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 | 08/13/2026 | 1.78 M | $138.36 M | -4.33% | 8.84% |
| LPL FINANCIAL LLC | 08/07/2026 | 1.64 M | $127.48 M | 8.35% | 8.15% |
| MORGAN STANLEY | 08/13/2026 | 928.87 K | $72.26 M | 4.41% | 4.62% |
| GARRETT WEALTH ADVISORY GROUP, LLC | 08/04/2026 | 752.71 K | $58.55 M | 0.36% | 3.74% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 687.13 K | $53.45 M | 4.11% | 3.42% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 664.60 K | $51.70 M | -4.18% | 3.31% |
| BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. | 07/31/2026 | 562.91 K | $43.79 M | 114.48% | 2.80% |
| WEALTHPLAN INVESTMENT MANAGEMENT, LLC | 07/28/2026 | 516.39 K | $40.17 M | 12.47% | 2.57% |
| TEAM FINANCIAL GROUP, LLC | 07/13/2026 | 457.41 K | $35.58 M | 1.47% | 2.27% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 382.22 K | $29.73 M | 35.92% | 1.90% |
| FINANCIAL GRAVITY COMPANIES, INC. | 08/05/2026 | 304.31 K | $23.67 M | 100.00% | 1.51% |
| IEQ CAPITAL, LLC | 08/11/2026 | 265.15 K | $20.63 M | 0.00% | 1.32% |
| FLAGSHIP WEALTH ADVISORS, LLC | 07/27/2026 | 233.98 K | $18.20 M | 204.42% | 1.16% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 08/12/2026 | 198.89 K | $15.47 M | 1.05% | 0.99% |
| STENGER FAMILY OFFICE, LLC | 07/13/2026 | 184.22 K | $14.33 M | -4.04% | 0.92% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 175.42 K | $13.65 M | -8.33% | 0.87% |
| JPMORGAN CHASE & CO | 08/12/2026 | 172.48 K | $13.36 M | 2.84% | 0.86% |
| COLONY GROUP, LLC | 08/12/2026 | 141.07 K | $10.97 M | -0.25% | 0.70% |
| MAIA WEALTH LLC | 07/28/2026 | 119.69 K | $9.31 M | 24.35% | 0.60% |
| EASTERN BANK | 07/01/2026 | 117.10 K | $9.11 M | 6.33% | 0.58% |
| AMERITAS ADVISORY SERVICES, LLC | 08/14/2026 | 107.38 K | $8.35 M | 535.73% | 0.53% |
| MARIETTA WEALTH MANAGEMENT, LLC | 08/03/2026 | 99.48 K | $7.74 M | -0.11% | 0.49% |
| UBS GROUP AG | 08/13/2026 | 90.27 K | $7.02 M | 3.33% | 0.45% |
| CREATIVE PLANNING | 08/13/2026 | 88.95 K | $6.92 M | -0.91% | 0.44% |
| VISTA INVESTMENT MANAGEMENT | 08/12/2026 | 85.03 K | $6.61 M | 0.42% | 0.42% |
| NEWSQUARE CAPITAL LLC | 07/28/2026 | 81.62 K | $6.35 M | 2.86% | 0.41% |
| TOPTIER WEALTH MANAGEMENT, LLC | 07/14/2026 | 80.26 K | $6.24 M | 0.11% | 0.40% |
| HARBOUR INVESTMENTS, INC. | 08/12/2026 | 78.30 K | $6.09 M | 3.47% | 0.39% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 75.69 K | $5.89 M | -2.45% | 0.38% |
| WEALTHPLAN PARTNERS, LLC | 07/28/2026 | 75.49 K | $5.87 M | 80.03% | 0.38% |
| CITIGROUP INC | 08/03/2026 | 74.21 K | $5.77 M | 3.29% | 0.37% |
| TOWLE & CO | 08/11/2026 | 61.92 K | $4.82 M | 59.55% | 0.31% |
| JONES FINANCIAL COMPANIES LLLP | 08/14/2026 | 60.13 K | $4.60 M | 19.35% | 0.30% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 52.05 K | $4.05 M | 29.15% | 0.26% |
| PRIME CAPITAL INVESTMENT ADVISORS, LLC | 08/05/2026 | 50.48 K | $3.93 M | -0.82% | 0.25% |
| INTEGRITY ADVISORY SOLUTIONS, LLC | 07/31/2026 | 48.00 K | $3.73 M | 234.58% | 0.24% |
| LOWE BROCKENBROUGH & CO INC | 08/03/2026 | 46.25 K | $3.60 M | 0.00% | 0.23% |
| BETTERMENT LLC | 08/14/2026 | 44.20 K | $3.44 M | -4.86% | 0.22% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 44.17 K | $3.44 M | 0.37% | 0.22% |
| ASSUREDPARTNERS INVESTMENT ADVISORS, LLC | 08/10/2026 | 43.06 K | $3.35 M | -0.29% | 0.21% |
| WEALTHPOINT FINANCIAL, LLC | 08/06/2026 | 38.03 K | $2.96 M | 1.65% | 0.19% |
| BEACON FINANCIAL GROUP | 07/16/2026 | 37.45 K | $2.91 M | -1.34% | 0.19% |
| SYSTELLIGENCE, LLC | 07/14/2026 | 36.23 K | $2.82 M | -74.75% | 0.18% |
| PINE VALLEY INVESTMENTS LTD LIABILITY CO | 07/24/2026 | 36.13 K | $2.81 M | 26.20% | 0.18% |
| ROCKLAND TRUST CO | 07/08/2026 | 35.56 K | $2.77 M | -0.15% | 0.18% |
| LONGVIEW WEALTH MANAGEMENT | 07/17/2026 | 35.35 K | $2.75 M | 7.72% | 0.18% |
| MODERA WEALTH MANAGEMENT, LLC | 08/03/2026 | 34.94 K | $2.72 M | 0.00% | 0.17% |
| ROYAL BANK OF CANADA | 08/14/2026 | 31.12 K | $2.42 M | 19.11% | 0.15% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 27.70 K | $2.15 M | -57.21% | 0.14% |
| CHICAGO PARTNERS INVESTMENT GROUP LLC | 07/30/2026 | 26.43 K | $2.04 M | 4.86% | 0.13% |
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WisdomTree U.S. LargeCap Fund institutional Ownership - FAQ's
During the previous two years, 223 institutional investors and hedge funds held shares of WisdomTree U.S. LargeCap Fund. The most heavily invested institutionals were:
FIDUCIARY TRUST CO: 1.78 M
LPL Financial LLC: 1.64 M
MORGAN STANLEY: 928,869
Garrett Wealth Advisory Group, LLC: 752,712
Cetera Investment Advisers: 687,129
Private Advisor Group, LLC: 664,596
63.69% of WisdomTree U.S. LargeCap Fund stock is owned by institutional investors.
Institutional investors have bought a total of 16.24 M shares in the last 24 months. This purchase volume represents approximately $1.14 B in transactions.