Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
SELL
|
- |
-7.09K- 15.43% |
$455K - $492K
|
38.9K
$2.68M
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.34K- 13.47% |
$85.6K - $92.6K
|
8.58K
$591K
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-808- 22.41% |
$51.8K - $56.1K
|
2.8K
$193K
|
|
|
Oct 17, 2025
Q3 2025
|
Melone Private Wealth, LLC
|
SELL
|
- |
-99- 1.1% |
$6.35K - $6.87K
|
8.9K
$614K
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-91- 0.21% |
$5.84K - $6.31K
|
43.3K
$2.98M
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-53- 1.22% |
$3.4K - $3.68K
|
4.29K
$296K
|
|
|
Oct 06, 2025
Q3 2025
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-41- 0.01% |
$2.63K - $2.84K
|
452K
$31.1M
|
|
| Q2 2025 | |||||||
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-416K- 73.95% |
$21.9M - $26.6M
|
147K
$10.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-163K- 6.74% |
$8.57M - $10.4M
|
2.25M
$155M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-61.1K- 22.22% |
$3.22M - $3.91M
|
214K
$14.7M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-52K- 5.27% |
$2.74M - $3.33M
|
934K
$64.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-49.8K- 79.99% |
$2.62M - $3.19M
|
12.4K
$858K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-48.2K- 92.23% |
$2.54M - $3.08M
|
4.06K
$280K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-34.2K- 3.78% |
$1.8M - $2.19M
|
870K
$60M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-29.3K- 49.46% |
$1.54M - $1.88M
|
30K
$2.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-17.4K- 83.57% |
$916K - $1.11M
|
3.42K
$236K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-16.8K- 1.56% |
$885K - $1.08M
|
1.06M
$73M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-13.3K- 11.63% |
$698K - $848K
|
101K
$6.94M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-7.13K- 15.93% |
$376K - $456K
|
37.6K
$2.6M
|
|
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.7K- 50.0% |
$195K - $237K
|
3.7K
$255K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.49K- 19.59% |
$184K - $224K
|
14.3K
$988K
|
|
|
Aug 12, 2025
Q2 2025
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-3.46K- 16.59% |
$182K - $222K
|
17.4K
$1.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-3.39K- 14.26% |
$178K - $217K
|
20.4K
$1.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.77K- 4.71% |
$146K - $177K
|
56K
$3.86M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.83K- 9.69% |
$96.5K - $117K
|
17.1K
$1.18M
|
|
|
Jul 29, 2025
Q2 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-1.3K- 16.66% |
$68.4K - $83.1K
|
6.5K
$448K
|
|
|
Jul 23, 2025
Q2 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-1.23K- 24.65% |
$64.8K - $78.7K
|
3.76K
$259K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.2K- 20.3% |
$63.4K - $77.1K
|
4.73K
$326K
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
SELL
|
- |
-977- 2.55% |
$51.4K - $62.5K
|
37.4K
$2.58M
|
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-619- 2.16% |
$32.6K - $39.6K
|
28K
$1.93M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-615- 8.3% |
$32.4K - $39.4K
|
6.8K
$469K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-611- 0.75% |
$32.2K - $39.1K
|
81K
$5.59M
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-495- 4.98% |
$26.1K - $31.7K
|
9.44K
$651K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-359- 3.25% |
$18.9K - $23K
|
10.7K
$738K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-338- 0.33% |
$17.8K - $21.6K
|
103K
$7.12M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-281- 2.2% |
$14.8K - $18K
|
12.5K
$863K
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-240- 7.97% |
$12.6K - $15.4K
|
2.77K
$191K
|
|
|
Jul 28, 2025
Q2 2025
|
Capital Management Corp
|
SELL
|
- |
-200- 5.84% |
$10.5K - $12.8K
|
3.23K
$222K
|
|
|
Jul 22, 2025
Q2 2025
|
Ifs Advisors, LLC
|
SELL
|
- |
-190- 3.75% |
$10K - $12.2K
|
4.87K
$336K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-181- 15.4% |
$9.53K - $11.6K
|
994
$68.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-177- 0.67% |
$9.32K - $11.3K
|
26.2K
$1.8M
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-131- 0.54% |
$6.9K - $8.39K
|
24.3K
$1.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-106- 0.87% |
$5.58K - $6.79K
|
12.1K
$833K
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-100- 0.28% |
$5.27K - $6.4K
|
35.1K
$2.42M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-96- 2.02% |
$5.06K - $6.14K
|
4.65K
$320K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-60- 0.57% |
$3.16K - $3.84K
|
10.5K
$724K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-53- 2.05% |
$2.79K - $3.39K
|
2.53K
$174K
|
|
|
Aug 14, 2025
Q2 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-33- 0.32% |
$1.74K - $2.11K
|
10.4K
$719K
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-32- 0.39% |
$1.69K - $2.05K
|
8.13K
$560K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-2- 0.03% |
$105 - $128
|
6.39K
$440K
|
|