Vault-13

WISDOMTREE TR EPS

US LARGECAP FUND · ETP · CUSIP 97717W588

148 institutional holders +3 vs Q4 2024
12,420,63412.4m shares reported held*
$736.2mreported value*
16 new 51 added 39 reduced 12 sold out net sold ≈ $10.9m (-184.2k 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 ≈ $59.27.

Trends to Q1 2025

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: 145Q1 25: 148148Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 2022101
Q4 2022102
Q1 2023104
Q2 2023100
Q3 2023110
Q4 2023112
Q1 2024111
Q2 2024110
Q3 2024118
Q4 2024145
Q1 2025148

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q2 23: 35 bought or addedQ2 23: 50 cut or sold outQ3 23: 48 bought or addedQ3 23: 40 cut or sold outQ3 23Q4 23: 45 bought or addedQ4 23: 49 cut or sold outQ1 24: 37 bought or addedQ1 24: 59 cut or sold outQ1 24Q2 24: 46 bought or addedQ2 24: 45 cut or sold outQ3 24: 52 bought or addedQ3 24: 45 cut or sold outQ3 24Q4 24: 58 bought or addedQ4 24: 44 cut or sold outQ1 25: 67 bought or addedQ1 25: 51 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 20233550
Q3 20234840
Q4 20234549
Q1 20243759
Q2 20244645
Q3 20245245
Q4 20245844
Q1 20256751

Biggest buyers

INTEGRITY ALLIANCE, LLC. Added +155,456+155.5k
Fiduciary Trust Co Added +154,232+154.2k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Added +82,920+82.9k
FLAGSHIP WEALTH ADVISORS, LLC New +79,626+79.6k
BANK OF AMERICA CORP /DE/ Added +77,947+77.9k
RETIREMENT FINANCIAL SOLUTIONS, LLC New +52,368+52.4k
LPL Financial LLC Added +50,208+50.2k
MML INVESTORS SERVICES, LLC Added +48,420+48.4k
Private Advisor Group, LLC Added +40,594+40.6k
ENVESTNET ASSET MANAGEMENT INC Added +39,373+39.4k

Biggest sellers

Essential Planning, LLC. Reduced -730,498-730.5k
Lido Advisors, LLC Reduced -340,610-340.6k
Western Wealth Management, LLC Sold out -65,357-65.4k
Tower Research Capital LLC (TRC) Sold out -40,779-40.8k
TWO SIGMA INVESTMENTS, LP Sold out -33,800-33.8k
Atria Investments, Inc Reduced -18,030-18.0k
Defined Financial Planning LLC Sold out -17,220-17.2k
OSAIC HOLDINGS, INC. Reduced -9,272-9.3k
Insight Advisors, LLC/ PA Reduced -9,095-9.1k
Team Financial Group, LLC Reduced -6,820-6.8k

Holders, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Fiduciary Trust Co 1.87% of their portfolio Boston, MA 2,414,9352.4m $143.2m $143.2m 1.87% Added +154.2k +154,232
2 LPL Financial LLC 0.03% of their portfolio FORT MILL, SC 1,131,2611.1m $67.1m $67.1m 0.03% Added +50.2k +50,208
3 Private Advisor Group, LLC 0.39% of their portfolio MORRISTOWN, NJ 1,074,9871.1m $63.7m $63.7m 0.39% Added +40.6k +40,594
4 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 986,458986.5k $58.5m $58.5m 0.00% Added +13.1k +13,102
5 Lido Advisors, LLC 0.32% of their portfolio Los Angeles, CA 903,867903.9k $53.6m $53.6m 0.32% Reduced -340.6k -340,610
6 Garrett Wealth Advisory Group, LLC 10.32% of their portfolio WEATHERFORD, TX 778,583778.6k $46.2m $46.2m 10.32% Added +34.3k +34,349
7 INTEGRITY ALLIANCE, LLC. 1.32% of their portfolio Urbandale, IA 562,766562.8k $33.4m $33.4m 1.32% Added +155.5k +155,456
8 Team Financial Group, LLC 14.59% of their portfolio TEMECULA, CA 426,437426.4k $25.3m $25.3m 14.59% Reduced -6.8k -6,820
9 Cetera Investment Advisers 0.05% of their portfolio SCHAUMBURG, IL 423,163423.2k $25.1m $25.1m 0.05% Reduced -2.6k -2,630
10 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 274,823274.8k $16.3m $16.3m 0.00% Added +77.9k +77,947
11 IEQ CAPITAL, LLC 0.13% of their portfolio Foster City, CA 265,154265.2k $15.7m $15.7m 0.13% Unchanged
12 Financial Gravity Asset Management, Inc. 3.37% of their portfolio Lakeway, TX 260,707260.7k $15.5m $15.5m 3.37% First filing
13 Kestra Advisory Services, LLC 0.06% of their portfolio AUSTIN, TX 221,124221.1k $13.1m $13.1m 0.06% Added +16.5k +16,508
14 NorthCoast Asset Management LLC 0.04% of their portfolio STAMFORD, CT 139,444139.4k $8.3m $8.3m 0.04% Reduced -631 -631
15 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 132,007132.0k $7.8m $7.8m 0.00% Added +941 +941
16 UBS Group AG 0.00% of their portfolio ZURICH, V8 113,978114.0k $6.8m $6.8m 0.00% Added +20.0k +19,986
17 AVANTAX ADVISORY SERVICES, INC. 0.04% of their portfolio DALLAS, TX 103,624103.6k $6.1m $6.1m 0.04% Added +12.7k +12,677
18 Marietta Wealth Management, LLC 0.84% of their portfolio MARIETTA, GA 96,32296.3k $5.7m $5.7m 0.84% Added +5.1k +5,058
19 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 94,27094.3k $5.6m $5.6m 0.00% Added +82.9k +82,920
20 Creative Planning 0.01% of their portfolio OVERLAND PARK, KS 93,91393.9k $5.6m $5.6m 0.01% Reduced -1.7k -1,722
21 VISTA INVESTMENT MANAGEMENT 1.90% of their portfolio PITTSBURGH, PA 82,15982.2k $4.9m $4.9m 1.90% Added +576 +576
22 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 81,65181.7k $4.8m $4.8m 0.00% Reduced -66 -66
23 FLAGSHIP WEALTH ADVISORS, LLC 1.99% of their portfolio WAKEFIELD, MA 79,62679.6k $4.7m $4.7m 1.99% New
24 Moloney Securities Asset Management, LLC 0.55% of their portfolio MANCHESTER, MO 68,90868.9k $4.1m $4.1m 0.55% Added +1.9k +1,867
25 NewSquare Capital LLC 0.32% of their portfolio NEWTOWN SQUARE, PA 65,30665.3k $3.9m $3.9m 0.32% Added +153 +153
26 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 62,20462.2k $3.7m $3.7m 0.00% Added +39.4k +39,373
27 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 59,26859.3k $3.5m $3.5m 0.00% Added +9.3k +9,291
28 Prime Capital Investment Advisors, LLC 0.04% of their portfolio OVERLAND PARK, KS 58,76758.8k $3.5m $3.5m 0.04% Reduced -3.4k -3,413
29 RETIREMENT FINANCIAL SOLUTIONS, LLC 1.21% of their portfolio KNOXVILLE, TN 52,36852.4k $3.1m $3.1m 1.21% New
30 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 52,23552.2k $3.1m $3.1m 0.01% Added +48.4k +48,420
31 Betterment LLC 0.01% of their portfolio NEW YORK, NY 51,14351.1k $3.0m $3.0m 0.01% Added +2.2k +2,220
32 LOWE BROCKENBROUGH & CO INC 0.18% of their portfolio RICHMOND, VA 46,25246.3k $2.7m $2.7m 0.18% Unchanged
33 BEACON FINANCIAL GROUP 0.30% of their portfolio DALLAS, TX 45,99346.0k $2.7m $2.7m 0.30% Reduced -3.1k -3,140
34 Concurrent Investment Advisors, LLC 0.06% of their portfolio Tampa, FL 44,77444.8k $2.7m $2.7m 0.06% Added +38.2k +38,190
35 AssuredPartners Investment Advisors, LLC 0.51% of their portfolio Tampa, FL 44,24744.2k $2.6m $2.6m 0.51% Reduced -213 -213
36 HARBOUR INVESTMENTS, INC. 0.07% of their portfolio MADISON, WI 42,21442.2k $2.5m $2.5m 0.07% Added +8.8k +8,813
37 ROCKLAND TRUST CO 0.11% of their portfolio HANOVER, MA 38,38138.4k $2.3m $2.3m 0.11% Reduced -3.9k -3,865
38 Modera Wealth Management, LLC 0.03% of their portfolio WESTWOOD, NJ 35,19435.2k $2.1m $2.1m 0.03% Reduced -100 -100
39 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 33,18433.2k $2.0m $2.0m 0.00% New
40 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 29,45029.4k $1.7m $1.7m 0.00% Reduced -6.4k -6,447
41 Pine Valley Investments Ltd Liability Co 0.11% of their portfolio MARLTON, NJ 29,43729.4k $1.7m $1.7m 0.11% Added +11.3k +11,330
42 C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.13% of their portfolio Westlake, OH 28,63928.6k $1.7m $1.7m 0.13% New
43 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 27,00827.0k $1.6m $1.6m 0.00% Reduced -6.3k -6,256
44 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 26,33726.3k $1.6m $1.6m 0.00% Added +183 +183
45 Chicago Partners Investment Group LLC 0.05% of their portfolio CHICAGO, IL 26,18226.2k $1.5m $1.5m 0.05% Added +181 +181
46 KMG FIDUCIARY PARTNERS, LLC 0.13% of their portfolio TOLEDO, OH 25,79525.8k $1.5m $1.5m 0.13% Added +187 +187
47 Advisory Alpha, LLC 0.05% of their portfolio HOLLAND, MI 24,39524.4k $1.4m $1.4m 0.05% Reduced -517 -517
48 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 24,02824.0k $1.4m $1.4m 0.00% Reduced -170 -170
49 Beacon Financial Advisory LLC 0.43% of their portfolio CLEVELAND, OH 23,74823.7k $1.4m $1.4m 0.43% Added +13.9k +13,894
50 Maia Wealth LLC 0.28% of their portfolio DENVER, CO 21,51421.5k $1.2m $1.2m 0.28% Added +14.3k +14,294
51 GM Advisory Group, LLC 0.07% of their portfolio MELVILLE, NY 20,87720.9k $1.2m $1.2m 0.07% Added +6 +6
52 Integrated Wealth Concepts LLC 0.01% of their portfolio WALTHAM, MA 20,81920.8k $1.2m $1.2m 0.01% Added +13.0k +13,022
53 Patriot Financial Group Insurance Agency, LLC 0.15% of their portfolio Westborough, MA 18,89818.9k $1.1m $1.1m 0.15% Reduced -4.0k -4,004
54 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 18,64418.6k $1.1m $1.1m 0.00% Added +13.6k +13,564
55 Equitable Holdings, Inc. 0.01% of their portfolio NEW YORK, NY 17,82517.8k $1.1m $1.1m 0.01% New
56 Herold Advisors, Inc. 0.23% of their portfolio New York, NY 17,36017.4k $1.0m $1.0m 0.23% Unchanged
57 FMR LLC 0.00% of their portfolio BOSTON, MA 17,23917.2k $1.0m $1.0m 0.00% Added +2.9k +2,943
58 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 14,11814.1k $831.1k $831.1k 0.00% Added +5.6k +5,559
59 Perennial Investment Advisors, LLC 0.09% of their portfolio Los Angeles, CA 14,06614.1k $833.9k $833.9k 0.09% Added +1.6k +1,568
60 Arkadios Wealth Advisors 0.03% of their portfolio ATLANTA, GA 13,40813.4k $794.8k $794.8k 0.03% New
61 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 12,92912.9k $766.4k $766.4k 0.00% Reduced -649 -649
62 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 12,79512.8k $758.5k $758.5k 0.01% Reduced -136 -136
63 Nova Wealth Management, Inc. 0.32% of their portfolio BONITA SPRINGS, FL 12,27912.3k $741.8k $741.8k 0.32% Added +4.9k +4,923
64 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 12,19212.2k $722.8k $722.8k 0.00% Reduced -29 -29
65 ORG Partners LLC 0.16% of their portfolio ROANOKE, IN 11,06211.1k $657.0k $657.0k 0.16% Added +7.4k +7,406
66 Seek First Inc. 0.57% of their portfolio Campbell, CA 10,91610.9k $647.1k $647.1k 0.57% First filing
67 Essential Planning, LLC. 0.26% of their portfolio PORTSMOUTH, NH 10,91310.9k $646.9k $646.9k 0.26% Reduced -730.5k -730,498
68 Rathbones Group PLC 0.00% of their portfolio Liverpool, X0 10,79010.8k $639.6k $639.6k 0.00% Unchanged
69 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 10,56810.6k $626.5k $626.5k 0.00% Added +1.2k +1,208
70 Quartz Partners, LLC 0.38% of their portfolio SARATOGA SPRINGS, NY 10,45810.5k $620.0k $620.0k 0.38% Reduced -2.7k -2,654
71 Family Capital Management, Inc. 0.37% of their portfolio GRAND RAPIDS, MI 10,00010.0k $592.8k $592.8k 0.37% Unchanged
72 PARSONS CAPITAL MANAGEMENT INC/RI 0.03% of their portfolio PROVIDENCE, RI 9,9329.9k $588.8k $588.8k 0.03% Reduced -188 -188
73 Institute for Wealth Management, LLC. 0.08% of their portfolio DENVER, CO 9,9109.9k $587.5k $587.5k 0.08% Unchanged
74 Mariner, LLC 0.00% of their portfolio Overland Park, KS 9,3189.3k $552.4k $552.4k 0.00% New
75 Melone Private Wealth, LLC 0.28% of their portfolio AUBURN HILLS, MI 9,0009.0k $533.5k $533.5k 0.28% Reduced -169 -169
76 Jackson Creek Investment Advisors LLC 0.17% of their portfolio CASTLE ROCK, CO 8,9308.9k $529.0k $529.0k 0.17% Added +105 +105
77 Parkside Financial Bank & Trust 0.07% of their portfolio SAINT LOUIS, MO 8,8168.8k $522.6k $522.6k 0.07% Unchanged
78 Cornerstone Wealth Management, LLC 0.03% of their portfolio ST. PETERS, MO 8,4948.5k $503.5k $503.5k 0.03% Added +11 +11
79 Berger Financial Group, Inc 0.03% of their portfolio PLYMOUTH, MN 8,1618.2k $483.8k $483.8k 0.03% Unchanged
80 Bouchey Financial Group, Ltd. 0.04% of their portfolio TROY, NY 7,8157.8k $463.3k $463.3k 0.04% Unchanged
81 Huntleigh Advisors, Inc. 0.08% of their portfolio ST. LOUIS, MO 7,7977.8k $462.2k $462.2k 0.08% Unchanged
82 VERUS CAPITAL PARTNERS, LLC 0.05% of their portfolio SCOTTSDALE, AZ 7,7657.8k $460.3k $460.3k 0.05% Added +1.1k +1,095
83 LANARK FINANCIAL, INC. 0.04% of their portfolio BIRMINGHAM, AL 7,4127.4k $439.0k $439.0k 0.04% Added +7.4k +7,409
84 Redwood Financial Network Corp 0.32% of their portfolio SOLON, OH 7,1917.2k $426.3k $426.3k 0.32% Unchanged
85 E&G Advisors, LLC 0.12% of their portfolio HOUSTON, TX 7,1657.2k $424.7k $424.7k 0.12% Added +110 +110
86 Insight Advisors, LLC/ PA 0.07% of their portfolio Newtown, PA 7,1577.2k $424.3k $424.3k 0.07% Reduced -9.1k -9,095
87 Atria Investments, Inc 0.01% of their portfolio Charlotte, NC 7,1377.1k $423.1k $423.1k 0.01% Reduced -18.0k -18,030
88 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 7,0167.0k $415.9k $415.9k 0.00% Reduced -9.3k -9,272
89 Kilter Group LLC 0.27% of their portfolio RHINEBECK, NY 6,9847.0k $414.0k $414.0k 0.27% Unchanged
90 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 6,7436.7k $400.0k $400.0k 0.00% Reduced -1.3k -1,255
91 Capital Group Private Client Services, Inc. 0.00% of their portfolio Los Angeles, CA 6,3876.4k $378.6k $378.6k 0.00% Added +13 +13
92 MGO ONE SEVEN LLC 0.01% of their portfolio Beachwood, OH 5,9325.9k $351.6k $351.6k 0.01% Unchanged
93 M&T Bank Corp 0.00% of their portfolio BUFFALO, NY 5,9255.9k $351.2k $351.2k 0.00% Unchanged
94 IFG Advisory, LLC 0.02% of their portfolio ATLANTA, GA 5,8115.8k $344.5k $344.5k 0.02% Unchanged
95 BAR HARBOR WEALTH MANAGEMENT 0.02% of their portfolio CONCORD, NH 5,7215.7k $339.1k $339.1k 0.02% Reduced -709 -709
96 OPTIMA CAPITAL LLC 0.20% of their portfolio PORTLAND, OR 5,1655.2k $306.2k $306.2k 0.20% Reduced -73 -73
97 WESTWOOD HOLDINGS GROUP INC 0.00% of their portfolio DALLAS, TX 5,1135.1k $303.1k $303.1k 0.00% Unchanged
98 IFS Advisors, LLC 0.24% of their portfolio OVERLAND PARK, KS 5,0635.1k $300.1k $300.1k 0.24% Unchanged
99 SECURED RETIREMENT ADVISORS, LLC 0.19% of their portfolio ST LOUIS PARK, MN 4,9895.0k $295.7k $295.7k 0.19% Reduced -280 -280
100 CoreCap Advisors, LLC 0.01% of their portfolio SOUTHFIELD, MI 4,7444.7k $281.2k $281.2k 0.01% Reduced -341 -341