Vault-13

WISDOMTREE TR EPS

US LARGECAP FUND · ETP · CUSIP 97717W588

145 institutional holders +27 vs Q3 2024
12,778,25812.8m shares reported held*
$782.3mreported value*
23 new 35 added 39 reduced 5 sold out net bought ≈ $133.8m (+2.2m 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 ≈ $61.22.

Trends to Q4 2024

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 101Q4 22: 102Q1 23: 104Q2 23: 100Q3 23: 110Q4 23: 112Q1 24: 111Q2 24: 110Q3 24: 118Q4 24: 145145Q3 22Q1 23Q3 23Q1 24Q3 24Q4 24
Numbers
QuarterHolders
Q3 2022101
Q4 2022102
Q1 2023104
Q2 2023100
Q3 2023110
Q4 2023112
Q1 2024111
Q2 2024110
Q3 2024118
Q4 2024145

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q1 23: 48 bought or addedQ1 23: 42 cut or sold outQ2 23: 35 bought or addedQ2 23: 50 cut or sold outQ2 23Q3 23: 48 bought or addedQ3 23: 40 cut or sold outQ4 23: 45 bought or addedQ4 23: 49 cut or sold outQ4 23Q1 24: 37 bought or addedQ1 24: 59 cut or sold outQ2 24: 46 bought or addedQ2 24: 45 cut or sold outQ2 24Q3 24: 52 bought or addedQ3 24: 45 cut or sold outQ4 24: 58 bought or addedQ4 24: 44 cut or sold outQ4 24
Numbers
QuarterBought or addedCut or sold out
Q1 20234842
Q2 20233550
Q3 20234840
Q4 20234549
Q1 20243759
Q2 20244645
Q3 20245245
Q4 20245844

Biggest buyers

Lido Advisors, LLC New +1,244,477+1.2m
Essential Planning, LLC. Added +729,459+729.5k
Fiduciary Trust Co Added +126,315+126.3k
Garrett Wealth Advisory Group, LLC Added +58,320+58.3k
CITADEL ADVISORS LLC New +49,977+50.0k
Tower Research Capital LLC (TRC) New +40,779+40.8k
TWO SIGMA INVESTMENTS, LP New +33,800+33.8k
GOLDMAN SACHS GROUP INC New +33,264+33.3k
Private Advisor Group, LLC Added +18,050+18.1k
Atria Investments, Inc Added +16,418+16.4k

Biggest sellers

JPMORGAN CHASE & CO Reduced -122,562-122.6k
BALDWIN WEALTH PARTNERS LLC/MA Reduced -31,666-31.7k
WIN ADVISORS, INC Sold out -29,144-29.1k
ENVESTNET ASSET MANAGEMENT INC Reduced -26,250-26.2k
MORGAN STANLEY Reduced -18,208-18.2k
NewSquare Capital LLC Reduced -18,061-18.1k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -10,587-10.6k
MERCER GLOBAL ADVISORS INC /ADV Sold out -10,587-10.6k
Advisor Resource Council Sold out -9,445-9.4k
Insight Advisors, LLC/ PA Reduced -9,236-9.2k

Holders, Q4 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Fiduciary Trust Co 1.83% of their portfolio Boston, MA 2,260,7032.3m $138.3m $138.3m 1.83% Added +126.3k +126,315
2 Lido Advisors, LLC 0.48% of their portfolio Los Angeles, CA 1,244,4771.2m $76.1m $76.1m 0.48% New
3 LPL Financial LLC 0.03% of their portfolio FORT MILL, SC 1,081,0531.1m $66.1m $66.1m 0.03% Added +8.0k +8,044
4 Private Advisor Group, LLC 0.36% of their portfolio MORRISTOWN, NJ 1,034,3931.0m $63.3m $63.3m 0.36% Added +18.1k +18,050
5 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 973,356973.4k $59.5m $59.5m 0.00% Reduced -18.2k -18,208
6 Garrett Wealth Advisory Group, LLC 10.36% of their portfolio WEATHERFORD, TX 744,234744.2k $45.5m $45.5m 10.36% Added +58.3k +58,320
7 Essential Planning, LLC. 0.30% of their portfolio PORTSMOUTH, NH 741,411741.4k $45.8m $45.8m 0.30% Added +729.5k +729,459
8 Team Financial Group, LLC 15.20% of their portfolio TEMECULA, CA 433,257433.3k $26.5m $26.5m 15.20% Added +4.8k +4,758
9 Cetera Investment Advisers 0.05% of their portfolio SCHAUMBURG, IL 425,793425.8k $26.1m $26.1m 0.05% Reduced -2.5k -2,500
10 INTEGRITY ALLIANCE, LLC. 2.70% of their portfolio Urbandale, IA 407,310407.3k $24.9m $24.9m 2.70% First filing
11 IEQ CAPITAL, LLC 0.16% of their portfolio Foster City, CA 265,154265.2k $16.2m $16.2m 0.16% Unchanged
12 Financial Gravity Companies, Inc. 3.37% of their portfolio Lakeway, TX 241,029241.0k $14.7m $14.7m 3.37% Added +8.8k +8,759
13 Kestra Advisory Services, LLC 0.07% of their portfolio AUSTIN, TX 204,616204.6k $12.5m $12.5m 0.07% Added +9.9k +9,890
14 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 196,876196.9k $12.0m $12.0m 0.00% Reduced -4.7k -4,676
15 Stenger Family Office, LLC 3.87% of their portfolio Naperville, IL 186,307186.3k $11.4m $11.4m 3.87% First filing
16 NorthCoast Asset Management LLC 0.04% of their portfolio STAMFORD, CT 140,075140.1k $8.6m $8.6m 0.04% Reduced -150 -150
17 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 131,066131.1k $8.0m $8.0m 0.00% Reduced -122.6k -122,562
18 Creative Planning 0.01% of their portfolio OVERLAND PARK, KS 95,63595.6k $5.9m $5.9m 0.01% Added +5.3k +5,306
19 UBS Group AG 0.00% of their portfolio ZURICH, V8 93,99294.0k $5.8m $5.8m 0.00% Added +8.3k +8,333
20 Marietta Wealth Management, LLC 0.80% of their portfolio MARIETTA, GA 91,26491.3k $5.6m $5.6m 0.80% Added +833 +833
21 AVANTAX ADVISORY SERVICES, INC. 0.03% of their portfolio DALLAS, TX 90,94790.9k $5.6m $5.6m 0.03% Added +899 +899
22 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 81,71781.7k $5.0m $5.0m 0.00% Added +2.2k +2,229
23 VISTA INVESTMENT MANAGEMENT 1.89% of their portfolio PITTSBURGH, PA 81,58381.6k $5.0m $5.0m 1.89% Added +112 +112
24 Moloney Securities Asset Management, LLC 0.55% of their portfolio MANCHESTER, MO 67,04167.0k $4.1m $4.1m 0.55% Added +3.3k +3,257
25 Western Wealth Management, LLC 0.21% of their portfolio GOLDEN, CO 65,35765.4k $4.0m $4.0m 0.21% Reduced -4.7k -4,748
26 NewSquare Capital LLC 0.32% of their portfolio NEWTOWN SQUARE, PA 65,15365.2k $4.0m $4.0m 0.32% Reduced -18.1k -18,061
27 Prime Capital Investment Advisors, LLC 0.06% of their portfolio OVERLAND PARK, KS 62,18062.2k $3.8m $3.8m 0.06% Reduced -1.8k -1,836
28 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 49,97750.0k $3.1m $3.1m 0.00% New
29 BEACON FINANCIAL GROUP 0.32% of their portfolio DALLAS, TX 49,13349.1k $3.0m $3.0m 0.32% Reduced -2.5k -2,470
30 Betterment LLC 0.01% of their portfolio NEW YORK, NY 48,92348.9k $3.0m $3.0m 0.01% Reduced -4.7k -4,724
31 LOWE BROCKENBROUGH & CO INC 0.18% of their portfolio RICHMOND, VA 46,25246.3k $2.8m $2.8m 0.18% Unchanged
32 AssuredPartners Investment Advisors, LLC 0.53% of their portfolio Tampa, FL 44,46044.5k $2.7m $2.7m 0.53% First filing
33 ROCKLAND TRUST CO 0.13% of their portfolio HANOVER, MA 42,24642.2k $2.6m $2.6m 0.13% Reduced -527 -527
34 Tower Research Capital LLC (TRC) 0.05% of their portfolio NEW YORK, NY 40,77940.8k $2.5m $2.5m 0.05% New
35 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 35,89735.9k $2.2m $2.2m 0.00% First filing
36 Modera Wealth Management, LLC 0.03% of their portfolio WESTWOOD, NJ 35,29435.3k $2.2m $2.2m 0.03% Unchanged
37 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 33,80033.8k $2.1m $2.1m 0.00% New
38 HARBOUR INVESTMENTS, INC. 0.06% of their portfolio MADISON, WI 33,40133.4k $2.0m $2.0m 0.06% Added +4.8k +4,773
39 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 33,26433.3k $2.0m $2.0m 0.00% New
40 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 26,15426.2k $1.6m $1.6m 0.00% Reduced -32 -32
41 Chicago Partners Investment Group LLC 0.05% of their portfolio CHICAGO, IL 26,00126.0k $1.6m $1.6m 0.05% Added +64 +64
42 KMG FIDUCIARY PARTNERS, LLC 0.13% of their portfolio TOLEDO, OH 25,60825.6k $1.6m $1.6m 0.13% Added +263 +263
43 Atria Investments, Inc 0.02% of their portfolio Charlotte, NC 25,16725.2k $1.5m $1.5m 0.02% Added +16.4k +16,418
44 Advisory Alpha, LLC 0.05% of their portfolio HOLLAND, MI 24,91224.9k $1.5m $1.5m 0.05% Reduced -2.3k -2,346
45 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 24,19824.2k $1.5m $1.5m 0.00% Reduced -617 -617
46 Patriot Financial Group Insurance Agency, LLC 0.19% of their portfolio Westborough, MA 22,90222.9k $1.4m $1.4m 0.19% Reduced -1.2k -1,186
47 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 22,83122.8k $1.4m $1.4m 0.00% Reduced -26.2k -26,250
48 GM Advisory Group, LLC 0.07% of their portfolio MELVILLE, NY 20,87120.9k $1.3m $1.3m 0.07% Added +89 +89
49 Pine Valley Investments Ltd Liability Co 0.07% of their portfolio MARLTON, NJ 18,10718.1k $1.1m $1.1m 0.07% Reduced -283 -283
50 Global Retirement Partners, LLC 0.03% of their portfolio San Rafael, CA 17,67017.7k $1.1m $1.1m 0.03% Reduced -1.7k -1,676
51 Herold Advisors, Inc. 0.23% of their portfolio New York, NY 17,36017.4k $1.1m $1.1m 0.23% Reduced -400 -400
52 Defined Financial Planning LLC 1.12% of their portfolio SAN RAFAEL, CA 17,22017.2k $1.1m $1.1m 1.12% First filing
53 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 16,28816.3k $996.5k $996.5k 0.00% Added +1.3k +1,264
54 Insight Advisors, LLC/ PA 0.17% of their portfolio Newtown, PA 16,25216.3k $997.4k $997.4k 0.17% Reduced -9.2k -9,236
55 FMR LLC 0.00% of their portfolio BOSTON, MA 14,29614.3k $874.6k $874.6k 0.00% Added +4.3k +4,345
56 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 13,57813.6k $830.7k $830.7k 0.00% Added +43 +43
57 Quartz Partners, LLC 0.49% of their portfolio SARATOGA SPRINGS, NY 13,11213.1k $802.2k $802.2k 0.49% Reduced -82 -82
58 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 12,93112.9k $791.1k $791.1k 0.01% Unchanged
59 Perennial Investment Advisors, LLC 0.09% of their portfolio Los Angeles, CA 12,49812.5k $764.7k $764.7k 0.09% New
60 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 12,22112.2k $747.7k $747.7k 0.00% Reduced -79 -79
61 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 11,35011.3k $694.4k $694.4k 0.00% Added +4.1k +4,143
62 Rathbones Group PLC 0.00% of their portfolio Liverpool, X0 10,79010.8k $660.1k $660.1k 0.00% Unchanged
63 PARSONS CAPITAL MANAGEMENT INC/RI 0.03% of their portfolio PROVIDENCE, RI 10,12010.1k $619.1k $619.1k 0.03% Reduced -295 -295
64 Family Capital Management, Inc. 0.37% of their portfolio GRAND RAPIDS, MI 10,00010.0k $611.8k $611.8k 0.37% Unchanged
65 Institute for Wealth Management, LLC. 0.08% of their portfolio DENVER, CO 9,9109.9k $606.3k $606.3k 0.08% Unchanged
66 Beacon Financial Advisory LLC 0.20% of their portfolio CLEVELAND, OH 9,8549.9k $602.9k $602.9k 0.20% Added +2.9k +2,929
67 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 9,3609.4k $572.6k $572.6k 0.00% Reduced -576 -576
68 Melone Private Wealth, LLC 0.29% of their portfolio AUBURN HILLS, MI 9,1699.2k $561.0k $561.0k 0.29% Reduced -42 -42
69 Jackson Creek Investment Advisors LLC 0.16% of their portfolio CASTLE ROCK, CO 8,8258.8k $540.0k $540.0k 0.16% Added +1.6k +1,552
70 Parkside Financial Bank & Trust 0.07% of their portfolio SAINT LOUIS, MO 8,8168.8k $539.4k $539.4k 0.07% New
71 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 8,5598.6k $523.6k $523.6k 0.00% Added +1.2k +1,246
72 Cornerstone Wealth Management, LLC 0.04% of their portfolio ST. PETERS, MO 8,4838.5k $519.0k $519.0k 0.04% Reduced -161 -161
73 Berger Financial Group, Inc 0.03% of their portfolio PLYMOUTH, MN 8,1618.2k $499.3k $499.3k 0.03% Unchanged
74 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 7,9988.0k $489.0k $489.0k 0.00% Added +1.2k +1,246
75 Bouchey Financial Group, Ltd. 0.04% of their portfolio TROY, NY 7,8157.8k $478.1k $478.1k 0.04% Unchanged
76 Huntleigh Advisors, Inc. 0.10% of their portfolio ST. LOUIS, MO 7,7977.8k $477.0k $477.0k 0.10% First filing
77 Integrated Wealth Concepts LLC 0.01% of their portfolio WALTHAM, MA 7,7977.8k $477.0k $477.0k 0.01% Added +2.4k +2,399
78 Nova Wealth Management, Inc. 0.39% of their portfolio BONITA SPRINGS, FL 7,3567.4k $450.0k $450.0k 0.39% First filing
79 Maia Wealth LLC 0.10% of their portfolio DENVER, CO 7,2207.2k $457.1k $457.1k 0.10% New
80 Redwood Financial Network Corp 0.33% of their portfolio SOLON, OH 7,1917.2k $439.9k $439.9k 0.33% Unchanged
81 E&G Advisors, LLC 0.12% of their portfolio HOUSTON, TX 7,0557.1k $431.6k $431.6k 0.12% Added +25 +25
82 Kilter Group LLC 0.28% of their portfolio RHINEBECK, NY 6,9847.0k $427.3k $427.3k 0.28% First filing
83 VERUS CAPITAL PARTNERS, LLC 0.04% of their portfolio SCOTTSDALE, AZ 6,6706.7k $408.0k $408.0k 0.04% Unchanged
84 Concurrent Investment Advisors, LLC 0.01% of their portfolio Tampa, FL 6,5846.6k $402.8k $402.8k 0.01% New
85 CGN Advisors LLC 0.04% of their portfolio MANHATTAN, KS 6,5206.5k $398.9k $398.9k 0.04% Unchanged
86 BAR HARBOR WEALTH MANAGEMENT 0.03% of their portfolio CONCORD, NH 6,4306.4k $393.4k $393.4k 0.03% Reduced -556 -556
87 Capital Group Private Client Services, Inc. 0.00% of their portfolio Los Angeles, CA 6,3746.4k $389.9k $389.9k 0.00% Added +3 +3
88 PARK AVENUE SECURITIES LLC 0.00% of their portfolio NEW YORK, NY 6,0366.0k $369.0k $369.0k 0.00% Added +1.9k +1,926
89 MGO ONE SEVEN LLC 0.01% of their portfolio Beachwood, OH 5,9325.9k $362.9k $362.9k 0.01% Reduced -160 -160
90 M&T Bank Corp 0.00% of their portfolio BUFFALO, NY 5,9255.9k $362.5k $362.5k 0.00% Unchanged
91 IFG Advisory, LLC 0.02% of their portfolio ATLANTA, GA 5,8115.8k $355.5k $355.5k 0.02% New
92 Advisors Preferred, LLC 0.06% of their portfolio ROCKVILLE, MD 5,7045.7k $348.6k $348.6k 0.06% New
93 SECURED RETIREMENT ADVISORS, LLC 0.18% of their portfolio ST LOUIS PARK, MN 5,2695.3k $322.4k $322.4k 0.18% Reduced -623 -623
94 Portfolio Design Labs, LLC 0.07% of their portfolio ENCINO, CA 5,2475.2k $321.0k $321.0k 0.07% New
95 OPTIMA CAPITAL LLC 0.22% of their portfolio PORTLAND, OR 5,2385.2k $320.5k $320.5k 0.22% First filing
96 WESTWOOD HOLDINGS GROUP INC 0.00% of their portfolio DALLAS, TX 5,1135.1k $312.8k $312.8k 0.00% Unchanged
97 CoreCap Advisors, LLC 0.01% of their portfolio SOUTHFIELD, MI 5,0855.1k $311.1k $311.1k 0.01% Reduced -1.5k -1,534
98 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 5,0805.1k $310.8k $310.8k 0.00% New
99 IFS Advisors, LLC 0.24% of their portfolio OVERLAND PARK, KS 5,0635.1k $309.8k $309.8k 0.24% Unchanged
100 ALTERNA WEALTH MANAGEMENT, INC 0.26% of their portfolio HOUSTON, TX 5,0585.1k $309.4k $309.4k 0.26% New