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 |
|---|---|---|---|---|---|---|---|
|
Oct 09, 2025
Q3 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
2.9KNew |
$186K - $201K
|
2.9K
$196K
|
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
183New |
$11.7K - $12.7K
|
183
$12.3K
|
|
|
Oct 09, 2025
Q3 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
21+ 0.08% |
$1.35K - $1.46K
|
27.2K
$1.83M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
15+ 0.31% |
$962 - $1.04K
|
4.8K
$324K
|
|
| Q2 2025 | |||||||
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
147K+ 13.04% |
$7.77M - $9.44M
|
1.28M
$86.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Win Advisors, Inc
|
BUY
|
- |
140KNew |
$7.38M - $8.97M
|
140K
$9.44M
|
|
|
Jul 29, 2025
Q2 2025
|
Systelligence, LLC
|
BUY
|
- |
111KNew |
$5.86M - $7.12M
|
111K
$7.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
54.4KNew |
$2.86M - $3.48M
|
54.4K
$3.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
51.8K+ 191.95% |
$2.73M - $3.32M
|
78.8K
$5.32M
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
36.4K+ 15.11% |
$1.92M - $2.33M
|
277K
$18.7M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
28.5KNew |
$1.5M - $1.83M
|
28.5K
$1.92M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
22.3K+ 5.27% |
$1.17M - $1.43M
|
445K
$30M
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
20.4K+ 94.91% |
$1.08M - $1.31M
|
41.9K
$2.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
19.1K+ 8.62% |
$1M - $1.22M
|
240K
$16.2M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
18.7K+ 298.65% |
$987K - $1.2M
|
25K
$1.69M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
15.5K+ 16.42% |
$815K - $991K
|
110K
$7.4M
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
11.6KNew |
$609K - $740K
|
11.6K
$780K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
9.88K+ 76.39% |
$520K - $632K
|
22.8K
$1.54M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.03K+ 27.21% |
$475K - $578K
|
42.2K
$2.85M
|
|
|
Aug 07, 2025
Q2 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
7.63K+ 9.59% |
$402K - $489K
|
87.3K
$5.88M
|
|
|
Aug 11, 2025
Q2 2025
|
Advisor Resource Council
|
BUY
|
- |
7.32KNew |
$385K - $468K
|
7.32K
$493K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.69KNew |
$352K - $428K
|
6.69K
$451K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.03K+ 42.7% |
$317K - $386K
|
20.1K
$1.36M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.73K+ 13.58% |
$302K - $367K
|
47.9K
$3.23M
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
5.11K+ 7.42% |
$269K - $327K
|
74K
$4.99M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
4.75K+ 16.11% |
$250K - $304K
|
34.2K
$2.31M
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
4.65K+ 7.12% |
$245K - $298K
|
70K
$4.72M
|
|
|
Jul 29, 2025
Q2 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
4.48KNew |
$236K - $287K
|
4.48K
$302K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.05KNew |
$213K - $259K
|
4.05K
$273K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
3.72KNew |
$196K - $238K
|
3.72K
$251K
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
3.72KNew |
$196K - $238K
|
3.72K
$251K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.44K+ 19.47% |
$181K - $220K
|
21.1K
$1.42M
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
3.19KNew |
$168K - $204K
|
3.19K
$215K
|
|
|
Jul 22, 2025
Q2 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
2.13K+ 2.21% |
$112K - $136K
|
98.4K
$6.64M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.07K+ 29.03% |
$109K - $133K
|
9.21K
$621K
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
1.63K+ 3.19% |
$85.9K - $104K
|
52.8K
$3.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
740+ 0.9% |
$39K - $47.4K
|
82.9K
$5.59M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
587+ 2.44% |
$30.9K - $37.6K
|
24.6K
$1.66M
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
584+ 19.74% |
$30.8K - $37.4K
|
3.54K
$239K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
414+ 2957.14% |
$21.8K - $26.5K
|
428
$28.9K
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
402+ 5.18% |
$21.2K - $25.7K
|
8.17K
$551K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
270+ 2.01% |
$14.2K - $17.3K
|
13.7K
$922K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
243+ 3.48% |
$12.8K - $15.6K
|
7.23K
$487K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
240+ 60.0% |
$12.6K - $15.4K
|
640
$43.1K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
216+ 6.07% |
$11.4K - $13.8K
|
3.78K
$255K
|
|
|
Aug 14, 2025
Q2 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
180+ 3.89% |
$9.48K - $11.5K
|
4.81K
$324K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
61New |
$3.21K - $3.9K
|
61
$4.11K
|
|
|
Jul 14, 2025
Q2 2025
|
E&G Advisors, LP
|
BUY
|
- |
60+ 0.84% |
$3.16K - $3.84K
|
7.23K
$487K
|
|
|
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
|
|