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 |
|---|---|---|---|---|---|---|---|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
155K+ 38.17% |
$9.08M - $9.97M
|
563K
$33.9M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
154K+ 6.82% |
$9M - $9.9M
|
2.41M
$145M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
82.9K+ 730.57% |
$4.84M - $5.32M
|
94.3K
$5.68M
|
|
|
May 09, 2025
Q1 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
79.6KNew |
$4.65M - $5.11M
|
79.6K
$4.79M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
77.9K+ 39.59% |
$4.55M - $5M
|
275K
$16.5M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
50.2K+ 4.64% |
$2.93M - $3.22M
|
1.13M
$68.1M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
48.4K+ 1269.2% |
$2.83M - $3.11M
|
52.2K
$3.15M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
40.6K+ 3.92% |
$2.37M - $2.6M
|
1.07M
$64.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
39.4K+ 172.45% |
$2.3M - $2.53M
|
62.2K
$3.75M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
38.2K+ 580.04% |
$2.23M - $2.45M
|
44.8K
$2.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
34.3K+ 4.62% |
$2.01M - $2.2M
|
779K
$46.9M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
33.2KNew |
$1.94M - $2.13M
|
33.2K
$2M
|
|
|
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
$1.72M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
20K+ 21.26% |
$1.17M - $1.28M
|
114K
$6.86M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
17.8KNew |
$1.04M - $1.14M
|
17.8K
$1.07M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
16.5K+ 8.07% |
$964K - $1.06M
|
221K
$13.3M
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
14.3K+ 197.98% |
$834K - $917K
|
21.5K
$1.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
13.9K+ 141.0% |
$811K - $891K
|
23.7K
$1.43M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
13.6K+ 267.01% |
$792K - $870K
|
18.6K
$1.12M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
13.4KNew |
$783K - $860K
|
13.4K
$807K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
13.1K+ 1.35% |
$765K - $841K
|
986K
$59.4M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
13K+ 167.01% |
$760K - $835K
|
20.8K
$1.25M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
12.7K+ 13.94% |
$740K - $813K
|
104K
$6.24M
|
|
|
May 13, 2025
Q1 2025
|
Seek First Inc.
Campbell, CA |
BUY
|
- |
10.9KNew |
$637K - $700K
|
10.9K
$657K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9.32KNew |
$544K - $598K
|
9.32K
$561K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.29K+ 18.59% |
$542K - $596K
|
59.3K
$3.57M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
8.81K+ 26.39% |
$515K - $565K
|
42.2K
$2.54M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
7.41K+ 246966.67% |
$433K - $475K
|
7.41K
$446K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
7.41K+ 202.57% |
$432K - $475K
|
11.1K
$666K
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
7.36KNew |
$429K - $472K
|
7.36K
$443K
|
|
|
Apr 22, 2025
Q1 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
5.06K+ 5.54% |
$295K - $325K
|
96.3K
$5.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.65KNew |
$271K - $298K
|
4.65K
$280K
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
4.63KNew |
$270K - $297K
|
4.63K
$279K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
4.2KNew |
$245K - $270K
|
4.2K
$253K
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
3.94KNew |
$230K - $253K
|
3.94K
$237K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.51KNew |
$205K - $225K
|
3.51K
$211K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.69K+ 228.41% |
$157K - $173K
|
3.87K
$233K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
2.22K+ 4.54% |
$130K - $142K
|
51.1K
$3.08M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.87K+ 2.78% |
$109K - $120K
|
68.9K
$4.15M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.57K+ 12.55% |
$91.5K - $101K
|
14.1K
$847K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.21K+ 12.91% |
$70.5K - $77.5K
|
10.6K
$636K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.12K+ 61.25% |
$65.6K - $72.1K
|
2.96K
$178K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.1K+ 16.42% |
$63.9K - $70.3K
|
7.77K
$468K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
941+ 0.72% |
$54.9K - $60.4K
|
132K
$7.95M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
939New |
$54.8K - $60.2K
|
939
$56.5K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
916New |
$53.5K - $58.8K
|
916
$55.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
851+ 82.62% |
$49.7K - $54.6K
|
1.88K
$113K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
839New |
$49K - $53.8K
|
839
$50.5K
|
|
|
May 15, 2025
Q1 2025
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
576+ 0.71% |
$33.6K - $37K
|
82.2K
$4.95M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
478New |
$27.9K - $30.7K
|
478
$28.8K
|