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Disclosery

EPS WISDOMTREE TR

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US LARGECAP FUND (fund)

143 managers (144 13F filers) reported a position in EPS shares at 2024-12-31, 12,712,901 shares in all. 23 filers opened a position and 6 filers sold out during the quarter.

Managers
143
13F filers
144
New
23
Added
36
Reduced
37
Sold out
6
Shares held by filers
12,712,901

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Fiduciary Trust Coin group Fiduciary Trust Co2,260,703$138M1.83%+126,31513F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC1,244,477$76.1M0.48%new13F-HRTimelineGroup
LPL Financial LLC1,081,053$66.1M0.03%+8,04413F-HRTimeline
Private Advisor Group, LLC1,034,393$63.3M0.36%+18,05013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY973,356$59.5M<0.01%-18,20813F-HR/ATimelineGroup
Essential Planning, LLC.741,411$45.8M0.3%+729,45913F-HRTimeline
Garrett Wealth Advisory Group, LLC744,234$45.5M10.36%+58,32013F-HRTimeline
Team Financial Group, LLC433,257$26.5M15.2%+4,75813F-HRTimeline
Cetera Investment Advisers425,793$26.1M0.05%-2,50013F-HRTimeline
INTEGRITY ALLIANCE, LLC.407,310$24.9M2.7%13F-HRTimeline
IEQ CAPITAL, LLC265,154$16.2M0.16%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …241,029$14.7M3.37%+8,75913F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC204,616$12.5M0.07%+9,89013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/196,876$12M<0.01%-4,67613F-HRTimelineGroup
Stenger Family Office, LLC186,307$11.4M3.87%13F-HRTimeline
NorthCoast Asset Management LLC140,075$8.57M0.04%-15013F-HR/ATimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO131,066$8.02M<0.01%+4,25213F-HRTimelineGroup
Creative Planningin group Creative Planning95,635$5.85M0.01%+5,30613F-HRTimelineGroup
UBS Group AGin group UBS Group AG93,992$5.75M<0.01%+8,33313F-HRTimelineGroup
Marietta Wealth Management, LLC91,264$5.58M0.8%+83313F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.90,947$5.56M0.03%+89913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN81,717$5M<0.01%+2,22913F-HRTimelineGroup
VISTA INVESTMENT MANAGEMENT81,583$4.99M1.89%+11213F-HRTimeline
Moloney Securities Asset Management, LLC67,041$4.1M0.55%+3,25713F-HRTimeline
NewSquare Capital LLC65,153$3.99M0.32%-18,06113F-HRTimeline
Prime Capital Investment Advisors, LLC62,180$3.8M0.06%-1,83613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC49,977$3.06M<0.01%new13F-HRTimelineGroup
BEACON FINANCIAL GROUP49,133$3.01M0.32%-2,47013F-HRTimeline
Betterment LLC48,923$2.99M0.01%-4,72413F-HRTimeline
LOWE BROCKENBROUGH & CO INC46,252$2.83M0.18%013F-HRTimeline
AssuredPartners Investment Advisors, LLC44,460$2.72M0.53%13F-HRTimeline
ROCKLAND TRUST CO42,246$2.58M0.13%-52713F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…40,779$2.49M0.05%new13F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC35,897$2.2M<0.01%13F-HR/ATimelineGroup
Modera Wealth Management, LLC35,294$2.16M0.03%013F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP33,800$2.07M<0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.33,401$2.04M0.06%+4,77313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC33,264$2.04M<0.01%new13F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding27,302$1.67M-21,779Timeline
Chicago Partners Investment Group LLC26,001$1.6M0.05%+6413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA26,154$1.6M<0.01%-3213F-HRTimelineGroup
KMG FIDUCIARY PARTNERS, LLC25,608$1.57M0.13%+26313F-HRTimeline
Atria Investments, Inc25,167$1.54M0.02%+16,41813F-HRTimeline
Advisory Alpha, LLC24,912$1.52M0.05%-2,34613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…24,198$1.48M<0.01%-61713F-HR/ATimeline
Patriot Financial Group Insurance Agenc…22,902$1.4M0.19%-1,18613F-HRTimeline
GM Advisory Group, LLC20,871$1.28M0.07%+8913F-HRTimeline
Pine Valley Investments Ltd Liability Co18,107$1.11M0.07%-28313F-HRTimeline
Global Retirement Partners, LLC17,670$1.08M0.03%-1,67613F-HRTimeline
Herold Advisors, Inc.17,360$1.06M0.23%-40013F-HRTimeline
Defined Financial Planning LLC17,220$1.05M1.12%13F-HRTimeline
Insight Advisors, LLC/ PA16,252$997K0.17%-9,23613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.16,288$997K<0.01%+1,26413F-HR/ATimelineGroup
FMR LLCin group FMR LLC14,296$875K<0.01%+4,34513F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC13,578$831K<0.01%+4313F-HRTimelineGroup
Quartz Partners, LLC13,112$802K0.49%-8213F-HRTimeline
Steward Partners Investment Advisory, L…12,931$791K0.01%013F-HRTimeline
Perennial Investment Advisors, LLC12,498$765K0.09%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP12,221$748K<0.01%-7913F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…11,350$694K<0.01%+4,14313F-HRTimelineGroup
Rathbones Group PLC10,790$660K<0.01%013F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI10,120$619K0.03%-29513F-HRTimeline
Family Capital Management, Inc.10,000$612K0.37%013F-HRTimeline
Institute for Wealth Management, LLC.9,910$606K0.08%013F-HRTimeline
Beacon Financial Advisory LLC9,854$603K0.2%+2,92913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC9,360$573K<0.01%-57613F-HRTimelineGroup
Melone Private Wealth, LLC9,169$561K0.29%-4213F-HRTimeline
Jackson Creek Investment Advisors LLC8,825$540K0.16%+1,55213F-HRTimeline
Parkside Financial Bank & Trust8,816$539K0.07%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP8,559$524K<0.01%+1,24613F-HRTimelineGroup
Cornerstone Wealth Management, LLC8,483$519K0.04%-16113F-HRTimeline
Berger Financial Group, Inc8,161$499K0.03%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC7,998$489K<0.01%+1,24613F-HRTimeline
Bouchey Financial Group, Ltd.7,815$478K0.04%013F-HRTimeline
Integrated Wealth Concepts LLC7,797$477K0.01%+2,39913F-HRTimeline
Huntleigh Advisors, Inc.7,797$477K0.1%13F-HRTimeline
Maia Wealth LLC7,220$457K0.1%new13F-HRTimeline
Nova Wealth Management, Inc.7,356$450K0.39%13F-HRTimeline
Redwood Financial Network Corp7,191$440K0.33%013F-HRTimeline
E&G Advisors, LLC7,055$432K0.12%+2513F-HRTimeline
Kilter Group LLC6,984$427K0.28%13F-HRTimeline
VERUS CAPITAL PARTNERS, LLC6,670$408K0.04%013F-HR/ATimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…6,584$403K0.01%new13F-HRTimelineGroup
CGN Advisors LLC6,520$399K0.04%013F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT6,430$393K0.03%-55613F-HRTimelineGroup
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…6,374$390K<0.01%+313F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC6,036$369K<0.01%+1,92613F-HRTimelineGroup
MGO ONE SEVEN LLC5,932$363K0.01%-16013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp5,925$362K<0.01%013F-HRTimelineGroup
IFG Advisory, LLC5,811$356K0.02%new13F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC5,704$349K0.06%new13F-HRTimelineGroup
SECURED RETIREMENT ADVISORS, LLC5,269$322K0.18%-62313F-HRTimeline
Portfolio Design Labs, LLC5,247$321K0.07%new13F-HRTimeline
OPTIMA CAPITAL LLC5,238$320K0.22%13F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC5,113$313K<0.01%013F-HRTimelineGroup
CoreCap Advisors, LLC5,085$311K0.01%-1,53413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC5,080$311K<0.01%new13F-HRTimelineGroup
IFS Advisors, LLC5,063$310K0.24%013F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC5,058$309K0.26%new13F-HRTimeline
Independent Advisor Alliance5,034$308K<0.01%new13F-HRTimeline
OLD NATIONAL BANCORP /IN/4,624$283K0.01%013F-HRTimeline
Walkner Condon Financial Advisors LLC4,385$268K0.05%-1,14213F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA4,261$261K0.02%-31,66613F-HRTimeline
Bison Wealth, LLC4,181$256K0.03%13F-HRTimeline
REAP Financial Group, LLC4,181$256K0.06%-1,32313F-HRTimeline
MML INVESTORS SERVICES, LLC3,815$233K<0.01%-76913F-HRTimeline
MOLLER WEALTH PARTNERS3,730$228K0.06%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP3,697$226K<0.01%-80313F-HRTimelineGroup
Advisory Services Network, LLC3,679$225K<0.01%new13F-HRTimeline
ORG Partners LLC3,656$224K0.03%new13F-HRTimeline
UMB Bank, n.a.3,517$215K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Cambridge Investment Research Advisors,…3,464$212K<0.01%new13F-HRTimeline
Sanctuary Advisors, LLC3,291$210K<0.01%013F-HRTimeline
CAPITAL MANAGEMENT CORP /VA3,425$210K0.04%-23013F-HRTimeline
NorthRock Partners, LLC2,531$155K0.01%013F-HR/ATimeline
Founders Financial Alliance, LLC1,835$112K0.03%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,801$110K0.01%-25413F-HRTimeline
SJS Investment Consulting Inc.1,726$106K0.02%013F-HRTimeline
Coastline Trust Co1,380$84.4K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
GPS Wealth Strategies Group, LLC1,375$84.1K0.01%013F-HRTimeline
EPG Wealth Management LLC1,371$83.9K0.02%+413F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,300$79.5K<0.01%new13F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,179$72.1K<0.01%013F-HRTimelineGroup
Allworth Financial LP1,030$65.3K<0.01%+64513F-HRTimeline
Geneos Wealth Management Inc.1,041$63.7K<0.01%013F-HRTimeline
MAI Capital Management1,023$62.6K<0.01%new13F-HRTimeline
COMERICA BANK1,011$61.9K<0.01%013F-HR/ATimeline
Ancora Advisors LLCin group Ancora Advisors LLC835$51.1K<0.01%013F-HRTimelineGroup
Stonebridge Financial Group, LLC750$45.9K0.01%13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC286$17.5K<0.01%013F-HRTimelineGroup
Transce3nd, LLC268$16.4K0.01%13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.160$9.86K<0.01%013F-HRTimelineGroup
Qube Research & Technologies Ltd148$9.05K<0.01%-2613F-HRTimeline
Smartleaf Asset Management LLC104$6.44K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management100$6.12K<0.01%013F-HRTimelineGroup
Covestor Ltd91$6K<0.01%+1613F-HRTimeline
Blue Trust, Inc.81$4.96K<0.01%013F-HR/ATimeline
Darwin Wealth Management, LLC35$2.14K<0.01%013F-HR/ATimeline
PSI Advisors, LLC29$1.77K<0.01%013F-HRTimeline
AE Wealth Management LLC14$857<0.01%new13F-HRTimeline
MATHER GROUP, LLC.9$551<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.3$2010.02%-3,00413F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.