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 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-359- 3.25% |
$18.9K - $23K
|
10.7K
$722K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
3.72KNew |
$196K - $238K
|
3.72K
$251K
|
|
|
Jul 14, 2025
Q2 2025
|
Seek First Inc.
Campbell, CA |
BUY
|
- |
40+ 0.37% |
$2.11K - $2.56K
|
11K
$739K
|
|
|
Jul 14, 2025
Q2 2025
|
E&G Advisors, LP
|
BUY
|
- |
60+ 0.84% |
$3.16K - $3.84K
|
7.23K
$487K
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
17+ 0.33% |
$895 - $1.09K
|
5.18K
$349K
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
SELL
|
- |
-977- 2.55% |
$51.4K - $62.5K
|
37.4K
$2.52M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
587+ 2.44% |
$30.9K - $37.6K
|
24.6K
$1.66M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-615- 8.3% |
$32.4K - $39.4K
|
6.8K
$458K
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
3.19KNew |
$168K - $204K
|
3.19K
$215K
|
|
|
Jul 08, 2025
Q2 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
1+ 0.01% |
$52.7 - $64
|
9K
$607K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2+ 0.42% |
$105 - $128
|
480
$32.4K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-24- 16.22% |
$1.4K - $1.54K
|
124
$8.36K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
256+ 6.96% |
$14.9K - $16.4K
|
3.94K
$265K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.57K+ 12.55% |
$91.5K - $101K
|
14.1K
$948K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9.32KNew |
$544K - $598K
|
9.32K
$628K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
13.6K+ 267.01% |
$792K - $870K
|
18.6K
$1.26M
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
50New |
$2.92K - $3.21K
|
50
$3.37K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
916New |
$53.5K - $58.8K
|
916
$61.8K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
941+ 0.72% |
$54.9K - $60.4K
|
132K
$8.9M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.69K+ 228.41% |
$157K - $173K
|
3.87K
$261K
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
3.94KNew |
$230K - $253K
|
3.94K
$265K
|
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-5.49K- 96.3% |
$321K - $352K
|
211
$14.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.65KNew |
$271K - $298K
|
4.65K
$313K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-2.46K- 0.94% |
$144K - $158K
|
261K
$17.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
34.3K+ 4.62% |
$2.01M - $2.2M
|
779K
$52.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
839New |
$49K - $53.8K
|
839
$56.6K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
939New |
$54.8K - $60.2K
|
939
$63.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-136- 3.1% |
$7.94K - $8.73K
|
4.25K
$286K
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-709- 11.03% |
$41.4K - $45.5K
|
5.72K
$386K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
4.2KNew |
$245K - $270K
|
4.2K
$283K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-9.1K- 55.96% |
$531K - $584K
|
7.16K
$483K
|
|
| Q4 2024 | |||||||
|
Aug 25, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
600+ 0.43% |
$35.7K - $38.4K
|
140K
$9.44M
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
4.18KNew |
$249K - $267K
|
4.18K
$282K
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-4.75K- 6.77% |
$283K - $304K
|
65.4K
$4.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
5.81KNew |
$346K - $371K
|
5.81K
$392K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.02KNew |
$61K - $65.4K
|
1.02K
$69K
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-400- 2.25% |
$23.8K - $25.6K
|
17.4K
$1.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
4+ 0.29% |
$238 - $256
|
1.37K
$92.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Stenger Family Office, LLC
Naperville, IL |
BUY
|
- |
186KNew |
$11.1M - $11.9M
|
186K
$12.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
268New |
$16K - $17.1K
|
268
$18.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
40.8KNew |
$2.43M - $2.61M
|
40.8K
$2.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
17.2KNew |
$1.03M - $1.1M
|
17.2K
$1.16M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.47KNew |
$266K - $286K
|
4.47K
$301K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
5.03KNew |
$300K - $322K
|
5.03K
$339K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
8.82KNew |
$525K - $564K
|
8.82K
$594K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-283- 1.54% |
$16.9K - $18.1K
|
18.1K
$1.22M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
750New |
$44.7K - $47.9K
|
750
$50.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
5.25KNew |
$313K - $335K
|
5.25K
$354K
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
5.06KNew |
$301K - $323K
|
5.06K
$341K
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-31.7K- 88.14% |
$1.89M - $2.02M
|
4.26K
$287K
|
|