Purchases and Sales Made in Q2 2025 in Wisdomtree U.S. Largecap Fund (EPS)
This table provides information about the institutional ownership of Wisdomtree U.S. Largecap Fund (EPS) during Q2 2025. The information is specifically focused on institutions that hold shares of WISDOMTREE U.S. LARGECAP FUND .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-13.3K- 11.63% |
$698K - $848K
|
101K
$6.79M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-16.8K- 1.56% |
$885K - $1.08M
|
1.06M
$71.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-17.4K- 83.57% |
$916K - $1.11M
|
3.42K
$231K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-29.3K- 49.46% |
$1.54M - $1.88M
|
30K
$2.02M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-34.2K- 3.78% |
$1.8M - $2.19M
|
870K
$58.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-48.2K- 92.23% |
$2.54M - $3.08M
|
4.06K
$274K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-49.8K- 79.99% |
$2.62M - $3.19M
|
12.4K
$839K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-52K- 5.27% |
$2.74M - $3.33M
|
934K
$63M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-61.1K- 22.22% |
$3.22M - $3.91M
|
214K
$14.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-163K- 6.74% |
$8.57M - $10.4M
|
2.25M
$152M
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-416K- 73.95% |
$21.9M - $26.6M
|
147K
$9.88M
|