0.00% Reduced -93 -93
73 SECURED RETIREMENT ADVISORS, LLC 0.32% of their portfolio ST LOUIS PARK, MN 6,6066.6k $331.1k $331.1k 0.32% First filing
74 Capital Group Private Client Services, Inc. 0.00% of their portfolio Los Angeles, CA 6,3356.3k $317.5k $317.5k 0.00% Reduced -13 -13
75 Mezzasalma Advisors, LLC 0.17% of their portfolio TINTON FALLS, NJ 6,2666.3k $314.0k $314.0k 0.17% Unchanged
76 HUNTINGTON NATIONAL BANK 0.00% of their portfolio COLUMBUS, OH 6,1396.1k $307.7k $307.7k 0.00% New
77 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 6,0516.1k $303.2k $303.2k 0.00% Reduced -6.3k -6,285
78 IFG Advisory, LLC 0.02% of their portfolio ATLANTA, GA 5,7675.8k $289.0k $289.0k 0.02% Unchanged
79 FMR LLC 0.00% of their portfolio BOSTON, MA 5,3355.3k $267.4k $267.4k 0.00% Reduced -18 -18
80 WESTWOOD HOLDINGS GROUP INC 0.00% of their portfolio DALLAS, TX 5,1135.1k $256.0k $256.0k 0.00% Unchanged
81 VERUS CAPITAL PARTNERS, LLC 0.03% of their portfolio SCOTTSDALE, AZ 5,1025.1k $255.7k $255.7k 0.03% Added +385 +385
82 BRIGHTON JONES LLC 0.01% of their portfolio SEATTLE, WA 5,0795.1k $254.5k $254.5k 0.01% New
83 IFS Advisors, LLC 0.30% of their portfolio OVERLAND PARK, KS 5,0635.1k $253.7k $253.7k 0.30% Unchanged
84 OLD NATIONAL BANCORP /IN/ 0.01% of their portfolio EVANSVILLE, IN 4,6244.6k $231.7k $231.7k 0.01% Unchanged
85 CGN Advisors LLC 0.03% of their portfolio MANHATTAN, KS 4,5774.6k $229.4k $229.4k 0.03% Reduced -2.4k -2,431
86 KEYBANK NATIONAL ASSOCIATION/OH 0.00% of their portfolio BROOKLYN, OH 4,5724.6k $229.1k $229.1k 0.00% New
87 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 4,4084.4k $220.9k $220.9k 0.00% Reduced -560 -560
88 Syntrinsic LLC 0.07% of their portfolio DENVER, CO 4,2994.3k $215.5k $215.5k 0.07% Reduced -7.0k -6,970
89 MOLLER WEALTH PARTNERS 0.06% of their portfolio NORTHFIELD, IL 4,1944.2k $210.2k $210.2k 0.06% New
90 PARK AVENUE SECURITIES LLC 0.00% of their portfolio NEW YORK, NY 4,1054.1k $206.0k $206.0k 0.00% Reduced -1.2k -1,159
91 Global Retirement Partners, LLC 0.01% of their portfolio San Rafael, CA 3,6503.6k $182.3k $182.3k 0.01% Unchanged
92 UMB Bank, n.a. 0.00% of their portfolio Kansas City, MO 3,5173.5k $176.3k $176.3k 0.00% Unchanged
93 CREATIVE FINANCIAL DESIGNS INC /ADV 0.01% of their portfolio KOKOMO, IN 2,3992.4k $120.2k $120.2k 0.01% Added +1.1k +1,067
94 SJS Investment Consulting Inc. 0.02% of their portfolio SYLVANIA, OH 1,7461.7k $87.5k $87.5k 0.02% Unchanged
95 GPS Wealth Strategies Group, LLC 0.01% of their portfolio CENTENNIAL, CO 1,3751.4k $68.9k $68.9k 0.01% Unchanged
96 EPG Wealth Management LLC 0.02% of their portfolio ATLANTA, GA 1,3571.4k $70.5k $70.5k 0.02% Added +4 +4
97 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 1,1791.2k $59.1k $59.1k 0.00% Unchanged
98 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 1,0801.1k $54.1k $54.1k 0.00% Added +713 +713
99 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 1,0451.0k $52.4k $52.4k 0.00% Reduced -991 -991
100 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 900900 $45.4k $45.4k 0.00% Unchanged