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WisdomTree U.S. LargeCap Fund (EPS) Institutional Ownership

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$54.09
+0.48 (+0.90%)
(As of 04/26/2024 ET)
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Institutional Ownership Changes (13F Filings) for WisdomTree U.S. LargeCap Fund (NYSEARCA:EPS)

Number of
Institutional Buyers
(last 12 months)
49
Total
Institutional Inflows
(last 12 months)
$229.59M
Number of
Institutional Sellers
(last 12 months)
43
Total
Institutional Outflows
(last 12 months)
$11.54M
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EPS Institutional Buying and Selling by Quarter

WisdomTree U.S. LargeCap Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/25/2024 Cambridge Investment Research Advisors Inc.35,520$1.97M0.0%N/A0.228%
4/24/2024 Win Advisors Inc.22,505$1.25M0.5%N/A0.145%
4/24/2024 Bar Harbor Wealth Management7,486$415K0.0%-2.6%0.048%
4/23/2024 KLR Investment Advisors LLC41,431$2.21M1.6%-16.1%0.266%
4/23/2024 Raymond James Financial Services Advisors Inc.22,731$1.26M0.0%+0.9%0.146%
4/22/2024 Parsons Capital Management Inc. RI10,478$580K0.0%+4.4%0.067%
4/19/2024 Advisor Resource Council9,736$539K0.2%N/A0.067%
4/16/2024 Wealth Enhancement Advisory Services LLC27,626$1.53M0.0%-32.8%0.189%
4/12/2024 CGN Advisors LLC4,390$243K0.0%-4.1%0.030%
4/11/2024 Rockland Trust Co.48,094$2.66M0.1%-4.2%0.329%
4/5/2024 NBC Securities Inc.2,419$134K0.0%-80.8%0.017%
2/23/2024Chicago Partners Investment Group LLC19,064$972K0.0%+2.7%0.131%
2/23/2024Beacon Financial Group56,489$2.83M0.3%+27.5%0.387%
2/16/2024Secured Retirement Advisors LLC6,606$331K0.3%N/A0.045%
2/14/2024Vista Investment Management79,106$3.96M1.8%+2.6%0.542%
2/13/2024Essential Planning LLC.13,934$698K0.4%-2.0%0.095%
2/13/2024Rathbones Group PLC12,735$638K0.0%-2.4%0.087%
2/12/2024GM Advisory Group LLC21,904$1.10M0.1%-10.9%0.150%
2/12/2024Relative Value Partners Group LLC155,123$7.77M0.5%-6.5%1.062%
2/12/2024Private Wealth Strategies L.L.C.1,517,276$76.04M16.9%+1.1%10.392%
2/12/2024Pine Valley Investments Ltd Liability Co16,370$820K0.1%+10.6%0.112%
2/8/2024 KLR Investment Advisors LLC49,364$2.47M1.8%-11.3%0.338%
2/7/2024Avantax Advisory Services Inc.95,267$4.77M0.0%-4.6%0.653%
2/7/2024 NBC Securities Inc.12,625$632K0.1%+34.6%0.086%
2/7/2024 Berger Financial Group Inc8,161$409K0.0%-2.7%0.056%
2/6/2024Private Advisor Group LLC1,003,980$50.31M0.4%+6.2%6.877%
2/5/2024Brighton Jones LLC5,079$255K0.0%N/A0.035%
2/1/2024NewSquare Capital LLC64,010$3.21M0.3%-19.1%0.438%
1/31/2024Institute for Wealth Management LLC.10,848$544K0.1%-6.5%0.074%
1/30/2024Marietta Wealth Management LLC86,531$4.34M0.8%+1.4%0.593%
1/25/2024 RFG Advisory LLC25,548$1.28M0.0%+1.0%0.175%
1/25/2024 International Assets Investment Management LLC56,830$2.85M0.0%N/A0.389%
1/24/2024 International Assets Investment Management LLC56,830$2.85M0.0%N/A0.389%
1/23/2024Advisory Alpha LLC88,824$4.45M0.2%-1.0%0.608%
1/23/2024Insight Advisors LLC PA81,746$4.10M0.9%+1.8%0.560%
1/19/2024Patriot Financial Group Insurance Agency LLC28,553$1.43M0.3%-3.6%0.196%
1/17/2024 Bar Harbor Wealth Management7,686$385K0.0%-23.4%0.053%
1/16/2024 Raymond James Financial Services Advisors Inc.22,538$1.13M0.0%+11.5%0.154%
1/16/2024 Raymond James & Associates13,105$657K0.0%-2.6%0.090%
1/12/2024Melone Private Wealth LLC10,071$505K0.3%-8.1%0.069%
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1/11/2024 Rockland Trust Co.50,211$2.52M0.1%-0.6%0.344%
1/10/2024 Moller Financial Services4,194$210K0.1%N/A0.029%
1/10/2024Creative Financial Designs Inc. ADV2,399$120K0.0%+80.1%0.016%
1/10/2024 Cornerstone Wealth Management LLC8,605$431K0.0%N/A0.059%
1/5/2024 CGN Advisors LLC4,577$229K0.0%-34.7%0.031%
11/30/2023Modera Wealth Management LLC35,294$1.62M0.0%-5.1%0.242%
11/16/2023Creative Planning119,103$5.45M0.0%-2.8%0.816%
11/16/2023Financial Gravity Asset Management Inc.3,042,548$139.20M2.0%+2,281.2%20.839%
11/16/2023Harbour Investments Inc.13,496$617K0.0%+983.1%0.092%
11/15/2023Lowe Brockenbrough & Co. Inc.45,783$2.10M0.2%+2.5%0.314%
11/13/2023EPG Wealth Management LLC1,353$62K0.0%-21.6%0.009%
11/13/2023LPL Financial LLC755,776$34.58M0.0%+4.2%5.177%
11/13/2023Rathbones Group PLC13,050$597K0.0%N/A0.089%
11/13/2023Kestra Advisory Services LLC228,727$10.46M0.1%+0.6%1.567%
11/13/2023Garrett Wealth Advisory Group LLC584,405$26.74M12.2%+1.6%4.003%
11/9/2023Betterment LLC27,860$1.28M0.0%+0.9%0.191%
11/9/2023Prime Capital Investment Advisors LLC66,945$3.06M0.1%-0.4%0.459%
11/9/2023UBS Group AG60,548$2.77M0.0%-0.5%0.415%
11/8/2023Essential Planning LLC.14,224$651K0.4%-10.1%0.097%
11/8/2023Redwood Financial Network Corp12,396$567K0.6%-4.0%0.085%
11/8/2023 KLR Investment Advisors LLC55,675$2.43M2.2%-2.3%0.381%
11/8/2023J.P. Morgan Private Wealth Advisors LLC51,591$2.36M0.0%+46.4%0.353%
11/8/2023Avantax Advisory Services Inc.99,869$4.57M0.1%-4.5%0.684%
11/6/2023 Parsons Capital Management Inc. RI9,988$457K0.0%+4.3%0.068%
11/4/2023 NBC Securities Inc.9,380$429K0.0%N/A0.064%
11/3/2023NewSquare Capital LLC79,120$3.62M0.4%+0.4%0.542%
11/3/2023Private Advisor Group LLC945,714$43.27M0.4%+2.3%6.477%
10/26/2023 Park Avenue Securities LLC5,264$241K0.0%N/A0.036%
10/26/2023Chicago Partners Investment Group LLC18,568$835K0.0%+24.7%0.127%
10/24/2023 Bouchey Financial Group Ltd7,815$358K0.0%N/A0.054%
10/24/2023 Cambridge Investment Research Advisors Inc.38,850$1.78M0.0%+770.7%0.266%
10/20/2023My Legacy Advisors LLC10,087$461K0.2%-2.7%0.069%
10/19/2023Patriot Financial Group Insurance Agency LLC29,616$1.36M0.3%-2.1%0.203%
10/18/2023Advisory Alpha LLC89,727$4.11M0.2%-7.6%0.615%
10/16/2023Beacon Financial Group44,294$2.12M0.3%-7.4%0.303%
10/16/2023 RFG Advisory LLC25,286$1.16M0.1%-1.4%0.173%
10/13/2023 CGN Advisors LLC7,008$321K0.0%-10.7%0.048%
10/13/2023 Global Retirement Partners LLC3,650$165K0.0%-58.3%0.025%
10/12/2023IFP Advisors Inc17,747$812K0.0%-1.7%0.122%
10/11/2023AE Wealth Management LLC99,949$4.57M0.0%+3.1%0.685%
10/10/2023Private Wealth Strategies L.L.C.1,500,452$68.65M16.6%+0.4%10.277%
8/15/2023Vista Investment Management77,085$3.60M1.8%+0.5%0.528%
8/14/2023Redwood Financial Network Corp12,912$603K0.6%-1.6%0.088%
8/11/2023Kestra Advisory Services LLC227,309$10.62M0.1%+6.5%1.557%
8/10/2023Private Advisor Group LLC924,272$43.44M0.4%+1.1%6.331%
8/10/2023Cetera Advisors LLC305,209$14.26M0.2%-2.5%2.090%
8/10/2023Cetera Advisor Networks LLC6,021$281K0.0%-12.9%0.041%
8/10/2023Cetera Investment Advisers90,068$4.21M0.0%-3.9%0.617%
8/9/2023Financial Gravity Asset Management Inc.127,774$5.97M0.0%+9.2%0.875%
8/8/2023 KLR Investment Advisors LLC57,013$2.66M2.2%+2.4%0.391%
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8/7/2023Modera Wealth Management LLC37,205$1.74M0.0%+18.1%0.246%
8/7/2023Insight Advisors LLC PA80,392$3.76M0.8%+15.9%0.531%
8/4/2023Envestnet Asset Management Inc.85,184$3.98M0.0%-1.2%0.562%
8/4/2023 Parsons Capital Management Inc. RI9,573$447K0.0%-2.2%0.063%
8/3/2023NewSquare Capital LLC78,840$3.68M0.4%+0.4%0.520%
8/3/2023 RFG Advisory LLC25,638$1.20M0.1%-2.5%0.169%
8/3/2023 Mezzasalma Advisors LLC6,308$295K0.2%-3.7%0.042%
8/2/2023Bank of Montreal Can900$42K0.0%N/A0.006%
7/31/2023LPL Financial LLC725,423$33.89M0.0%+7.6%4.788%
7/31/2023Verus Capital Partners LLC4,558$213K0.0%N/A0.030%
(Data available from 1/1/2016 forward)

EPS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of EPS shares?

During the previous two years, 107 institutional investors and hedge funds held shares of WisdomTree U.S. LargeCap Fund. The most heavily invested institutionals were Financial Gravity Asset Management Inc. ($139.20M), Private Wealth Strategies L.L.C. ($76.04M), Private Advisor Group LLC ($50.31M), LPL Financial LLC ($34.58M), Garrett Wealth Advisory Group LLC ($26.74M), Cetera Advisors LLC ($14.26M), and Ieq Capital LLC ($11.59M).Learn more on EPS's institutional investors.

Which institutional investors have been buying WisdomTree U.S. LargeCap Fund stock?

Of the 89 institutional investors that purchased WisdomTree U.S. LargeCap Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Financial Gravity Asset Management Inc. ($3.00M), Private Advisor Group LLC ($1.57M), Garrett Wealth Advisory Group LLC ($584.41K), LPL Financial LLC ($370.83K), Ieq Capital LLC ($265.15K), International Assets Investment Management LLC ($166.60K), and Cetera Advisors LLC ($142.83K).

How much institutional buying is happening at WisdomTree U.S. LargeCap Fund?

Institutional investors have bought a total of 7,495,973 shares in the last 24 months. This purchase volume represents approximately $329.28M in transactions.

Which WisdomTree U.S. LargeCap Fund major shareholders have been selling company stock?

Of the 65 institutional investors that sold WisdomTree U.S. LargeCap Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Beacon Financial Group ($369.94K), Private Wealth Strategies L.L.C. ($323.47K), Envestnet Asset Management Inc. ($221.55K), CGN Advisors LLC ($111.84K), UBS Group AG ($85.02K), AE Wealth Management LLC ($83.39K), and Private Advisor Group LLC ($75.82K).

How much institutional selling is happening at WisdomTree U.S. LargeCap Fund?

Institutional investors have sold a total of 1,857,222 shares in the last 24 months. This volume of shares sold represents approximately $79.97M in transactions.


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This page (NYSEARCA:EPS) was last updated on 4/26/2024 by MarketBeat.com Staff

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