Public ownership evidence

WisdomTree U.S. LargeCap Fund (EPS) Ownership Disclosures

Read EPS insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

WisdomTree U.S. LargeCap Fund: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Corient Private Wealth LP
Report period
2026-06-30
Available
2026-08-28
Reported shares
4,151
Value (USD)
$322,906
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001948780-26-000011
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read EPS fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read EPS fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

Scroll sideways to compare all columns. Select a heading to sort.

Corient Private Wealth LP2026-06-302026-08-284,151$322,906None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-206,299$489,999None
Corient Private Wealth LP2026-06-302026-08-184,170$324,384None
CENTAURUS FINANCIAL, INC.2026-06-302026-08-1811,878$924,000None
Mutual Advisors, LLC2026-06-302026-08-153,572$277,866None
Ameritas Advisory Services, LLC2026-06-302026-08-15107,375$8,352,690None
IFG Advisory, LLC2026-06-302026-08-155,936$461,761None
OSAIC HOLDINGS, INC.2026-06-302026-08-1511,474$892,530None
OSAIC HOLDINGS, INC.2026-06-302026-08-159,365$728,541None
Betterment LLC2026-06-302026-08-1544,201$3,438,000None
JANE STREET GROUP, LLC2026-06-302026-08-152,818$219,212None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-157,232$562,577None
Ancora Advisors LLC2026-06-302026-08-15835$64,955None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15507$39,416None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-1560,129$4,599,267None
AMERIPRISE FINANCIAL INC2026-06-302026-08-1527,701$2,154,889None
Cerity Partners LLC2026-06-302026-08-15310$24,115None
Cerity Partners LLC2026-06-302026-08-153,853$299,725None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-158,637$671,872None
WESTWOOD HOLDINGS GROUP INC2026-06-302026-08-154,968$386,460None
ROYAL BANK OF CANADA2026-06-302026-08-15230$18,000None
ROYAL BANK OF CANADA2026-06-302026-08-152,820$219,000None
ROYAL BANK OF CANADA2026-06-302026-08-1527,425$2,133,000None
ROYAL BANK OF CANADA2026-06-302026-08-15646$50,000None
Coastline Trust Co2026-06-302026-08-151,230$95,682None
TWO SIGMA INVESTMENTS, LP2026-06-302026-08-1521,500$1,672,485None
GOLDMAN SACHS GROUP INC2026-06-302026-08-1552,053$4,049,203None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1527,588$2,146,041None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1516,579$1,289,680None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1561,160$4,757,646None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1514,526$1,129,978None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1566,041$5,137,329None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15102,749$7,992,859None
BANK OF AMERICA CORP /DE/2026-06-302026-08-156,628$515,592None
Rockefeller Capital Management L.P.2026-06-302026-08-141,300$101,127None
Steward Partners Investment Advisory, LLC2026-06-302026-08-1412,052$937,525None
UBS Group AG2026-06-302026-08-1490,272$7,022,259None
Mariner, LLC2026-06-302026-08-142,628$204,432None
Mariner, LLC2026-06-302026-08-1410,980$854,113None
Creative Planning2026-06-302026-08-1488,954$6,919,755None
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2026-06-302026-08-14668$51,964None
Fiduciary Trust Co2026-06-302026-08-14206,105$16,032,908None
Fiduciary Trust Co2026-06-302026-08-141,572,471$122,322,519None
VANGUARD ADVISERS INC2026-06-302026-08-14139$10,827None
UMB Bank, n.a.2026-06-302026-08-143,517$273,587None
MORGAN STANLEY2026-06-302026-08-141,497$116,452None
MORGAN STANLEY2026-06-302026-08-14927,372$72,140,329None
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC2026-06-302026-08-1421,044$1,637,013None
FMR LLC2026-06-302026-08-143$233None
FMR LLC2026-06-302026-08-1419,925$1,549,932None

90-day public filing window, up to 50 source positions.

Corient Private Wealth LP ↗MERCER GLOBAL ADVISORS INC /ADV ↗Corient Private Wealth LP ↗CENTAURUS FINANCIAL, INC. ↗Mutual Advisors, LLC ↗Ameritas Advisory Services, LLC ↗IFG Advisory, LLC ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗Betterment LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

Aurora · AI research assistant

Try this in Aurora

Edit the request, then open it in Aurora. You choose when to send it.