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 |
|---|---|---|---|---|---|---|---|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
15+ 0.31% |
$962 - $1.04K
|
4.8K
$324K
|
|
|
Oct 09, 2025
Q3 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
21+ 0.08% |
$1.35K - $1.46K
|
27.2K
$1.83M
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-53- 1.22% |
$3.4K - $3.68K
|
4.29K
$289K
|
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
183New |
$11.7K - $12.7K
|
183
$12.3K
|
|
|
Oct 09, 2025
Q3 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
2.9KNew |
$186K - $201K
|
2.9K
$196K
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
SELL
|
- |
-7.09K- 15.43% |
$455K - $492K
|
38.9K
$2.62M
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-91- 0.21% |
$5.84K - $6.31K
|
43.3K
$2.92M
|
|
|
Oct 06, 2025
Q3 2025
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-41- 0.01% |
$2.63K - $2.84K
|
452K
$30.5M
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-808- 22.41% |
$51.8K - $56.1K
|
2.8K
$189K
|
|
| Q2 2025 | |||||||
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.7K- 50.0% |
$195K - $237K
|
3.7K
$249K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
18.7K+ 298.65% |
$987K - $1.2M
|
25K
$1.69M
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
11.6KNew |
$609K - $740K
|
11.6K
$780K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
240+ 60.0% |
$12.6K - $15.4K
|
640
$43.1K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.49K- 19.59% |
$184K - $224K
|
14.3K
$966K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-52K- 5.27% |
$2.74M - $3.33M
|
934K
$63M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-13.3K- 11.63% |
$698K - $848K
|
101K
$6.79M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3+ 2.33% |
$158 - $192
|
132
$8.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-106- 0.87% |
$5.58K - $6.79K
|
12.1K
$815K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.03K+ 27.21% |
$475K - $578K
|
42.2K
$2.85M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-60- 0.57% |
$3.16K - $3.84K
|
10.5K
$708K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
54.4KNew |
$2.86M - $3.48M
|
54.4K
$3.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-17.4K- 83.57% |
$916K - $1.11M
|
3.42K
$231K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-48.2K- 92.23% |
$2.54M - $3.08M
|
4.06K
$274K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.69KNew |
$352K - $428K
|
6.69K
$451K
|
|
|
Aug 14, 2025
Q2 2025
|
Win Advisors, Inc
|
BUY
|
- |
140KNew |
$7.38M - $8.97M
|
140K
$9.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
51.8K+ 191.95% |
$2.73M - $3.32M
|
78.8K
$5.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-61.1K- 22.22% |
$3.22M - $3.91M
|
214K
$14.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-96- 2.02% |
$5.06K - $6.14K
|
4.65K
$313K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
4.75K+ 16.11% |
$250K - $304K
|
34.2K
$2.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-33- 0.32% |
$1.74K - $2.11K
|
10.4K
$703K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-611- 0.75% |
$32.2K - $39.1K
|
81K
$5.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
1+ 0.01% |
$52.7 - $64
|
10.9K
$736K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-29.3K- 49.46% |
$1.54M - $1.88M
|
30K
$2.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-177- 0.67% |
$9.32K - $11.3K
|
26.2K
$1.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
180+ 3.89% |
$9.48K - $11.5K
|
4.81K
$324K
|
|
|
Aug 14, 2025
Q2 2025
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
740+ 0.9% |
$39K - $47.4K
|
82.9K
$5.59M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
1.63K+ 3.19% |
$85.9K - $104K
|
52.8K
$3.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
19.1K+ 8.62% |
$1M - $1.22M
|
240K
$16.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-34.2K- 3.78% |
$1.8M - $2.19M
|
870K
$58.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
15.5K+ 16.42% |
$815K - $991K
|
110K
$7.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
24+ 0.27% |
$1.26K - $1.54K
|
8.95K
$604K
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
3.72KNew |
$196K - $238K
|
3.72K
$251K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
243+ 3.48% |
$12.8K - $15.6K
|
7.23K
$487K
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-163K- 6.74% |
$8.57M - $10.4M
|
2.25M
$152M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.03K+ 42.7% |
$317K - $386K
|
20.1K
$1.36M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-2- 0.03% |
$105 - $128
|
6.39K
$430K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.44K+ 19.47% |
$181K - $220K
|
21.1K
$1.42M
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
12+ 0.14% |
$632 - $768
|
8.51K
$573K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-281- 2.2% |
$14.8K - $18K
|
12.5K
$844K
|
|