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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
E&G Advisors, LP
|
BUY
|
- |
60+ 0.84% |
$3.16K - $3.84K
|
7.23K
$465K
|
|
|
Jul 14, 2025
Q2 2025
|
Seek First Inc.
Campbell, CA |
BUY
|
- |
40+ 0.37% |
$2.11K - $2.56K
|
11K
$704K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
3.72KNew |
$196K - $238K
|
3.72K
$239K
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
17+ 0.33% |
$895 - $1.09K
|
5.18K
$333K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
587+ 2.44% |
$30.9K - $37.6K
|
24.6K
$1.58M
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
SELL
|
- |
-977- 2.55% |
$51.4K - $62.5K
|
37.4K
$2.41M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-36- 0.08% |
$1.9K - $2.3K
|
46K
$2.96M
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.35K+ 5.23% |
$71K - $86.3K
|
27.1K
$1.75M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4.79KNew |
$252K - $306K
|
4.79K
$308K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-615- 8.3% |
$32.4K - $39.4K
|
6.8K
$437K
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
3.19KNew |
$168K - $204K
|
3.19K
$205K
|
|
|
Jul 08, 2025
Q2 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
1+ 0.01% |
$52.7 - $64
|
9K
$579K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2+ 0.42% |
$105 - $128
|
480
$30.9K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-1.32K- 26.77% |
$69.4K - $84.4K
|
3.61K
$232K
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
13.5K+ 2158.88% |
$788K - $866K
|
14.1K
$908K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
155K+ 38.17% |
$9.08M - $9.97M
|
563K
$36.2M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.57K+ 12.55% |
$91.5K - $101K
|
14.1K
$904K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
13.1K+ 1.35% |
$765K - $841K
|
986K
$63.4M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
77.9K+ 39.59% |
$4.55M - $5M
|
275K
$17.7M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
13K+ 167.01% |
$760K - $835K
|
20.8K
$1.34M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
256+ 6.96% |
$14.9K - $16.4K
|
3.94K
$253K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-24- 16.22% |
$1.4K - $1.54K
|
124
$7.97K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-341K- 27.37% |
$19.9M - $21.9M
|
904K
$58.1M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
183+ 0.7% |
$10.7K - $11.7K
|
26.3K
$1.69M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9.32KNew |
$544K - $598K
|
9.32K
$599K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
2.22K+ 4.54% |
$130K - $142K
|
51.1K
$3.29M
|
|
|
May 15, 2025
Q1 2025
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
576+ 0.71% |
$33.6K - $37K
|
82.2K
$5.28M
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
4.63KNew |
$270K - $297K
|
4.63K
$298K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.29K+ 18.59% |
$542K - $596K
|
59.3K
$3.81M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.72K- 1.8% |
$101K - $110K
|
93.9K
$6.04M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
33.2KNew |
$1.94M - $2.13M
|
33.2K
$2.13M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
82.9K+ 730.57% |
$4.84M - $5.32M
|
94.3K
$6.06M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.21K+ 12.91% |
$70.5K - $77.5K
|
10.6K
$680K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
16.5K+ 8.07% |
$964K - $1.06M
|
221K
$14.2M
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
6+ 0.03% |
$350 - $385
|
20.9K
$1.34M
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
50New |
$2.92K - $3.21K
|
50
$3.22K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
25+ 24.04% |
$1.46K - $1.6K
|
129
$8.29K
|
|
|
May 14, 2025
Q1 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-2.65K- 20.24% |
$155K - $170K
|
10.5K
$672K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
154K+ 6.82% |
$9M - $9.9M
|
2.41M
$155M
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-1.17K- 27.94% |
$68.2K - $74.9K
|
3.01K
$194K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
13.6K+ 267.01% |
$792K - $870K
|
18.6K
$1.2M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
48.4K+ 1269.2% |
$2.83M - $3.11M
|
52.2K
$3.36M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-631- 0.45% |
$36.8K - $40.5K
|
139K
$8.97M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-3.41K- 5.49% |
$199K - $219K
|
58.8K
$3.78M
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.1K+ 16.42% |
$63.9K - $70.3K
|
7.77K
$499K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-66- 0.08% |
$3.85K - $4.23K
|
81.7K
$5.25M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
916New |
$53.5K - $58.8K
|
916
$58.9K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
17.8KNew |
$1.04M - $1.14M
|
17.8K
$1.15M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-136- 1.05% |
$7.94K - $8.73K
|
12.8K
$823K
|
|