Purchases and Sales Made in Q1 2025 in Wisdomtree U.S. Largecap Fund (EPS)
This table provides information about the institutional ownership of Wisdomtree U.S. Largecap Fund (EPS) during Q1 2025. The information is specifically focused on institutions that hold shares of WISDOMTREE U.S. LARGECAP FUND .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
478New |
$27.9K - $30.7K
|
478
$29.6K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
256+ 6.96% |
$14.9K - $16.4K
|
3.94K
$244K
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
187+ 0.73% |
$10.9K - $12K
|
25.8K
$1.6M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
183+ 0.7% |
$10.7K - $11.7K
|
26.3K
$1.63M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
181+ 0.7% |
$10.6K - $11.6K
|
26.2K
$1.62M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
153+ 0.23% |
$8.93K - $9.82K
|
65.3K
$4.05M
|
|
|
Apr 23, 2025
Q1 2025
|
E&G Advisors, LP
|
BUY
|
- |
110+ 1.56% |
$6.42K - $7.06K
|
7.17K
$444K
|
|
|
May 05, 2025
Q1 2025
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
105+ 1.19% |
$6.13K - $6.74K
|
8.93K
$553K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
97+ 2.8% |
$5.66K - $6.22K
|
3.56K
$221K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
53+ 2.09% |
$3.09K - $3.4K
|
2.58K
$160K
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
50New |
$2.92K - $3.21K
|
50
$3.1K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
25+ 24.04% |
$1.46K - $1.6K
|
129
$7.99K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
13+ 14.29% |
$759 - $834
|
104
$6.44K
|
|
|
May 12, 2025
Q1 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
13+ 0.2% |
$759 - $834
|
6.39K
$396K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
11+ 0.13% |
$642 - $706
|
8.49K
$526K
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
6+ 0.03% |
$350 - $385
|
20.9K
$1.29M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-24- 16.22% |
$1.4K - $1.54K
|
124
$7.68K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-29- 0.24% |
$1.69K - $1.86K
|
12.2K
$755K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-66- 0.08% |
$3.85K - $4.23K
|
81.7K
$5.06M
|
|
|
Jun 12, 2025
Q1 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-73- 1.39% |
$4.26K - $4.68K
|
5.17K
$320K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-100- 0.28% |
$5.84K - $6.42K
|
35.2K
$2.18M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-136- 3.1% |
$7.94K - $8.73K
|
4.25K
$263K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-136- 1.05% |
$7.94K - $8.73K
|
12.8K
$793K
|
|
|
Apr 11, 2025
Q1 2025
|
Melone Private Wealth, LLC
|
SELL
|
- |
-169- 1.84% |
$9.87K - $10.8K
|
9K
$558K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-170- 0.7% |
$9.92K - $10.9K
|
24K
$1.49M
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-188- 1.86% |
$11K - $12.1K
|
9.93K
$615K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-213- 0.48% |
$12.4K - $13.7K
|
44.2K
$2.74M
|
|
|
May 01, 2025
Q1 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-280- 5.31% |
$16.3K - $18K
|
4.99K
$309K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-341- 6.71% |
$19.9K - $21.9K
|
4.74K
$294K
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-517- 2.08% |
$30.2K - $33.2K
|
24.4K
$1.51M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-626- 34.76% |
$36.5K - $40.2K
|
1.18K
$72.8K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-631- 0.45% |
$36.8K - $40.5K
|
139K
$8.64M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-641- 61.58% |
$37.4K - $41.1K
|
400
$24.8K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-649- 4.78% |
$37.9K - $41.6K
|
12.9K
$801K
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-709- 11.03% |
$41.4K - $45.5K
|
5.72K
$354K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-1.17K- 27.94% |
$68.2K - $74.9K
|
3.01K
$187K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.26K- 15.69% |
$73.3K - $80.5K
|
6.74K
$418K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.72K- 1.8% |
$101K - $110K
|
93.9K
$5.82M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-2.18K- 33.4% |
$127K - $140K
|
4.34K
$269K
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-2.43K- 33.08% |
$142K - $156K
|
4.92K
$305K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-2.46K- 0.94% |
$144K - $158K
|
261K
$16.2M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.63K- 0.62% |
$154K - $169K
|
423K
$26.2M
|
|
|
May 14, 2025
Q1 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-2.65K- 20.24% |
$155K - $170K
|
10.5K
$648K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-3.14K- 6.39% |
$183K - $201K
|
46K
$2.85M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-3.41K- 5.49% |
$199K - $219K
|
58.8K
$3.64M
|
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
SELL
|
- |
-3.87K- 9.15% |
$226K - $248K
|
38.4K
$2.38M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-4K- 17.48% |
$234K - $257K
|
18.9K
$1.17M
|
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-5.49K- 96.3% |
$321K - $352K
|
211
$13.1K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-6.26K- 18.81% |
$365K - $401K
|
27K
$1.67M
|