We are live on ! Find out more
EPS icon

WisdomTree US LargeCap Fund
EPS

Name Holding Trade Value Shares
Change 		Change in
Stake
PWS
1
Private Wealth Strategies
Ohio
$76M +$794K +16,824 +1%
PAG
2
Private Advisor Group
New Jersey
$50.3M +$2.75M +58,266 +6%
Morgan Stanley
3
Morgan Stanley
New York
$48.5M -$12.8M -270,247 -22%
LPL Financial
4
LPL Financial
California
$45.7M +$7.39M +156,537 +21%
GWAG
5
Garrett Wealth Advisory Group
Texas
$28.6M -$656K -13,897 -2%
TFG
6
Team Financial Group
California
$20.6M +$648K +13,722 +3%
KAS
7
Kestra Advisory Services
Texas
$16M +$4.25M +90,051 +39%
CA
8
Cetera Advisors
Colorado
$14.2M -$503K -10,656 -4%
IC
9
IEQ Capital
California
$13.3M – – –
FGAM
10
Financial Gravity Asset Management
Texas
$12.5M +$11.8M +249,679 New
Bank of America
11
Bank of America
North Carolina
$10.3M +$387K +8,205 +4%
RVPG
12
Relative Value Partners Group
$7.77M -$505K -10,705 -6%
JP Morgan Chase
13
JP Morgan Chase
New York
$5.87M +$4.1M +86,822 +286%
Creative Planning
14
Creative Planning
Kansas
$4.83M -$1.07M -22,723 -19%
AAS
15
Avantax Advisory Services
Texas
$4.77M -$217K -4,602 -5%
AA
16
Advisory Alpha
Michigan
$4.45M -$42.6K -903 -1%
MWM
17
Marietta Wealth Management
Georgia
$4.34M +$55.9K +1,185 +1%
IA
18
Insight Advisors
Pennsylvania
$4.1M +$69K +1,462 +2%
VIM
19
Vista Investment Management
Pennsylvania
$3.96M +$93.1K +1,973 +3%
Osaic Holdings
20
Osaic Holdings
Arizona
$3.93M +$22.1K +469 +0.6%
Wells Fargo
21
Wells Fargo
California
$3.81M +$330K +6,994 +10%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$3.77M -$476K -10,093 -12%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$3.74M -$246K -5,207 -7%
UBS Group
24
UBS Group
Switzerland
$3.64M +$568K +12,033 +20%
PCIA
25
Prime Capital Investment Advisors
Kansas
$3.35M -$3.49K -74 -0.1%
1
2 3 4 5