# WISDOMTREE TR US LARGECAP FUND

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.

## Summary

- Issuer: WISDOMTREE TR
- Class: US LARGECAP FUND
- CUSIP: 97717W588
- Asset category: OTHER
- 13F holders: 177
- 13F value: $1.0B
- 13F period: 2026-06-30
- N-PORT fund positions: 1
- N-PORT value: $1.6M
- N-PORT report: 2026-03-31

## Top institutional holders (Form 13F)

_Showing 15 of 177 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| Fiduciary Trust Co | BOSTON, MA | $126.6M | 1,859,134 |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | 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](https://search.stillhousedata.com/firm/269866) | Los Angeles, CA | $54.4M | 798,789 |
| [Private Advisor Group, LLC](https://search.stillhousedata.com/firm/155216) | MORRISTOWN, NJ | $51.7M | 664,596 |
| [Cetera Investment Advisers](https://search.stillhousedata.com/firm/105644) | SCHAUMBURG, IL | $45.0M | 660,022 |
| [INTEGRITY ALLIANCE, LLC.](https://search.stillhousedata.com/firm/139627) | Urbandale, IA | $43.8M | 562,910 |
| [WealthPlan Investment Management, LLC](https://search.stillhousedata.com/firm/311364) | OMAHA, NE | $40.2M | 516,386 |
| [Team Financial Group, LLC](https://search.stillhousedata.com/firm/309411) | 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](https://search.stillhousedata.com/firm/131962) | WAKEFIELD, MA | $18.2M | 233,980 |

## Top fund holders (N-PORT)

| Fund | Registrant | Value | % of fund |
| --- | --- | --- | --- |
| [The E-Valuator Moderate (50%-70%) RMS Fund](https://search.stillhousedata.com/fund/S000070063) | E-Valuator Funds Trust | $1.6M | 113.22% |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/97717W588.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.