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Disclosery

EPS WISDOMTREE TR

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US LARGECAP FUND (fund)

147 managers (148 13F filers) reported a position in EPS shares at 2025-03-31, 12,412,878 shares in all. 16 filers opened a position and 11 filers sold out during the quarter.

Managers
147
13F filers
148
New
16
Added
50
Reduced
40
Sold out
11
Shares held by filers
12,412,878

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 Co2,414,935$143M1.87%+154,23213F-HRTimelineGroup
LPL Financial LLC1,131,261$67.1M0.03%+50,20813F-HRTimeline
Private Advisor Group, LLC1,074,987$63.7M0.39%+40,59413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY986,458$58.5M<0.01%+13,10213F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC903,867$53.6M0.32%-340,61013F-HRTimelineGroup
Garrett Wealth Advisory Group, LLC778,583$46.2M10.32%+34,34913F-HRTimeline
INTEGRITY ALLIANCE, LLC.562,766$33.4M1.32%+155,45613F-HRTimeline
Team Financial Group, LLC426,437$25.3M14.59%-6,82013F-HRTimeline
Cetera Investment Advisers423,163$25.1M0.05%-2,63013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/274,823$16.3M<0.01%+77,94713F-HRTimelineGroup
IEQ CAPITAL, LLC265,154$15.7M0.13%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …260,707$15.5M3.37%13F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC221,124$13.1M0.06%+16,50813F-HRTimelineGroup
NorthCoast Asset Management LLC139,444$8.27M0.04%-63113F-HR/ATimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO132,007$7.83M<0.01%+94113F-HRTimelineGroup
UBS Group AGin group UBS Group AG113,978$6.76M<0.01%+19,98613F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.103,624$6.14M0.04%+12,67713F-HRTimeline
Marietta Wealth Management, LLC96,322$5.71M0.84%+5,05813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…94,270$5.59M<0.01%+82,92013F-HRTimelineGroup
Creative Planningin group Creative Planning93,913$5.57M0.01%-1,72213F-HRTimelineGroup
VISTA INVESTMENT MANAGEMENT82,159$4.87M1.9%+57613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN81,651$4.84M<0.01%-6613F-HRTimelineGroup
FLAGSHIP WEALTH ADVISORS, LLC79,626$4.72M1.99%new13F-HR/ATimeline
Moloney Securities Asset Management, LLC68,908$4.08M0.55%+1,86713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding66,675$3.95M+39,373Timeline
NewSquare Capital LLC65,306$3.87M0.32%+15313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC59,268$3.51M<0.01%+9,29113F-HRTimelineGroup
Prime Capital Investment Advisors, LLC58,767$3.48M0.04%-3,41313F-HRTimeline
RETIREMENT FINANCIAL SOLUTIONS, LLC52,368$3.1M1.21%new13F-HR/ATimeline
MML INVESTORS SERVICES, LLC52,235$3.1M0.01%+48,42013F-HRTimeline
Betterment LLC51,143$3.03M0.01%+2,22013F-HRTimeline
LOWE BROCKENBROUGH & CO INC46,252$2.74M0.18%013F-HRTimeline
BEACON FINANCIAL GROUP45,993$2.73M0.3%-3,14013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…44,774$2.65M0.06%+38,19013F-HRTimelineGroup
AssuredPartners Investment Advisors, LLC44,247$2.62M0.51%-21313F-HRTimeline
HARBOUR INVESTMENTS, INC.42,214$2.5M0.07%+8,81313F-HRTimeline
ROCKLAND TRUST CO38,381$2.28M0.11%-3,86513F-HRTimeline
Modera Wealth Management, LLC35,194$2.09M0.03%-10013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…33,184$1.97M<0.01%new13F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC29,450$1.75M<0.01%-6,44713F-HRTimelineGroup
Pine Valley Investments Ltd Liability Co29,437$1.75M0.11%+11,33013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …28,639$1.7M0.13%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC27,008$1.6M<0.01%-6,25613F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA26,337$1.56M<0.01%+18313F-HR/ATimelineGroup
Chicago Partners Investment Group LLC26,182$1.54M0.05%+18113F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC25,795$1.53M0.13%+18713F-HRTimeline
Advisory Alpha, LLC24,395$1.45M0.05%-51713F-HR/ATimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…24,028$1.42M<0.01%-17013F-HRTimeline
Beacon Financial Advisory LLC23,748$1.41M0.43%+13,89413F-HRTimeline
GM Advisory Group, LLC20,877$1.24M0.07%+613F-HRTimeline
Integrated Wealth Concepts LLC20,819$1.23M0.01%+13,02213F-HRTimeline
Maia Wealth LLC21,514$1.22M0.28%+14,29413F-HRTimeline
Patriot Financial Group Insurance Agenc…18,898$1.12M0.15%-4,00413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC18,644$1.11M<0.01%+13,56413F-HR/ATimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.17,825$1.06M0.01%new13F-HRTimelineGroup
Herold Advisors, Inc.17,360$1.03M0.23%013F-HRTimeline
FMR LLCin group FMR LLC17,239$1.02M<0.01%+2,94313F-HRTimelineGroup
Perennial Investment Advisors, LLC14,066$834K0.09%+1,56813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP14,118$831K<0.01%+5,55913F-HR/ATimelineGroup
Arkadios Wealth Advisors13,408$795K0.03%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC12,929$766K<0.01%-64913F-HRTimelineGroup
Steward Partners Investment Advisory, L…12,795$758K0.01%-13613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP12,192$723K<0.01%-2913F-HRTimelineGroup
ORG Partners LLC11,062$657K0.16%+7,40613F-HRTimeline
Seek First Inc.10,916$647K0.57%13F-HRTimeline
Essential Planning, LLC.10,913$647K0.26%-730,49813F-HRTimeline
Rathbones Group PLC10,790$640K<0.01%013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC10,568$626K<0.01%+1,20813F-HRTimelineGroup
Quartz Partners, LLC10,458$620K0.38%-2,65413F-HRTimeline
Family Capital Management, Inc.10,000$593K0.37%013F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI9,932$589K0.03%-18813F-HRTimeline
Institute for Wealth Management, LLC.9,910$587K0.08%013F-HRTimeline
Mariner, LLCin group Mariner, LLC9,318$552K<0.01%new13F-HRTimelineGroup
Melone Private Wealth, LLC9,000$534K0.28%-16913F-HRTimeline
Jackson Creek Investment Advisors LLC8,930$529K0.17%+10513F-HRTimeline
Parkside Financial Bank & Trust8,816$523K0.07%013F-HRTimeline
Cornerstone Wealth Management, LLC8,494$503K0.03%+1113F-HRTimeline
Berger Financial Group, Inc8,161$484K0.03%013F-HRTimeline
Bouchey Financial Group, Ltd.7,815$463K0.04%013F-HRTimeline
Huntleigh Advisors, Inc.7,797$462K0.11%013F-HR/ATimeline
VERUS CAPITAL PARTNERS, LLC7,765$460K0.05%+1,09513F-HR/ATimeline
LANARK FINANCIAL, INC.7,412$439K0.04%+7,40913F-HRTimeline
Redwood Financial Network Corp7,191$426K0.32%013F-HRTimeline
E&G Advisors, LLC7,165$425K0.12%+11013F-HRTimeline
Insight Advisors, LLC/ PA7,157$424K0.07%-9,09513F-HRTimeline
Atria Investments, Inc7,137$423K0.01%-18,03013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.7,016$416K<0.01%-9,27213F-HRTimelineGroup
Kilter Group LLC6,984$414K0.27%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC6,743$400K<0.01%-1,25513F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…6,387$379K<0.01%+1313F-HRTimelineGroup
MGO ONE SEVEN LLC5,932$352K0.01%013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp5,925$351K<0.01%013F-HRTimelineGroup
IFG Advisory, LLC5,811$344K0.02%013F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT5,721$339K0.02%-70913F-HRTimelineGroup
OPTIMA CAPITAL LLC5,165$306K0.2%-7313F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC5,113$303K<0.01%013F-HRTimelineGroup
IFS Advisors, LLC5,063$300K0.24%013F-HRTimeline
SECURED RETIREMENT ADVISORS, LLC4,989$296K0.19%-28013F-HRTimeline
Nova Wealth Management, Inc.4,923$292K0.25%-2,43313F-HR/ATimeline
CoreCap Advisors, LLC4,744$281K0.01%-34113F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC4,645$275K<0.01%new13F-HRTimelineGroup
Fort Point Capital Partners LLC4,630$274K0.03%new13F-HRTimeline
OLD NATIONAL BANCORP /IN/4,624$274K0.01%013F-HRTimeline
CGN Advisors LLC4,342$257K0.03%-2,17813F-HRTimeline
Walkner Condon Financial Advisors LLC4,249$252K0.05%-13613F-HRTimeline
Simplicity Wealth,LLC4,204$249K0.02%new13F-HRTimeline
Advisory Services Network, LLC3,935$233K<0.01%+25613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,872$230K<0.01%+2,69313F-HRTimelineGroup
MOLLER WEALTH PARTNERS3,730$221K0.05%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP3,697$219K<0.01%013F-HRTimelineGroup
Cambridge Investment Research Advisors,…3,561$211K<0.01%+9713F-HRTimeline
UMB Bank, n.a.3,517$208K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
AXXCESS WEALTH MANAGEMENT, LLC3,512$208K0.01%new13F-HRTimeline
CAPITAL MANAGEMENT CORP /VA3,425$203K0.04%013F-HRTimeline
REAP Financial Group, LLC3,013$179K0.04%-1,16813F-HRTimeline
Founders Financial Alliance, LLC2,959$175K0.04%+1,12413F-HRTimeline
NorthRock Partners, LLC2,584$153K0.01%+5313F-HRTimeline
Allworth Financial LP1,881$108K<0.01%+85113F-HRTimeline
SJS Investment Consulting Inc.1,726$102K0.02%013F-HRTimeline
Coastline Trust Co1,380$81.8K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
GPS Wealth Strategies Group, LLC1,375$81.5K0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,175$69.7K0.01%-62613F-HRTimeline
MAI Capital Management1,023$60.6K<0.01%013F-HRTimeline
COMERICA BANK1,011$59.9K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.957$56.7K<0.01%-34313F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC939$55.7K<0.01%new13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC916$54.3K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA839$49.7K0.01%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC835$49.5K<0.01%013F-HRTimelineGroup
Stonebridge Financial Group, LLC750$44.5K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…478$28.4K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.400$23.7K<0.01%-64113F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC286$17.5K<0.01%013F-HRTimelineGroup
Transce3nd, LLC268$15.9K0.01%013F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC211$12.5K<0.01%-5,49313F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.160$8.43K<0.01%013F-HRTimelineGroup
Smartleaf Asset Management LLC129$7.59K<0.01%+2513F-HRTimeline
Qube Research & Technologies Ltd124$7.35K<0.01%-2413F-HRTimeline
Covestor Ltd104$6K<0.01%+1313F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management100$5.93K<0.01%013F-HRTimelineGroup
Blue Trust, Inc.81$4.8K<0.01%013F-HRTimeline
Main Street Group, LTD50$2.96K<0.01%new13F-HRTimeline
Darwin Wealth Management, LLC35$2.14K<0.01%013F-HRTimeline
PSI Advisors, LLC29$1.72K<0.01%013F-HRTimeline
AE Wealth Management LLC14$830<0.01%013F-HRTimeline
MATHER GROUP, LLC.9$534<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.