EPS Institutional Ownership
WisdomTree U.S. LargeCap Fund
1W: -0.3%
1M: +0.0%
3M: +3.0%
YTD: +13.6%
1Y: +16.7%
3Y: +82.1%
5Y: +82.2%
$80.61
+0.55 (+0.69%)
Weekly Expected Move ±1.4%
$78
$79
$81
$82
$83
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — EPS
185
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
993M
Total Invested
17
New Positions
64
Increased
58
Reduced
11
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (197 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Fiduciary Trust Co | 1,778,576 | $143M | -80,558 | -4.3% | 10Q | SEC ↗ |
| 2 | LPL Financial LLC | 1,638,719 | $132M | +126,341 | +8.4% | 54Q | SEC ↗ |
| 3 | MORGAN STANLEY | 928,869 | $75M | +39,193 | +4.4% | 60Q | SEC ↗ |
| 4 | Garrett Wealth Advisory Group, LLC | 752,712 | $61M | +2,679 | +0.4% | 16Q | SEC ↗ |
| 5 | Cetera Investment Advisers | 687,129 | $55M | +27,107 | +4.1% | 23Q | SEC ↗ |
| 6 | Private Advisor Group, LLC | 664,596 | $54M | -28,996 | -4.2% | 27Q | SEC ↗ |
| 7 | INTEGRITY ALLIANCE, LLC. | 562,910 | $45M | +300,462 | +114.5% | 7Q | SEC ↗ |
| 8 | WealthPlan Investment Management, LLC | 516,386 | $42M | +57,249 | +12.5% | 5Q | SEC ↗ |
| 9 | CWM, LLC | 465,565 | $38M | +31,850 | +7.3% | 3Q | SEC ↗ |
| 10 | Team Financial Group, LLC | 457,411 | $37M | +6,638 | +1.5% | 12Q | SEC ↗ |
| 11 | Kestra Advisory Services, LLC | 382,217 | $31M | +101,006 | +35.9% | 24Q | SEC ↗ |
| 12 | Financial Gravity Companies, Inc. NEW | 304,306 | $25M | — | +0.0% | 1Q | SEC ↗ |
| 13 | Financial Gravity Asset Management, In | 286,548 | $23M | +10,480 | +3.8% | 3Q | SEC ↗ |
| 14 | IEQ CAPITAL, LLC | 265,154 | $21M | — | +0.0% | 14Q | SEC ↗ |
| 15 | FLAGSHIP WEALTH ADVISORS, LLC | 233,980 | $19M | +157,119 | +204.4% | 6Q | SEC ↗ |
| 16 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 198,886 | $16M | +2,069 | +1.1% | 27Q | SEC ↗ |
| 17 | Stenger Family Office, LLC | 184,220 | $15M | -7,748 | -4.0% | 2Q | SEC ↗ |
| 18 | BANK OF AMERICA CORP /DE | 175,418 | $14M | -15,942 | -8.3% | 15Q | SEC ↗ |
| 19 | JPMORGAN CHASE & CO | 172,483 | $14M | +4,756 | +2.8% | 18Q | SEC ↗ |
| 20 | Focus Partners Wealth | 141,071 | $11M | -352 | -0.2% | 3Q | SEC ↗ |
| 21 | Maia Wealth LLC | 119,691 | $10M | +23,437 | +24.3% | 7Q | SEC ↗ |
| 22 | EASTERN BANK | 117,104 | $9M | +6,970 | +6.3% | 3Q | SEC ↗ |
| 23 | Ameritas Advisory Services, LLC | 107,375 | $9M | +90,485 | +535.7% | 3Q | SEC ↗ |
| 24 | Marietta Wealth Management, LLC | 99,476 | $8M | -114 | -0.1% | 39Q | SEC ↗ |
| 25 | UBS Group AG | 90,272 | $7M | +2,912 | +3.3% | 47Q | SEC ↗ |
| 26 | Creative Planning | 88,954 | $7M | -815 | -0.9% | 40Q | SEC ↗ |
| 27 | VISTA INVESTMENT MANAGEMENT | 85,033 | $7M | +353 | +0.4% | 18Q | SEC ↗ |
| 28 | NewSquare Capital LLC | 81,624 | $7M | +2,268 | +2.9% | 25Q | SEC ↗ |
| 29 | TopTier Wealth Management, LLC | 80,257 | $6M | +91 | +0.1% | 3Q | SEC ↗ |
| 30 | HARBOUR INVESTMENTS, INC. | 78,304 | $6M | +2,624 | +3.5% | 17Q | SEC ↗ |
| 31 | WELLS FARGO & COMPANY/MN | 75,686 | $6M | -1,898 | -2.4% | 71Q | SEC ↗ |
| 32 | WealthPLAN Partners, LLC | 75,492 | $6M | +33,560 | +80.0% | 3Q | SEC ↗ |
| 33 | CITIGROUP INC | 74,209 | $6M | +2,362 | +3.3% | 15Q | SEC ↗ |
| 34 | TOWLE & CO | 61,916 | $5M | +23,110 | +59.6% | 2Q | SEC ↗ |
| 35 | JONES FINANCIAL COMPANIES LLLP | 60,129 | $5M | +9,750 | +19.4% | 10Q | SEC ↗ |
| 36 | GOLDMAN SACHS GROUP INC | 52,053 | $4M | +11,749 | +29.2% | 7Q | SEC ↗ |
| 37 | Prime Capital Investment Advisors, LLC | 50,479 | $4M | -419 | -0.8% | 13Q | SEC ↗ |
| 38 | Integrity Advisory Solutions, LLC | 47,995 | $4M | +33,650 | +234.6% | 4Q | SEC ↗ |
| 39 | LOWE BROCKENBROUGH & CO INC | 46,252 | $4M | — | +0.0% | 21Q | SEC ↗ |
| 40 | Betterment LLC | 44,201 | $4M | -2,260 | -4.9% | 19Q | SEC ↗ |
| 41 | RAYMOND JAMES FINANCIAL INC | 44,167 | $4M | +162 | +0.4% | 7Q | SEC ↗ |
| 42 | AssuredPartners Investment Advisors, L | 43,057 | $3M | -127 | -0.3% | 7Q | SEC ↗ |
| 43 | WealthPoint Financial, LLC | 38,025 | $3M | +619 | +1.7% | 3Q | SEC ↗ |
| 44 | BEACON FINANCIAL GROUP | 37,449 | $3M | -509 | -1.3% | 25Q | SEC ↗ |
| 45 | Systelligence, LLC | 36,233 | $3M | -107,249 | -74.7% | 5Q | SEC ↗ |
| 46 | Pine Valley Investments Ltd Liability | 36,128 | $3M | +7,500 | +26.2% | 14Q | SEC ↗ |
| 47 | ROCKLAND TRUST CO | 35,556 | $3M | -52 | -0.1% | 15Q | SEC ↗ |
| 48 | LongView Wealth Management | 35,350 | $3M | +2,532 | +7.7% | 3Q | SEC ↗ |
| 49 | Modera Wealth Management, LLC | 34,935 | $3M | — | +0.0% | 23Q | SEC ↗ |
| 50 | ROYAL BANK OF CANADA | 31,121 | $3M | +4,993 | +19.1% | 63Q | SEC ↗ |
Recent Activity
New Positions (17)
| Holder | Shares | Value |
|---|---|---|
| Financial Gravity Companies, Inc. | 304,306 | $25M |
| Global Retirement Partners, LLC | 23,401 | $2M |
| TWO SIGMA INVESTMENTS, LP | 21,500 | $2M |
| Wealthspire Advisors, LLC | 17,778 | $1M |
| Savvy Advisors, Inc. | 13,064 | $1M |
| Tower Research Capital LLC (TRC) | 6,354 | $512K |
| IFG Advisory, LLC | 5,936 | $479K |
| EP Wealth Advisors, LLC | 3,412 | $275K |
| Peterson Wealth Advisors, LLC | 2,905 | $234K |
| JANE STREET GROUP, LLC | 2,818 | $227K |
| RMR Wealth Builders | 2,694 | $217K |
| IMA Advisory Services, Inc. | 2,226 | $179K |
| Rockefeller Capital Management L.P. | 1,300 | $105K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 668 | $54K |
| FIDUCIARY FINANCIAL ADVISORS | 507 | $41K |
| Vision Retirement, LLC | 342 | $28K |
| Planning Strategies Inc. | 118 | $10K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| WIN ADVISORS, INC | 128,568 | $10M |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | 81,652 | $7M |
| Per Stirling Capital Management, LL | 71,654 | $6M |
| KMG FIDUCIARY PARTNERS, LLC | 25,179 | $2M |
| Hershey Financial Advisers, LLC | 23,882 | $2M |
| SEVEN MILE ADVISORY | 19,241 | $2M |
| CITADEL ADVISORS LLC | 14,060 | $1M |
| Rathbones Group PLC | 8,987 | $724K |
| Western Wealth Management, LLC | 6,477 | $522K |
| M&T Bank Corp | 5,925 | $478K |
| Independent Advisor Alliance | 4,043 | $326K |
| MGO ONE SEVEN LLC | 3,561 | $287K |
| CAPITAL MANAGEMENT CORP /VA | 3,160 | $255K |
| IFP Advisors, Inc | 1,674 | $135K |
| BARTLETT & CO. WEALTH MANAGEMENT LL | 939 | $76K |
| Advisors Preferred, LLC | 623 | $50K |
| MAI Capital Management | 481 | $39K |
| BESSEMER GROUP INC | 365 | $29K |
| Qube Research & Technologies Ltd | 65 | $5K |
| ASSETMARK, INC | 12 | $1K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| INTEGRITY ALLIANCE, LLC. | +300,462 | +114.5% | 562,910 |
| FLAGSHIP WEALTH ADVISORS, LLC | +157,119 | +204.4% | 233,980 |
| LPL Financial LLC | +126,341 | +8.4% | 1,638,719 |
| Kestra Advisory Services, LLC | +101,006 | +35.9% | 382,217 |
| Ameritas Advisory Services, LLC | +90,485 | +535.7% | 107,375 |
| WealthPlan Investment Management, L | +57,249 | +12.5% | 516,386 |
| MORGAN STANLEY | +39,193 | +4.4% | 928,869 |
| Integrity Advisory Solutions, LLC | +33,650 | +234.6% | 47,995 |
| WealthPLAN Partners, LLC | +33,560 | +80.0% | 75,492 |
| CWM, LLC | +31,850 | +7.3% | 465,565 |
| Cetera Investment Advisers | +27,107 | +4.1% | 687,129 |
| Maia Wealth LLC | +23,437 | +24.3% | 119,691 |
| TOWLE & CO | +23,110 | +59.6% | 61,916 |
| GOLDMAN SACHS GROUP INC | +11,749 | +29.2% | 52,053 |
| Financial Gravity Asset Management, | +10,480 | +3.8% | 286,548 |
| JONES FINANCIAL COMPANIES LLLP | +9,750 | +19.4% | 60,129 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | +7,664 | +219.9% | 11,149 |
| Pine Valley Investments Ltd Liabili | +7,500 | +26.2% | 36,128 |
| EASTERN BANK | +6,970 | +6.3% | 117,104 |
| Team Financial Group, LLC | +6,638 | +1.5% | 457,411 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Lido Advisors, LLC | -791,401 | -99.1% | 7,388 |
| Systelligence, LLC | -107,249 | -74.7% | 36,233 |
| Fiduciary Trust Co | -80,558 | -4.3% | 1,778,576 |
| AMERIPRISE FINANCIAL INC | -37,029 | -57.2% | 27,701 |
| Private Advisor Group, LLC | -28,996 | -4.2% | 664,596 |
| BANK OF AMERICA CORP /DE | -15,942 | -8.3% | 175,418 |
| OSAIC HOLDINGS, INC. | -14,066 | -40.3% | 20,839 |
| Stenger Family Office, LLC | -7,748 | -4.0% | 184,220 |
| Concurrent Investment Advisors, LLC | -2,564 | -23.2% | 8,472 |
| Betterment LLC | -2,260 | -4.9% | 44,201 |
| WELLS FARGO & COMPANY/MN | -1,898 | -2.4% | 75,686 |
| Summit Financial, LLC | -1,331 | -10.0% | 12,024 |
| Advisory Alpha, LLC | -1,106 | -4.7% | 22,500 |
| REAP Financial Group, LLC | -1,023 | -62.0% | 627 |
| Herold Advisors, Inc. | -1,000 | -6.9% | 13,470 |
| Creative Planning | -815 | -0.9% | 88,954 |
| SWMG, LLC | -634 | -9.2% | 6,235 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -610 | -7.8% | 7,232 |
| BEACON FINANCIAL GROUP | -509 | -1.3% | 37,449 |
| Signal Advisors Wealth, LLC | -471 | -14.5% | 2,778 |