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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.84KNew |
$109K - $117K
|
1.84K
$116K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.21K+ 8.05% |
$72.1K - $77.4K
|
16.2K
$1.03M
|
|
|
Feb 07, 2025
Q4 2024
|
Capital Management Corp
|
SELL
|
- |
-230- 6.29% |
$13.7K - $14.7K
|
3.43K
$216K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
5.03KNew |
$300K - $322K
|
5.03K
$318K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
35.9KNew |
$2.14M - $2.29M
|
35.9K
$2.27M
|
|
|
Feb 06, 2025
Q4 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
58.3K+ 8.5% |
$3.47M - $3.73M
|
744K
$47M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
SELL
|
- |
-18.1K- 21.7% |
$1.08M - $1.15M
|
65.2K
$4.12M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
16.4K+ 187.66% |
$978K - $1.05M
|
25.2K
$1.59M
|
|
|
Feb 06, 2025
Q4 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
1.55K+ 21.34% |
$92.5K - $99.2K
|
8.83K
$557K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
7.22KNew |
$430K - $462K
|
7.22K
$456K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.25K+ 17.04% |
$74.2K - $79.7K
|
8.56K
$541K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
8.82KNew |
$525K - $564K
|
8.82K
$557K
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-82- 0.62% |
$4.89K - $5.24K
|
13.1K
$828K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-283- 1.54% |
$16.9K - $18.1K
|
18.1K
$1.14M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
6.58KNew |
$392K - $421K
|
6.58K
$416K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
18.1K+ 1.78% |
$1.08M - $1.15M
|
1.03M
$65.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.68K- 8.66% |
$99.9K - $107K
|
17.7K
$1.12M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
645+ 167.53% |
$38.4K - $41.2K
|
1.03K
$65.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-623- 10.57% |
$37.1K - $39.8K
|
5.27K
$333K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
750New |
$44.7K - $47.9K
|
750
$47.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
5.25KNew |
$313K - $335K
|
5.25K
$331K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-2.47K- 4.79% |
$147K - $158K
|
49.1K
$3.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1.14K- 20.66% |
$68K - $73K
|
4.39K
$277K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
3.26K+ 5.11% |
$194K - $208K
|
67K
$4.23M
|
|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
5.7KNew |
$340K - $365K
|
5.7K
$360K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2.93K+ 42.3% |
$175K - $187K
|
9.85K
$622K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-9.24K- 36.24% |
$550K - $590K
|
16.3K
$1.03M
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
5.06KNew |
$301K - $323K
|
5.06K
$320K
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
BUY
|
- |
25+ 0.36% |
$1.49K - $1.6K
|
7.06K
$446K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
64+ 0.25% |
$3.81K - $4.09K
|
26K
$1.64M
|
|
|
Jan 23, 2025
Q4 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
833+ 0.92% |
$49.6K - $53.3K
|
91.3K
$5.77M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3K- 99.9% |
$179K - $192K
|
3
$190
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-295- 2.83% |
$17.6K - $18.9K
|
10.1K
$639K
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-31.7K- 88.14% |
$1.89M - $2.02M
|
4.26K
$269K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.19K- 4.92% |
$70.7K - $75.8K
|
22.9K
$1.45M
|
|
|
Jan 17, 2025
Q4 2024
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
4.76K+ 1.11% |
$283K - $304K
|
433K
$27.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-161- 1.86% |
$9.59K - $10.3K
|
8.48K
$536K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-2.35K- 8.61% |
$140K - $150K
|
24.9K
$1.57M
|
|
|
Jan 14, 2025
Q4 2024
|
Melone Private Wealth, LLC
|
SELL
|
- |
-42- 0.46% |
$2.5K - $2.69K
|
9.17K
$579K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
SELL
|
- |
-527- 1.23% |
$31.4K - $33.7K
|
42.2K
$2.67M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.93K+ 46.86% |
$115K - $123K
|
6.04K
$381K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
263+ 1.04% |
$15.7K - $16.8K
|
25.6K
$1.62M
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-556- 7.96% |
$33.1K - $35.5K
|
6.43K
$406K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3.66KNew |
$218K - $234K
|
3.66K
$231K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
14.8K+ 13.2% |
$803K - $888K
|
127K
$8.01M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
3.29KNew |
$179K - $198K
|
3.29K
$208K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-812- 15.05% |
$44.1K - $48.8K
|
4.58K
$290K
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
- |
5.93KNew |
$322K - $356K
|
5.93K
$374K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
27.4K+ 104.52% |
$1.49M - $1.65M
|
53.6K
$3.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.06K+ 24.41% |
$57.5K - $63.6K
|
5.4K
$341K
|
|