Latest Institutional Purchases of Wisdomtree U.S. Largecap Fund (EPS)
This list provides information on the latest institutional transactions involving Wisdomtree U.S. Largecap Fund (EPS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
5.7KNew |
$340K - $365K
|
5.7K
$362K
|
|
|
Jan 29, 2025
Q4 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
5.25KNew |
$313K - $335K
|
5.25K
$333K
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
5.06KNew |
$301K - $323K
|
5.06K
$321K
|
|
|
Jan 17, 2025
Q4 2024
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
4.76K+ 1.11% |
$283K - $304K
|
433K
$27.5M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3.66KNew |
$218K - $234K
|
3.66K
$232K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
3.26K+ 5.11% |
$194K - $208K
|
67K
$4.26M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2.93K+ 42.3% |
$175K - $187K
|
9.85K
$626K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.93K+ 46.86% |
$115K - $123K
|
6.04K
$383K
|
|
|
Jan 23, 2025
Q4 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
833+ 0.92% |
$49.6K - $53.3K
|
91.3K
$5.79M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
750New |
$44.7K - $47.9K
|
750
$47.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
645+ 167.53% |
$38.4K - $41.2K
|
1.03K
$65.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
263+ 1.04% |
$15.7K - $16.8K
|
25.6K
$1.63M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
64+ 0.25% |
$3.81K - $4.09K
|
26K
$1.65M
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
BUY
|
- |
25+ 0.36% |
$1.49K - $1.6K
|
7.06K
$448K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
431K+ 25.29% |
$23.4M - $25.9M
|
2.13M
$136M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
232KNew |
$12.6M - $13.9M
|
232K
$14.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
140KNew |
$7.62M - $8.42M
|
140K
$8.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
70.1KNew |
$3.81M - $4.21M
|
70.1K
$4.45M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
47.1K+ 4.59% |
$2.56M - $2.83M
|
1.07M
$68.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Win Advisors, Inc
|
BUY
|
- |
29.1KNew |
$1.58M - $1.75M
|
29.1K
$1.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
27.4K+ 104.52% |
$1.49M - $1.65M
|
53.6K
$3.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
25.8K+ 2.68% |
$1.4M - $1.55M
|
992K
$63M
|
|
|
Oct 31, 2024
Q3 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
21.5K+ 3.23% |
$1.17M - $1.29M
|
686K
$43.5M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
14.8K+ 13.2% |
$803K - $888K
|
127K
$8.05M
|
|
|
Nov 08, 2024
Q3 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
13.2KNew |
$717K - $792K
|
13.2K
$838K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
11.8K+ 675.64% |
$641K - $708K
|
13.5K
$859K
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
9.45KNew |
$513K - $567K
|
9.45K
$600K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
9.41K+ 12.34% |
$511K - $565K
|
85.7K
$5.44M
|
|
|
Nov 04, 2024
Q3 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
7.27KNew |
$395K - $437K
|
7.27K
$462K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
6.09KNew |
$331K - $366K
|
6.09K
$387K
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
- |
5.93KNew |
$322K - $356K
|
5.93K
$376K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.82K+ 1.38% |
$316K - $349K
|
428K
$27.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
4.5KNew |
$244K - $270K
|
4.5K
$285K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.71K+ 103.03% |
$202K - $223K
|
7.31K
$464K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.44K+ 1.73% |
$187K - $206K
|
202K
$12.8M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
3.29KNew |
$179K - $198K
|
3.29K
$209K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.03K+ 11.83% |
$165K - $182K
|
28.6K
$1.82M
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.13K+ 48.52% |
$116K - $128K
|
6.52K
$414K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.99K+ 29.35% |
$108K - $119K
|
8.75K
$555K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
1.38KNew |
$75K - $82.9K
|
1.38K
$87.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.37KNew |
$74.3K - $82.1K
|
1.37K
$86.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.06K+ 24.41% |
$57.5K - $63.6K
|
5.4K
$343K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
1.01KNew |
$54.9K - $60.7K
|
1.01K
$64.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
930+ 7.88% |
$50.5K - $55.8K
|
12.7K
$809K
|
|
|
Nov 13, 2024
Q3 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
753+ 0.93% |
$40.9K - $45.2K
|
81.5K
$5.17M
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
746+ 4.23% |
$40.5K - $44.8K
|
18.4K
$1.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
694+ 7.51% |
$37.7K - $41.7K
|
9.94K
$631K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
671+ 17.52% |
$36.5K - $40.3K
|
4.5K
$286K
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
556+ 9.09% |
$30.2K - $33.4K
|
6.67K
$423K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
372+ 1.52% |
$20.2K - $22.3K
|
24.8K
$1.58M
|
|