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 | 02/13/2026 | 1.90 M | $134.38 M | -10.44% | 9.47% |
| LPL FINANCIAL LLC | 02/11/2026 | 1.43 M | $101.50 M | 6.34% | 7.27% |
| MORGAN STANLEY | 02/13/2026 | 899.78 K | $63.76 M | -1.45% | 4.49% |
| LIDO ADVISORS, LLC | 02/10/2026 | 830.50 K | $57.25 M | -0.19% | 4.21% |
| GARRETT WEALTH ADVISORY GROUP, LLC | 02/04/2026 | 823.23 K | $58.33 M | 2.04% | 4.15% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 658.71 K | $46.68 M | 6.08% | 3.29% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 611.47 K | $43.33 M | 10.59% | 3.05% |
| TEAM FINANCIAL GROUP, LLC | 01/13/2026 | 447.54 K | $31.71 M | -0.94% | 2.26% |
| CWM, LLC | 01/26/2026 | 433.72 K | $30.73 M | 209,424.15% | 2.17% |
| FINANCIAL GRAVITY ASSET MANAGEMENT, INC. | 02/13/2026 | 276.07 K | $19.56 M | 4.57% | 1.38% |
| IEQ CAPITAL, LLC | 02/13/2026 | 265.15 K | $18.79 M | 0.00% | 1.32% |
| BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. | 02/09/2026 | 252.27 K | $17.88 M | 2.24% | 1.28% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 247.48 K | $17.54 M | 8.17% | 1.24% |
| WEALTHPLAN INVESTMENT MANAGEMENT, LLC | 02/05/2026 | 233.29 K | $16.53 M | 55.55% | 1.17% |
| SYSTELLIGENCE, LLC | 01/22/2026 | 214.88 K | $15.23 M | -12.97% | 1.08% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 208.97 K | $14.81 M | -3.79% | 1.04% |
| FLAGSHIP WEALTH ADVISORS, LLC | 02/11/2026 | 196.92 K | $13.95 M | 25.65% | 1.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 02/10/2026 | 189.84 K | $13.45 M | 55.80% | 0.96% |
| WIN ADVISORS, INC | 02/04/2026 | 143.42 K | $10.16 M | 1.84% | 0.72% |
| COLONY GROUP, LLC | 02/13/2026 | 141.35 K | $10.02 M | 100.00% | 0.71% |
| JPMORGAN CHASE & CO | 02/11/2026 | 138.12 K | $9.79 M | -0.11% | 0.70% |
| EASTERN BANK | 01/14/2026 | 110.13 K | $7.80 M | 100.00% | 0.56% |
| MARIETTA WEALTH MANAGEMENT, LLC | 01/28/2026 | 98.78 K | $7.00 M | -0.77% | 0.50% |
| CREATIVE PLANNING | 02/17/2026 | 90.35 K | $6.40 M | -3.64% | 0.45% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 89.02 K | $6.31 M | 177.30% | 0.44% |
| VISTA INVESTMENT MANAGEMENT | 02/17/2026 | 86.71 K | $6.14 M | 7.08% | 0.43% |
| UBS GROUP AG | 01/29/2026 | 84.83 K | $6.01 M | -4.18% | 0.42% |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | 02/13/2026 | 81.65 K | $5.79 M | 7.36% | 0.41% |
| 02/12/2026 | 80.20 K | $5.68 M | 100.00% | 0.41% | |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 81.05 K | $5.74 M | 0.54% | 0.40% |
| NEWSQUARE CAPITAL LLC | 02/17/2026 | 76.55 K | $5.42 M | 9.05% | 0.38% |
| PER STIRLING CAPITAL MANAGEMENT, LLC. | 02/17/2026 | 71.65 K | $5.08 M | -2.56% | 0.36% |
| MAIA WEALTH LLC | 02/17/2026 | 71.41 K | $5.06 M | 42.06% | 0.36% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 63.17 K | $4.48 M | 6.16% | 0.32% |
| CITIGROUP INC | 02/13/2026 | 62.86 K | $4.45 M | -21.20% | 0.31% |
| HARBOUR INVESTMENTS, INC. | 02/09/2026 | 60.96 K | $4.32 M | 6.60% | 0.31% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 59.87 K | $4.24 M | 7.25% | 0.30% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 53.78 K | $3.81 M | 8.23% | 0.27% |
| PRIME CAPITAL INVESTMENT ADVISORS, LLC | 01/21/2026 | 52.88 K | $3.75 M | -5.27% | 0.27% |
| BETTERMENT LLC | 02/12/2026 | 48.23 K | $3.42 M | -5.86% | 0.24% |
| JONES FINANCIAL COMPANIES LLLP | 02/17/2026 | 47.03 K | $3.33 M | 67.82% | 0.23% |
| LOWE BROCKENBROUGH & CO INC | 02/11/2026 | 46.25 K | $3.28 M | 0.00% | 0.23% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 45.58 K | $3.23 M | 17.86% | 0.23% |
| ASSUREDPARTNERS INVESTMENT ADVISORS, LLC | 02/03/2026 | 43.27 K | $3.07 M | 0.00% | 0.22% |
| BEACON FINANCIAL GROUP | 04/01/2026 | 38.55 K | $2.73 M | -0.83% | 0.19% |
| ROCKLAND TRUST CO | 01/15/2026 | 36.23 K | $2.57 M | -0.41% | 0.18% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 01/29/2026 | 35.46 K | $2.51 M | -7.42% | 0.18% |
| MODERA WEALTH MANAGEMENT, LLC | 01/21/2026 | 35.09 K | $2.49 M | 0.00% | 0.18% |
| 02/19/2026 | 34.69 K | $2.46 M | 100.00% | 0.17% | |
| JANE STREET GROUP, LLC | 02/12/2026 | 31.10 K | $2.20 M | 66.01% | 0.16% |
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WisdomTree U.S. LargeCap Fund institutional Ownership - FAQ's
During the previous two years, 217 institutional investors and hedge funds held shares of WisdomTree U.S. LargeCap Fund. The most heavily invested institutionals were:
Garrett Wealth Advisory Group, LLC: 750,033
Private Advisor Group, LLC: 693,592
WealthPlan Investment Management, LLC: 459,137
Team Financial Group, LLC: 450,773
Kestra Advisory Services, LLC: 281,211
Stenger Family Office, LLC: 191,968
66.66% of WisdomTree U.S. LargeCap Fund stock is owned by institutional investors.
Institutional investors have bought a total of 16.34 M shares in the last 24 months. This purchase volume represents approximately $1.15 B in transactions.