Purchases and Sales Made in Q3 2025 in Wisdomtree U.S. Largecap Fund (EPS)
This table provides information about the institutional ownership of Wisdomtree U.S. Largecap Fund (EPS) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
New Square Capital LLC
|
BUY
|
- |
245+ 0.35% |
$15.7K - $17K
|
70.2K
$4.89M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
207New |
$13.3K - $14.4K
|
207
$14.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
200New |
$12.8K - $13.9K
|
200
$13.9K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
193+ 5.19% |
$12.4K - $13.4K
|
3.92K
$272K
|
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
183New |
$11.7K - $12.7K
|
183
$12.7K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
176+ 2.07% |
$11.3K - $12.2K
|
8.68K
$604K
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
116+ 2.0% |
$7.44K - $8.05K
|
5.93K
$412K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
69+ 0.55% |
$4.43K - $4.79K
|
12.6K
$876K
|
|
|
Oct 20, 2025
Q3 2025
|
E&G Advisors, LP
|
BUY
|
- |
50+ 0.69% |
$3.21K - $3.47K
|
7.28K
$506K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
44+ 4.3% |
$2.82K - $3.05K
|
1.07K
$74.3K
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
37+ 0.32% |
$2.37K - $2.57K
|
11.6K
$807K
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
31+ 0.02% |
$1.99K - $2.15K
|
140K
$9.71M
|
|
|
Oct 09, 2025
Q3 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
21+ 0.08% |
$1.35K - $1.46K
|
27.2K
$1.89M
|
|
|
Oct 27, 2025
Q3 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
17+ 0.33% |
$1.09K - $1.18K
|
5.2K
$362K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
15+ 0.31% |
$962 - $1.04K
|
4.8K
$334K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
9New |
$577 - $624
|
9
$626
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 0.01% |
$128 - $139
|
21.1K
$1.47M
|
|
|
Nov 12, 2025
Q3 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
1+ 0.03% |
$64.1 - $69.4
|
3.72K
$259K
|
|
|
Oct 28, 2025
Q3 2025
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
1+ 0.01% |
$64.1 - $69.4
|
10.9K
$760K
|
|
|
Nov 13, 2025
Q3 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-6- 0.09% |
$385 - $416
|
6.38K
$444K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-9- 8.57% |
$577 - $624
|
96
$6.68K
|
|
|
Nov 05, 2025
Q3 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-21- 0.66% |
$1.35K - $1.46K
|
3.17K
$221K
|
|
|
Nov 04, 2025
Q3 2025
|
Capital Management Corp
|
SELL
|
- |
-25- 0.78% |
$1.6K - $1.73K
|
3.2K
$223K
|
|
|
Oct 06, 2025
Q3 2025
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-41- 0.01% |
$2.63K - $2.84K
|
452K
$31.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-52- 0.77% |
$3.34K - $3.61K
|
6.75K
$469K
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-53- 1.22% |
$3.4K - $3.68K
|
4.29K
$298K
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-71- 1.99% |
$4.55K - $4.93K
|
3.49K
$243K
|
|
|
Nov 13, 2025
Q3 2025
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-89- 0.82% |
$5.71K - $6.17K
|
10.7K
$745K
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-91- 0.21% |
$5.84K - $6.31K
|
43.3K
$3.01M
|
|
|
Oct 17, 2025
Q3 2025
|
Melone Private Wealth, LLC
|
SELL
|
- |
-99- 1.1% |
$6.35K - $6.87K
|
8.9K
$619K
|
|
|
Nov 13, 2025
Q3 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-131- 1.26% |
$8.4K - $9.09K
|
10.3K
$716K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-150- 0.16% |
$9.62K - $10.4K
|
93.8K
$6.53M
|
|
|
Oct 21, 2025
Q3 2025
|
Coastline Trust CO
|
SELL
|
- |
-150- 10.87% |
$9.62K - $10.4K
|
1.23K
$85.6K
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-181- 0.32% |
$11.6K - $12.6K
|
55.8K
$3.88M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-211- 0.8% |
$13.5K - $14.6K
|
26K
$1.81M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-287- 4.29% |
$18.4K - $19.9K
|
6.4K
$446K
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-297- 1.22% |
$19K - $20.6K
|
24K
$1.67M
|
|
|
Oct 29, 2025
Q3 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-324- 3.43% |
$20.8K - $22.5K
|
9.11K
$634K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-352- 7.57% |
$22.6K - $24.4K
|
4.3K
$299K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-386- 9.53% |
$24.8K - $26.8K
|
3.66K
$255K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-425- 0.52% |
$27.3K - $29.5K
|
80.6K
$5.61M
|
|
|
Nov 12, 2025
Q3 2025
|
Redwood Financial Network Corp
|
SELL
|
- |
-477- 6.63% |
$30.6K - $33.1K
|
6.71K
$467K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-549- 13.53% |
$35.2K - $38.1K
|
3.51K
$244K
|
|
|
Nov 05, 2025
Q3 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-555- 20.01% |
$35.6K - $38.5K
|
2.22K
$154K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-681- 6.36% |
$43.7K - $47.2K
|
10K
$697K
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-808- 22.41% |
$51.8K - $56.1K
|
2.8K
$195K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-849- 45.11% |
$54.5K - $58.9K
|
1.03K
$71.9K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-908- 19.2% |
$58.2K - $63K
|
3.82K
$266K
|
|
|
Nov 06, 2025
Q3 2025
|
Rockland Trust CO
|
SELL
|
- |
-1.03K- 2.74% |
$65.8K - $71.2K
|
36.4K
$2.53M
|
|
|
Nov 12, 2025
Q3 2025
|
Seek First Inc.
Campbell, CA |
SELL
|
- |
-1.15K- 10.46% |
$73.5K - $79.5K
|
9.81K
$683K
|
|