Latest Institutional Transactions on Wisdomtree U.S. Largecap Fund (EPS)
This table provides information on the latest institutional transactions involving Wisdomtree U.S. Largecap Fund (EPS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-280- 5.31% |
$16.3K - $18K
|
4.99K
$290K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.65KNew |
$271K - $298K
|
4.65K
$270K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-2.46K- 0.94% |
$144K - $158K
|
261K
$15.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
851+ 82.62% |
$49.7K - $54.6K
|
1.88K
$109K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.51KNew |
$205K - $225K
|
3.51K
$204K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.87K+ 2.78% |
$109K - $120K
|
68.9K
$4M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
38.2K+ 580.04% |
$2.23M - $2.45M
|
44.8K
$2.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
34.3K+ 4.62% |
$2.01M - $2.2M
|
779K
$45.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
39.4K+ 172.45% |
$2.3M - $2.53M
|
62.2K
$3.61M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
839New |
$49K - $53.8K
|
839
$48.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
13.9K+ 141.0% |
$811K - $891K
|
23.7K
$1.38M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
939New |
$54.8K - $60.2K
|
939
$54.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-626- 34.76% |
$36.5K - $40.2K
|
1.18K
$68.2K
|
|
|
Apr 23, 2025
Q1 2025
|
E&G Advisors, LP
|
BUY
|
- |
110+ 1.56% |
$6.42K - $7.06K
|
7.17K
$416K
|
|
|
Apr 22, 2025
Q1 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
5.06K+ 5.54% |
$295K - $325K
|
96.3K
$5.59M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
97+ 2.8% |
$5.66K - $6.22K
|
3.56K
$207K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-136- 3.1% |
$7.94K - $8.73K
|
4.25K
$247K
|
|
|
Apr 22, 2025
Q1 2025
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-6.82K- 1.57% |
$398K - $438K
|
426K
$24.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-213- 0.48% |
$12.4K - $13.7K
|
44.2K
$2.57M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
7.41K+ 202.57% |
$432K - $475K
|
11.1K
$642K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
11+ 0.13% |
$642 - $706
|
8.49K
$493K
|
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
SELL
|
- |
-3.87K- 9.15% |
$226K - $248K
|
38.4K
$2.23M
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-709- 11.03% |
$41.4K - $45.5K
|
5.72K
$332K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-170- 0.7% |
$9.92K - $10.9K
|
24K
$1.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-188- 1.86% |
$11K - $12.1K
|
9.93K
$577K
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
187+ 0.73% |
$10.9K - $12K
|
25.8K
$1.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
4.2KNew |
$245K - $270K
|
4.2K
$244K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
153+ 0.23% |
$8.93K - $9.82K
|
65.3K
$3.79M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-4K- 17.48% |
$234K - $257K
|
18.9K
$1.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Melone Private Wealth, LLC
|
SELL
|
- |
-169- 1.84% |
$9.87K - $10.8K
|
9K
$523K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-9.1K- 55.96% |
$531K - $584K
|
7.16K
$416K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-3.14K- 6.39% |
$183K - $201K
|
46K
$2.67M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
478New |
$27.9K - $30.7K
|
478
$27.8K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-2.18K- 33.4% |
$127K - $140K
|
4.34K
$252K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
7.41K+ 246966.67% |
$433K - $475K
|
7.41K
$430K
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-517- 2.08% |
$30.2K - $33.2K
|
24.4K
$1.42M
|
|
| Q4 2024 | |||||||
|
Apr 29, 2025
Q4 2024
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
7.8KNew |
$465K - $498K
|
7.8K
$453K
|
|
|
Mar 06, 2025
Q4 2024
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
6.98KNew |
$416K - $446K
|
6.98K
$406K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-1.32K- 24.04% |
$78.8K - $84.6K
|
4.18K
$243K
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
4.18KNew |
$249K - $267K
|
4.18K
$243K
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-4.75K- 6.77% |
$283K - $304K
|
65.4K
$3.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.53K- 23.18% |
$91.4K - $98.1K
|
5.09K
$295K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-4.72K- 8.81% |
$281K - $302K
|
48.9K
$2.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
8.33K+ 9.73% |
$496K - $533K
|
94K
$5.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.4K+ 44.44% |
$143K - $153K
|
7.8K
$453K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
5.81KNew |
$346K - $371K
|
5.81K
$338K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-150- 0.11% |
$8.94K - $9.59K
|
140K
$8.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.02KNew |
$61K - $65.4K
|
1.02K
$59.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-400- 2.25% |
$23.8K - $25.6K
|
17.4K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-26- 14.94% |
$1.55K - $1.66K
|
148
$8.6K
|
|