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 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-6.45K- 17.96% |
$376K - $414K
|
29.5K
$1.89M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
20K+ 21.26% |
$1.17M - $1.28M
|
114K
$7.33M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-29- 0.24% |
$1.69K - $1.86K
|
12.2K
$784K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-649- 4.78% |
$37.9K - $41.6K
|
12.9K
$831K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.12K+ 61.25% |
$65.6K - $72.1K
|
2.96K
$190K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
941+ 0.72% |
$54.9K - $60.4K
|
132K
$8.49M
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
13+ 14.29% |
$759 - $834
|
104
$6.69K
|
|
|
May 12, 2025
Q1 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
13+ 0.2% |
$759 - $834
|
6.39K
$411K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
28.6KNew |
$1.67M - $1.84M
|
28.6K
$1.84M
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
14.3K+ 197.98% |
$834K - $917K
|
21.5K
$1.38M
|
|
|
May 09, 2025
Q1 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
79.6KNew |
$4.65M - $5.11M
|
79.6K
$5.12M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.69K+ 228.41% |
$157K - $173K
|
3.87K
$249K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.26K- 15.69% |
$73.3K - $80.5K
|
6.74K
$434K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-341- 6.71% |
$19.9K - $21.9K
|
4.74K
$305K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-6.26K- 18.81% |
$365K - $401K
|
27K
$1.74M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
181+ 0.7% |
$10.6K - $11.6K
|
26.2K
$1.68M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
13.4KNew |
$783K - $860K
|
13.4K
$862K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
53+ 2.09% |
$3.09K - $3.4K
|
2.58K
$166K
|
|
|
May 08, 2025
Q1 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-730K- 98.53% |
$42.6M - $46.9M
|
10.9K
$702K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-100- 0.28% |
$5.84K - $6.42K
|
35.2K
$2.26M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
8.81K+ 26.39% |
$515K - $565K
|
42.2K
$2.71M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-641- 61.58% |
$37.4K - $41.1K
|
400
$25.7K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
50.2K+ 4.64% |
$2.93M - $3.22M
|
1.13M
$72.7M
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
3.94KNew |
$230K - $253K
|
3.94K
$253K
|
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-5.49K- 96.3% |
$321K - $352K
|
211
$13.6K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
12.7K+ 13.94% |
$740K - $813K
|
104K
$6.66M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.63K- 0.62% |
$154K - $169K
|
423K
$27.2M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-18K- 71.64% |
$1.05M - $1.16M
|
7.14K
$459K
|
|
|
May 05, 2025
Q1 2025
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
105+ 1.19% |
$6.13K - $6.74K
|
8.93K
$574K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
40.6K+ 3.92% |
$2.37M - $2.6M
|
1.07M
$69.1M
|
|
|
May 01, 2025
Q1 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-280- 5.31% |
$16.3K - $18K
|
4.99K
$321K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.87K+ 2.78% |
$109K - $120K
|
68.9K
$4.43M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.51KNew |
$205K - $225K
|
3.51K
$226K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
851+ 82.62% |
$49.7K - $54.6K
|
1.88K
$121K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-2.46K- 0.94% |
$144K - $158K
|
261K
$16.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.65KNew |
$271K - $298K
|
4.65K
$299K
|
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
34.3K+ 4.62% |
$2.01M - $2.2M
|
779K
$50.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
39.4K+ 172.45% |
$2.3M - $2.53M
|
62.2K
$4M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
38.2K+ 580.04% |
$2.23M - $2.45M
|
44.8K
$2.88M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
839New |
$49K - $53.8K
|
839
$53.9K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
939New |
$54.8K - $60.2K
|
939
$60.4K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
13.9K+ 141.0% |
$811K - $891K
|
23.7K
$1.53M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-626- 34.76% |
$36.5K - $40.2K
|
1.18K
$75.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-6.82K- 1.57% |
$398K - $438K
|
426K
$27.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-213- 0.48% |
$12.4K - $13.7K
|
44.2K
$2.85M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-136- 3.1% |
$7.94K - $8.73K
|
4.25K
$273K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
97+ 2.8% |
$5.66K - $6.22K
|
3.56K
$229K
|
|
|
Apr 22, 2025
Q1 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
5.06K+ 5.54% |
$295K - $325K
|
96.3K
$6.19M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
7.41K+ 202.57% |
$432K - $475K
|
11.1K
$711K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
11+ 0.13% |
$642 - $706
|
8.49K
$546K
|