WISDOMTREE TR US LARGECAP FUND is a security (CUSIP 97717W588) tracked across SEC portfolio filings. 177 institutional managers reported $1.0B on Form 13F as of 2026-06-30; 1 registered fund positions totaling $1.6M via N-PORT as of 2026-03-31.
Showing 15 of 177 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| Fiduciary Trust Co | BOSTON, MA | $126.6M | 1,859,134 |
| LPL Financial LLC | FORT MILL, SC | $103.0M | 1,512,378 |
| MORGAN STANLEY | NEW YORK, NY | $60.6M | 889,676 |
| Garrett Wealth Advisory Group, LLC | WEATHERFORD, TX | $58.6M | 752,712 |
| Lido Advisors, LLC | Los Angeles, CA | $54.4M | 798,789 |
| Private Advisor Group, LLC | MORRISTOWN, NJ | $51.7M | 664,596 |
| Cetera Investment Advisers | SCHAUMBURG, IL | $45.0M | 660,022 |
| INTEGRITY ALLIANCE, LLC. | Urbandale, IA | $43.8M | 562,910 |
| WealthPlan Investment Management, LLC | OMAHA, NE | $40.2M | 516,386 |
| Team Financial Group, LLC | TEMECULA, CA | $35.6M | 457,411 |
| CWM, LLC | OMAHA, NE | $31.7M | 465,565 |
| Kestra Advisory Services, LLC | AUSTIN, TX | $29.7M | 382,217 |
| Financial Gravity Companies, Inc. | Lakeway, TX | $23.7M | 304,306 |
| Financial Gravity Asset Management, Inc. | Lakeway, TX | $19.5M | 286,548 |
| FLAGSHIP WEALTH ADVISORS, LLC | WAKEFIELD, MA | $18.2M | 233,980 |
| Fund | Registrant | Value | % of fund |
|---|---|---|---|
| The E-Valuator Moderate (50%-70%) RMS Fund | E-Valuator Funds Trust | $1.6M | 113.22% |