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

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$55.91
-0.16 (-0.29%)
(As of 05/16/2024 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)
43
Total
Institutional Inflows
(last 12 months)
$167.88M
Number of
Institutional Sellers
(last 12 months)
46
Total
Institutional Outflows
(last 12 months)
$166.61M
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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
5/15/2024 Kestra Advisory Services LLC300,965$16.67M0.1%-5.6%1.935%
5/13/2024 Financial Gravity Asset Management Inc.256,305$14.20M3.6%-91.6%1.648%
5/10/2024 Capital Management Corp VA3,680$204K0.0%N/A0.024%
5/10/2024 GM Advisory Group LLC22,104$1.23M0.1%+0.9%0.142%
5/8/2024 Avantax Advisory Services Inc.95,030$5.27M0.0%-0.2%0.611%
5/7/2024 Verus Capital Partners LLC5,349$296K0.0%+4.8%0.034%
5/7/2024 Insight Advisors LLC PA56,884$3.15M0.6%-30.4%0.366%
5/6/2024 Advisory Alpha LLC85,295$4.73M0.2%-4.0%0.549%
5/2/2024 Moloney Securities Asset Management LLC65,963$3.65M0.6%+22.9%0.424%
4/30/2024 Private Advisor Group LLC981,515$54.38M0.4%-2.2%6.312%
4/30/2024 Garrett Wealth Advisory Group LLC644,061$35.68M14.6%+12.9%4.142%
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%
2/23/2024 Chicago Partners Investment Group LLC19,064$972K0.0%+2.7%0.131%
2/23/2024 Beacon Financial Group56,489$2.83M0.3%+27.5%0.387%
2/16/2024 Secured Retirement Advisors LLC6,606$331K0.3%N/A0.045%
2/14/2024 Vista Investment Management79,106$3.96M1.8%+2.6%0.542%
2/13/2024 Essential Planning LLC.13,934$698K0.4%-2.0%0.095%
2/13/2024 Rathbones Group PLC12,735$638K0.0%-2.4%0.087%
2/12/2024 GM Advisory Group LLC21,904$1.10M0.1%-10.9%0.150%
2/12/2024 Relative Value Partners Group LLC155,123$7.77M0.5%-6.5%1.062%
2/12/2024 Private Wealth Strategies L.L.C.1,517,276$76.04M16.9%+1.1%10.392%
2/12/2024 Pine 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%
2/7/2024 Avantax 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%
2/6/2024 Private Advisor Group LLC1,003,980$50.31M0.4%+6.2%6.877%
2/5/2024 Brighton Jones LLC5,079$255K0.0%N/A0.035%
2/1/2024 NewSquare Capital LLC64,010$3.21M0.3%-19.1%0.438%
1/31/2024 Institute for Wealth Management LLC.10,848$544K0.1%-6.5%0.074%
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1/30/2024 Marietta 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%
1/23/2024 Advisory Alpha LLC88,824$4.45M0.2%-1.0%0.608%
1/23/2024 Insight Advisors LLC PA81,746$4.10M0.9%+1.8%0.560%
1/19/2024 Patriot 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%
1/12/2024 Melone Private Wealth LLC10,071$505K0.3%-8.1%0.069%
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%
1/10/2024 Creative 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%
11/30/2023 Modera Wealth Management LLC35,294$1.62M0.0%-5.1%0.242%
11/16/2023 Creative Planning119,103$5.45M0.0%-2.8%0.816%
11/16/2023 Financial 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%
11/15/2023 Lowe Brockenbrough & Co. Inc.45,783$2.10M0.2%+2.5%0.314%
11/13/2023 EPG Wealth Management LLC1,353$62K0.0%-21.6%0.009%
11/13/2023 LPL Financial LLC755,776$34.58M0.0%+4.2%5.177%
11/13/2023 Rathbones Group PLC13,050$597K0.0%N/A0.089%
11/13/2023 Kestra Advisory Services LLC228,727$10.46M0.1%+0.6%1.567%
11/13/2023 Garrett Wealth Advisory Group LLC584,405$26.74M12.2%+1.6%4.003%
11/9/2023 Betterment LLC27,860$1.28M0.0%+0.9%0.191%
11/9/2023 Prime Capital Investment Advisors LLC66,945$3.06M0.1%-0.4%0.459%
11/9/2023 UBS Group AG60,548$2.77M0.0%-0.5%0.415%
11/8/2023 Essential Planning LLC.14,224$651K0.4%-10.1%0.097%
11/8/2023 Redwood 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%
11/8/2023 Avantax 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%
11/3/2023 NewSquare Capital LLC79,120$3.62M0.4%+0.4%0.542%
11/3/2023 Private Advisor Group LLC945,714$43.27M0.4%+2.3%6.477%
10/26/2023 Park Avenue Securities LLC5,264$241K0.0%N/A0.036%
10/26/2023 Chicago 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%
10/19/2023 Patriot Financial Group Insurance Agency LLC29,616$1.36M0.3%-2.1%0.203%
10/18/2023 Advisory Alpha LLC89,727$4.11M0.2%-7.6%0.615%
10/16/2023 Beacon 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%
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10/11/2023 AE Wealth Management LLC99,949$4.57M0.0%+3.1%0.685%
10/10/2023 Private Wealth Strategies L.L.C.1,500,452$68.65M16.6%+0.4%10.277%
8/15/2023 Vista Investment Management77,085$3.60M1.8%+0.5%0.528%
8/14/2023 Redwood Financial Network Corp12,912$603K0.6%-1.6%0.088%
8/11/2023 Kestra Advisory Services LLC227,309$10.62M0.1%+6.5%1.557%
8/10/2023 Private Advisor Group LLC924,272$43.44M0.4%+1.1%6.331%
8/10/2023 Cetera Advisors LLC305,209$14.26M0.2%-2.5%2.090%
8/10/2023 Cetera Advisor Networks LLC6,021$281K0.0%-12.9%0.041%
8/10/2023 Cetera Investment Advisers90,068$4.21M0.0%-3.9%0.617%
8/9/2023 Financial Gravity Asset Management Inc.127,774$5.97M0.0%+9.2%0.875%
(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, 104 institutional investors and hedge funds held shares of WisdomTree U.S. LargeCap Fund. The most heavily invested institutionals were Private Wealth Strategies L.L.C. ($76.04M), Private Advisor Group LLC ($54.38M), Garrett Wealth Advisory Group LLC ($35.68M), LPL Financial LLC ($34.58M), Kestra Advisory Services LLC ($16.67M), Cetera Advisors LLC ($14.26M), and Financial Gravity Asset Management Inc. ($14.20M).Learn more on EPS's institutional investors.

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

Of the 85 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 ($1.53M), Garrett Wealth Advisory Group LLC ($657.96K), LPL Financial LLC ($370.83K), Ieq Capital LLC ($265.15K), International Assets Investment Management LLC ($166.60K), and Private Wealth Strategies L.L.C. ($137.48K).

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

Institutional investors have bought a total of 7,429,070 shares in the last 24 months. This purchase volume represents approximately $326.68M in transactions.

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

Of the 63 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: Financial Gravity Asset Management Inc. ($2.84M), Beacon Financial Group ($369.94K), Envestnet Asset Management Inc. ($178.98K), CGN Advisors LLC ($111.84K), Private Advisor Group LLC ($98.29K), UBS Group AG ($85.02K), and AE Wealth Management LLC ($83.39K).

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

Institutional investors have sold a total of 4,288,686 shares in the last 24 months. This volume of shares sold represents approximately $217.65M in transactions.


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This page (NYSEARCA:EPS) was last updated on 5/17/2024 by MarketBeat.com Staff

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