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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
147K+ 13.04% |
$7.77M - $9.44M
|
1.28M
$86.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
584+ 19.74% |
$30.8K - $37.4K
|
3.54K
$239K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
61New |
$3.21K - $3.9K
|
61
$4.11K
|
|
|
Aug 12, 2025
Q2 2025
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-3.46K- 16.59% |
$182K - $222K
|
17.4K
$1.17M
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
20.4K+ 94.91% |
$1.08M - $1.31M
|
41.9K
$2.83M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
9.88K+ 76.39% |
$520K - $632K
|
22.8K
$1.54M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-16.8K- 1.56% |
$885K - $1.08M
|
1.06M
$71.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
1+ 0.96% |
$52.7 - $64
|
105
$7.08K
|
|
|
Aug 11, 2025
Q2 2025
|
Advisor Resource Council
|
BUY
|
- |
7.32KNew |
$385K - $468K
|
7.32K
$493K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-338- 0.33% |
$17.8K - $21.6K
|
103K
$6.96M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
22.3K+ 5.27% |
$1.17M - $1.43M
|
445K
$30M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1+ 0.0% |
$52.7 - $64
|
93.9K
$6.33M
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
36.4K+ 15.11% |
$1.92M - $2.33M
|
277K
$18.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
1+ 0.05% |
$52.7 - $64
|
1.88K
$127K
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
402+ 5.18% |
$21.2K - $25.7K
|
8.17K
$551K
|
|
|
Aug 07, 2025
Q2 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
7.63K+ 9.59% |
$402K - $489K
|
87.3K
$5.88M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11+ 0.16% |
$579 - $704
|
6.75K
$455K
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-100- 0.28% |
$5.27K - $6.4K
|
35.1K
$2.37M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
414+ 2957.14% |
$21.8K - $26.5K
|
428
$28.9K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
4.65K+ 7.12% |
$245K - $298K
|
70K
$4.72M
|
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-619- 2.16% |
$32.6K - $39.6K
|
28K
$1.89M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
270+ 2.01% |
$14.2K - $17.3K
|
13.7K
$922K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.07K+ 29.03% |
$109K - $133K
|
9.21K
$621K
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-416K- 73.95% |
$21.9M - $26.6M
|
147K
$9.88M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-181- 15.4% |
$9.53K - $11.6K
|
994
$67K
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-131- 0.54% |
$6.9K - $8.39K
|
24.3K
$1.64M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-49.8K- 79.99% |
$2.62M - $3.19M
|
12.4K
$839K
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
5.11K+ 7.42% |
$269K - $327K
|
74K
$4.99M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
216+ 6.07% |
$11.4K - $13.8K
|
3.78K
$255K
|
|
|
Jul 29, 2025
Q2 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-1.3K- 16.66% |
$68.4K - $83.1K
|
6.5K
$438K
|
|
|
Jul 29, 2025
Q2 2025
|
Systelligence, LLC
|
BUY
|
- |
111KNew |
$5.86M - $7.12M
|
111K
$7.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
4.48KNew |
$236K - $287K
|
4.48K
$302K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
55+ 0.21% |
$2.9K - $3.52K
|
26.2K
$1.77M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
49+ 1.4% |
$2.58K - $3.14K
|
3.56K
$240K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.73K+ 13.58% |
$302K - $367K
|
47.9K
$3.23M
|
|
|
Jul 28, 2025
Q2 2025
|
Capital Management Corp
|
SELL
|
- |
-200- 5.84% |
$10.5K - $12.8K
|
3.23K
$217K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.05KNew |
$213K - $259K
|
4.05K
$273K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
28.5KNew |
$1.5M - $1.83M
|
28.5K
$1.92M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-53- 2.05% |
$2.79K - $3.39K
|
2.53K
$171K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.2K- 20.3% |
$63.4K - $77.1K
|
4.73K
$319K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-7.13K- 15.93% |
$376K - $456K
|
37.6K
$2.54M
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-240- 7.97% |
$12.6K - $15.4K
|
2.77K
$187K
|
|
|
Jul 23, 2025
Q2 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-1.23K- 24.65% |
$64.8K - $78.7K
|
3.76K
$253K
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-32- 0.39% |
$1.69K - $2.05K
|
8.13K
$548K
|
|
|
Jul 22, 2025
Q2 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
2.13K+ 2.21% |
$112K - $136K
|
98.4K
$6.64M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-3.39K- 14.26% |
$178K - $217K
|
20.4K
$1.37M
|
|
|
Jul 22, 2025
Q2 2025
|
Ifs Advisors, LLC
|
SELL
|
- |
-190- 3.75% |
$10K - $12.2K
|
4.87K
$329K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.77K- 4.71% |
$146K - $177K
|
56K
$3.78M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.83K- 9.69% |
$96.5K - $117K
|
17.1K
$1.15M
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-495- 4.98% |
$26.1K - $31.7K
|
9.44K
$636K
|