We are live on ! Find out more
EPS icon

WisdomTree US LargeCap Fund
EPS

Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$28.3M +$28.4M +931,348 +1,300%
Morgan Stanley
2
Morgan Stanley
New York
$21.7M -$2.45M -80,245 -9%
DLIC
3
Daido Life Insurance Company
Japan
$12.6M – – –
RJFSA
4
Raymond James Financial Services Advisors
Florida
$5.69M +$5.45M +178,642 +770%
LPL Financial
5
LPL Financial
California
$3.57M +$281K +9,216 +8%
LTFS
6
Ladenburg Thalmann Financial Services
Florida
$2.93M -$38.9K -1,275 -1%
MWM
7
Marietta Wealth Management
Georgia
$2.79M +$61.5K +2,014 +2%
S
8
Surevest
California
$2.28M +$2.47M +80,937 New
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$1.99M +$284K +9,313 +15%
AW
10
ACG Wealth
Georgia
$1.94M -$116K -3,801 -5%
Wells Fargo
11
Wells Fargo
California
$1.82M +$200K +6,542 +11%
Citadel Advisors
12
Citadel Advisors
Florida
$1.76M +$1.91M +62,438 New
UBS Group
13
UBS Group
Switzerland
$1.55M -$221K -7,228 -12%
AI
14
Atria Investments
North Carolina
$1.48M -$439K -14,387 -22%
LBC
15
Lowe Brockenbrough & Co
Virginia
$1.05M +$252K +8,250 +28%
Goldman Sachs
16
Goldman Sachs
New York
$995K – – –
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$955K -$68.8K -2,254 -6%
MWP
18
MYCIO Wealth Partners
Pennsylvania
$803K -$73.2K -2,398 -8%
BHWM
19
Bar Harbor Wealth Management
New Hampshire
$775K -$3.94K -129 -0.5%
PFGIA
20
Patriot Financial Group Insurance Agency
Massachusetts
$732K +$694K +22,719 +705%
RIA
21
Regal Investment Advisors
Michigan
$731K +$223K +7,301 +39%
CIC
22
Cutler Investment Counsel
Oregon
$691K -$34.8K -1,141 -4%
Ameriprise
23
Ameriprise
Minnesota
$641K -$19K -623 -3%
GAG
24
GM Advisory Group
New York
$604K +$30.5K +1,000 +5%
CPIG
25
Chicago Partners Investment Group
Illinois
$576K +$41.4K +1,357 +7%
1
2