Latest Institutional Purchases of Wisdomtree U.S. Largecap Fund (EPS)

EPS Quotes by TradingView

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
Jul 14, 2025 Q2 2025
Seek First Inc.

Campbell, CA
BUY
 -
40
+ 0.37%
$2.11K - $2.56K
11K $739K
Aug 13, 2025 Q2 2025
Jackson Creek Investment Advisors LLC

BUY
 -
24
+ 0.27%
$1.26K - $1.54K
8.95K $604K
Jul 14, 2025 Q2 2025
Optima Capital LLC

Portland, OR
BUY
 -
17
+ 0.33%
$895 - $1.09K
5.18K $349K
Aug 12, 2025 Q2 2025
Cornerstone Wealth Management, LLC

BUY
 -
12
+ 0.14%
$632 - $768
8.51K $573K
Aug 06, 2025 Q2 2025
Commonwealth Equity Services, LLC

BUY
 -
11
+ 0.16%
$579 - $704
6.75K $455K
Aug 14, 2025 Q2 2025
Smartleaf Asset Management LLC

Boston, MA
BUY
 -
3
+ 2.33%
$158 - $192
132 $8.9K
Jul 07, 2025 Q2 2025
Thurston, Springer, Miller, Herd & Titak, Inc.

Indianapolis, IN
BUY
 -
2
+ 0.42%
$105 - $128
480 $32.4K
Aug 14, 2025 Q2 2025
Essential Planning, Llc.

Portsmouth, NH
BUY
 -
1
+ 0.01%
$52.7 - $64
10.9K $736K
Aug 11, 2025 Q2 2025
Covestor LTD

Boston, MA
BUY
 -
1
+ 0.96%
$52.7 - $64
105 $7.08K
Aug 08, 2025 Q2 2025
Creative Planning

Overland Park, KS
BUY
 -
1
+ 0.0%
$52.7 - $64
93.9K $6.33M
Jul 08, 2025 Q2 2025
Melone Private Wealth, LLC

BUY
 -
1
+ 0.01%
$52.7 - $64
9K $607K
Aug 12, 2025 Q2 2025
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Q1 2025
Apr 29, 2025 Q1 2025
Garrett Wealth Advisory Group, LLC

BUY
 -
34.3K
+ 4.62%
$2.01M - $2.2M
779K $52.5M
May 14, 2025 Q1 2025
Jane Street Group, LLC

New York, NY
BUY
 -
13.6K
+ 267.01%
$792K - $870K
18.6K $1.26M
May 15, 2025 Q1 2025
Mariner, LLC

Overland Park, KS
BUY
 -
9.32K
New
$544K - $598K
9.32K $628K
Apr 30, 2025 Q1 2025
Cerity Partners LLC

New York, NY
BUY
 -
4.65K
New
$271K - $298K
4.65K $313K
Apr 14, 2025 Q1 2025
Simplicity Wealth,Llc

BUY
 -
4.2K
New
$245K - $270K
4.2K $283K
May 06, 2025 Q1 2025
Efficient Advisors, LLC

BUY
 -
3.94K
New
$230K - $253K
3.94K $265K
May 09, 2025 Q1 2025
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
2.69K
+ 228.41%
$157K - $173K
3.87K $261K
May 15, 2025 Q1 2025
Perennial Investment Advisors, LLC

Los Angeles, CA
BUY
 -
1.57K
+ 12.55%
$91.5K - $101K
14.1K $948K
May 12, 2025 Q1 2025
Jpmorgan Chase & CO

New York, NY
BUY
 -
941
+ 0.72%
$54.9K - $60.4K
132K $8.9M
Apr 24, 2025 Q1 2025
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
939
New
$54.8K - $60.2K
939 $63.3K
May 13, 2025 Q1 2025
Coldstream Capital Management Inc

BUY
 -
916
New
$53.5K - $58.8K
916 $61.8K
Apr 28, 2025 Q1 2025
Private Trust CO Na

BUY
 -
839
New
$49K - $53.8K
839 $56.6K
May 15, 2025 Q1 2025
Advisory Services Network, LLC

BUY
 -
256
+ 6.96%
$14.9K - $16.4K
3.94K $265K
May 14, 2025 Q1 2025
Main Street Group, LTD

Glen Allen, VA
BUY
 -
50
New
$2.92K - $3.21K
50 $3.37K
Q4 2024
Feb 13, 2025 Q4 2024
Stenger Family Office, LLC

Naperville, IL
BUY
 -
186K
New
$11.1M - $11.9M
186K $12.6M
Feb 13, 2025 Q4 2024
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
40.8K
New
$2.43M - $2.61M
40.8K $2.75M
Feb 13, 2025 Q4 2024
Defined Financial Planning LLC

San Rafael, CA
BUY
 -
17.2K
New
$1.03M - $1.1M
17.2K $1.16M
Feb 05, 2025 Q4 2024
Parkside Financial Bank & Trust

BUY
 -
8.82K
New
$525K - $564K
8.82K $594K
Feb 14, 2025 Q4 2024
Ifg Advisory, LLC

BUY
 -
5.81K
New
$346K - $371K
5.81K $392K
Jan 29, 2025 Q4 2024
Portfolio Design Labs, LLC

Encino, CA
BUY
 -
5.25K
New
$313K - $335K
5.25K $354K
Jan 24, 2025 Q4 2024
Alterna Wealth Management, Inc

Houston, TX
BUY
 -
5.06K
New
$301K - $323K
5.06K $341K
Feb 07, 2025 Q4 2024
Independent Advisor Alliance

BUY
 -
5.03K
New
$300K - $322K
5.03K $339K
Feb 10, 2025 Q4 2024
Envestnet Portfolio Solutions, Inc.

Berwyn, PA
BUY
 -
4.47K
New
$266K - $286K
4.47K $301K
Feb 25, 2025 Q4 2024
Armis Advisers, LLC

Atlanta, GA
BUY
 -
4.18K
New
$249K - $267K
4.18K $282K
Feb 14, 2025 Q4 2024
Mai Capital Management

BUY
 -
1.02K
New
$61K - $65.4K
1.02K $69K
Jan 29, 2025 Q4 2024
Stonebridge Financial Group, LLC

Wormleysburg, PA
BUY
 -
750
New
$44.7K - $47.9K
750 $50.6K
Aug 25, 2025 Q4 2024
Kovitz Investment Group Partners, LLC

BUY
 -
600
+ 0.43%
$35.7K - $38.4K
140K $9.44M
Feb 13, 2025 Q4 2024
Transce3nd, LLC

Kyle, TX
BUY
 -
268
New
$16K - $17.1K
268 $18.1K
Feb 14, 2025 Q4 2024
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
4
+ 0.29%
$238 - $256
1.37K $92.4K
Q3 2024
Nov 15, 2024 Q3 2024
M&T Bank Corp

BUY
 -
5.93K
New
$322K - $356K
5.93K $399K
Nov 14, 2024 Q3 2024
Old Mission Capital LLC

BUY
 -
4.5K
New
$244K - $270K
4.5K $303K
Nov 25, 2024 Q3 2024
Sanctuary Advisors, LLC

Indianapolis, IN
BUY
 -
3.29K
New
$179K - $198K
3.29K $222K
Nov 06, 2024 Q3 2024
Coastline Trust CO

BUY
 -
1.38K
New
$75K - $82.9K
1.38K $93K
Nov 14, 2024 Q3 2024
Comerica Bank

BUY
 -
1.01K
New
$54.9K - $60.7K
1.01K $68.2K
Oct 18, 2024 Q3 2024
Raymond James & Associates

St Petersburg, FL
BUY
 -
930
+ 7.88%
$50.5K - $55.8K
12.7K $859K
Oct 18, 2024 Q3 2024
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
290
+ 1.31%
$15.8K - $17.4K
22.4K $1.51M
Nov 14, 2024 Q3 2024
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
175
+ 26.52%
$9.51K - $10.5K
835 $56.3K

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