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 |
|---|---|---|---|---|---|---|---|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-1.32K- 26.77% |
$69.4K - $84.4K
|
3.61K
$232K
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
SELL
|
- |
-977- 2.55% |
$51.4K - $62.5K
|
37.4K
$2.41M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-615- 8.3% |
$32.4K - $39.4K
|
6.8K
$437K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-36- 0.08% |
$1.9K - $2.3K
|
46K
$2.96M
|
|
| Q1 2025 | |||||||
|
May 08, 2025
Q1 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-730K- 98.53% |
$42.6M - $46.9M
|
10.9K
$702K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-341K- 27.37% |
$19.9M - $21.9M
|
904K
$58.1M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-18K- 71.64% |
$1.05M - $1.16M
|
7.14K
$459K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-9.1K- 55.96% |
$531K - $584K
|
7.16K
$460K
|
|
|
Apr 22, 2025
Q1 2025
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-6.82K- 1.57% |
$398K - $438K
|
426K
$27.4M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-6.45K- 17.96% |
$376K - $414K
|
29.5K
$1.89M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-6.26K- 18.81% |
$365K - $401K
|
27K
$1.74M
|
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-5.49K- 96.3% |
$321K - $352K
|
211
$13.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-4K- 17.48% |
$234K - $257K
|
18.9K
$1.22M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-3.41K- 5.49% |
$199K - $219K
|
58.8K
$3.78M
|
|
|
May 14, 2025
Q1 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-2.65K- 20.24% |
$155K - $170K
|
10.5K
$672K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.63K- 0.62% |
$154K - $169K
|
423K
$27.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-2.46K- 0.94% |
$144K - $158K
|
261K
$16.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-2.18K- 33.4% |
$127K - $140K
|
4.34K
$279K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.72K- 1.8% |
$101K - $110K
|
93.9K
$6.04M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.26K- 15.69% |
$73.3K - $80.5K
|
6.74K
$434K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-1.17K- 27.94% |
$68.2K - $74.9K
|
3.01K
$194K
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-709- 11.03% |
$41.4K - $45.5K
|
5.72K
$368K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-649- 4.78% |
$37.9K - $41.6K
|
12.9K
$831K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-641- 61.58% |
$37.4K - $41.1K
|
400
$25.7K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-631- 0.45% |
$36.8K - $40.5K
|
139K
$8.97M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-626- 34.76% |
$36.5K - $40.2K
|
1.18K
$75.6K
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-517- 2.08% |
$30.2K - $33.2K
|
24.4K
$1.57M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-341- 6.71% |
$19.9K - $21.9K
|
4.74K
$305K
|
|
|
May 01, 2025
Q1 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-280- 5.31% |
$16.3K - $18K
|
4.99K
$321K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-213- 0.48% |
$12.4K - $13.7K
|
44.2K
$2.85M
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-188- 1.86% |
$11K - $12.1K
|
9.93K
$639K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-136- 1.05% |
$7.94K - $8.73K
|
12.8K
$823K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-136- 3.1% |
$7.94K - $8.73K
|
4.25K
$273K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-100- 0.28% |
$5.84K - $6.42K
|
35.2K
$2.26M
|
|
|
Jun 12, 2025
Q1 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-73- 1.39% |
$4.26K - $4.68K
|
5.17K
$332K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-66- 0.08% |
$3.85K - $4.23K
|
81.7K
$5.25M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-29- 0.24% |
$1.69K - $1.86K
|
12.2K
$784K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-24- 16.22% |
$1.4K - $1.54K
|
124
$7.97K
|
|
| Q4 2024 | |||||||
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-31.7K- 88.14% |
$1.89M - $2.02M
|
4.26K
$274K
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-4.75K- 6.77% |
$283K - $304K
|
65.4K
$4.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.68K- 8.66% |
$99.9K - $107K
|
17.7K
$1.14M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-803- 17.84% |
$47.8K - $51.3K
|
3.7K
$238K
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-400- 2.25% |
$23.8K - $25.6K
|
17.4K
$1.12M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-283- 1.54% |
$16.9K - $18.1K
|
18.1K
$1.16M
|
|
|
Feb 07, 2025
Q4 2024
|
Capital Management Corp
|
SELL
|
- |
-230- 6.29% |
$13.7K - $14.7K
|
3.43K
$220K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-160- 2.63% |
$9.53K - $10.2K
|
5.93K
$381K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-668- 6.31% |
$36.3K - $40.1K
|
9.91K
$637K
|
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-411- 5.41% |
$22.3K - $24.7K
|
7.19K
$462K
|
|
|
Nov 13, 2024
Q3 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-95- 0.87% |
$5.16K - $5.7K
|
10.8K
$694K
|
|
| Q2 2024 | |||||||
|
Jul 01, 2024
Q2 2024
|
Moller Financial Services
|
SELL
|
- |
-464- 11.06% |
$24.6K - $26.4K
|
3.73K
$240K
|
|