WisdomTree U.S. LargeCap Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| FIDUCIARY TRUST CO | 05/15/2026 | 1.86 M | $126.63 M | -1.97% | 9.26% |
| LPL FINANCIAL LLC | 05/06/2026 | 1.51 M | $103.01 M | 5.58% | 7.54% |
| MORGAN STANLEY | 05/15/2026 | 889.68 K | $60.60 M | -1.12% | 4.43% |
| LIDO ADVISORS, LLC | 05/13/2026 | 798.79 K | $54.41 M | -3.82% | 3.98% |
| GARRETT WEALTH ADVISORY GROUP, LLC | 04/27/2026 | 750.03 K | $51.08 M | -8.89% | 3.74% |
| PRIVATE ADVISOR GROUP, LLC | 04/27/2026 | 693.59 K | $47.24 M | 5.29% | 3.46% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 660.02 K | $44.95 M | 7.94% | 3.29% |
| CWM, LLC | 05/14/2026 | 465.57 K | $31.71 M | 7.34% | 2.32% |
| WEALTHPLAN INVESTMENT MANAGEMENT, LLC | 04/29/2026 | 459.14 K | $31.27 M | 96.81% | 2.29% |
| TEAM FINANCIAL GROUP, LLC | 05/04/2026 | 450.77 K | $30.70 M | 0.72% | 2.25% |
| FINANCIAL GRAVITY ASSET MANAGEMENT, INC. | 05/08/2026 | 286.55 K | $19.52 M | 3.80% | 1.43% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 281.21 K | $19.15 M | 13.63% | 1.40% |
| IEQ CAPITAL, LLC | 05/15/2026 | 265.15 K | $18.06 M | 0.00% | 1.32% |
| BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. | 05/11/2026 | 262.45 K | $17.88 M | 4.03% | 1.31% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 05/07/2026 | 196.82 K | $13.41 M | 3.68% | 0.98% |
| STENGER FAMILY OFFICE, LLC | 04/29/2026 | 191.97 K | $13.07 M | 100.00% | 0.96% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 191.36 K | $13.03 M | -8.43% | 0.95% |
| JPMORGAN CHASE & CO | 05/13/2026 | 167.73 K | $11.11 M | 21.44% | 0.84% |
| SYSTELLIGENCE, LLC | 04/21/2026 | 143.48 K | $9.77 M | -33.23% | 0.71% |
| COLONY GROUP, LLC | 05/15/2026 | 141.42 K | $9.63 M | 0.05% | 0.70% |
| WIN ADVISORS, INC | 05/01/2026 | 128.57 K | $8.76 M | -10.36% | 0.64% |
| EASTERN BANK | 04/07/2026 | 110.13 K | $7.50 M | 0.00% | 0.55% |
| MARIETTA WEALTH MANAGEMENT, LLC | 04/21/2026 | 99.59 K | $6.78 M | 0.82% | 0.50% |
| MAIA WEALTH LLC | 05/08/2026 | 96.25 K | $6.56 M | 34.79% | 0.48% |
| CREATIVE PLANNING | 05/12/2026 | 89.77 K | $6.11 M | -0.65% | 0.45% |
| UBS GROUP AG | 05/05/2026 | 87.36 K | $5.95 M | 2.98% | 0.44% |
| VISTA INVESTMENT MANAGEMENT | 05/15/2026 | 84.68 K | $5.77 M | -2.34% | 0.42% |
| 05/06/2026 | 80.17 K | $5.46 M | -0.04% | 0.40% | |
| NEWSQUARE CAPITAL LLC | 05/08/2026 | 79.36 K | $5.40 M | 3.66% | 0.40% |
| WELLS FARGO & COMPANY/MN | 07/08/2026 | 77.58 K | $5.28 M | -4.28% | 0.39% |
| FLAGSHIP WEALTH ADVISORS, LLC | 06/01/2026 | 76.86 K | $4.92 M | -60.97% | 0.38% |
| HARBOUR INVESTMENTS, INC. | 05/15/2026 | 75.68 K | $5.15 M | 24.14% | 0.38% |
| CITIGROUP INC | 05/11/2026 | 71.85 K | $4.89 M | 14.29% | 0.36% |
| AMERIPRISE FINANCIAL INC | 07/17/2026 | 64.73 K | $4.41 M | 8.11% | 0.34% |
| PRIME CAPITAL INVESTMENT ADVISORS, LLC | 05/08/2026 | 50.90 K | $3.47 M | -3.74% | 0.25% |
| JONES FINANCIAL COMPANIES LLLP | 05/15/2026 | 50.38 K | $3.34 M | 7.12% | 0.25% |
| BETTERMENT LLC | 05/14/2026 | 46.46 K | $3.16 M | -3.66% | 0.23% |
| LOWE BROCKENBROUGH & CO INC | 05/07/2026 | 46.25 K | $3.15 M | 0.00% | 0.23% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 44.01 K | $3.00 M | -3.45% | 0.22% |
| ASSUREDPARTNERS INVESTMENT ADVISORS, LLC | 04/13/2026 | 43.18 K | $2.98 M | -0.19% | 0.22% |
| WEALTHPLAN PARTNERS, LLC | 04/29/2026 | 41.93 K | $2.86 M | 342.27% | 0.21% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 40.30 K | $2.75 M | -36.19% | 0.20% |
| TOWLE & CO | 05/14/2026 | 38.81 K | $2.64 M | 100.00% | 0.19% |
| BEACON FINANCIAL GROUP | 04/30/2026 | 37.96 K | $2.59 M | -1.52% | 0.19% |
| 06/26/2026 | 37.41 K | $2.55 M | 7.83% | 0.19% | |
| ROCKLAND TRUST CO | 04/16/2026 | 35.61 K | $2.43 M | -1.72% | 0.18% |
| MODERA WEALTH MANAGEMENT, LLC | 05/06/2026 | 34.94 K | $2.38 M | -0.45% | 0.17% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 34.91 K | $2.38 M | -35.10% | 0.17% |
| LONGVIEW WEALTH MANAGEMENT | 04/15/2026 | 32.82 K | $2.38 M | 85.30% | 0.16% |
| PINE VALLEY INVESTMENTS LTD LIABILITY CO | 06/08/2026 | 28.63 K | $1.95 M | 2.36% | 0.14% |
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WisdomTree U.S. LargeCap Fund institutional Ownership - FAQ's
During the previous two years, 212 institutional investors and hedge funds held shares of WisdomTree U.S. LargeCap Fund. The most heavily invested institutionals were:
Garrett Wealth Advisory Group, LLC: 752,712
Private Advisor Group, LLC: 664,596
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.: 562,910
WealthPlan Investment Management, LLC: 516,386
Team Financial Group, LLC: 457,411
Kestra Advisory Services, LLC: 382,217
70.65% of WisdomTree U.S. LargeCap Fund stock is owned by institutional investors.
Institutional investors have bought a total of 16.63 M shares in the last 24 months. This purchase volume represents approximately $1.17 B in transactions.