Latest Institutional Transactions on Wisdomtree U.S. Largecap Fund (EPS)
This table provides information on the latest institutional transactions involving Wisdomtree U.S. Largecap Fund (EPS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2026
Q4 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
53+ 0.2% |
$3.57K - $3.75K
|
26.1K
$1.81M
|
|
|
Jan 28, 2026
Q4 2025
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-770- 0.77% |
$51.9K - $54.5K
|
98.8K
$6.87M
|
|
|
Jan 28, 2026
Q4 2025
|
M&T Bank Corp
|
BUY
|
- |
33+ 0.56% |
$2.22K - $2.33K
|
5.96K
$415K
|
|
|
Jan 26, 2026
Q4 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
4.42KNew |
$298K - $312K
|
4.42K
$307K
|
|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
BUY
|
- |
434K+ 209424.16% |
$29.2M - $30.7M
|
434K
$30.2M
|
|
|
Jan 26, 2026
Q4 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-2.1K- 35.02% |
$142K - $149K
|
3.9K
$271K
|
|
|
Jan 26, 2026
Q4 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-318- 3.44% |
$21.4K - $22.5K
|
8.92K
$621K
|
|
|
Jan 23, 2026
Q4 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
17+ 0.33% |
$1.15K - $1.2K
|
5.22K
$363K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
12New |
$809 - $849
|
12
$835
|
|
|
Jan 23, 2026
Q4 2025
|
E&G Advisors, LP
|
BUY
|
- |
130+ 1.79% |
$8.76K - $9.19K
|
7.41K
$515K
|
|
|
Jan 21, 2026
Q4 2025
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-1.71K- 16.02% |
$116K - $121K
|
8.99K
$625K
|
|
|
Jan 21, 2026
Q4 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.94K- 5.27% |
$198K - $208K
|
52.9K
$3.68M
|
|
|
Jan 20, 2026
Q4 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-704- 16.57% |
$47.5K - $49.8K
|
3.55K
$247K
|
|
|
Jan 15, 2026
Q4 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-491- 4.5% |
$33.1K - $34.7K
|
10.4K
$725K
|
|
|
Jan 15, 2026
Q4 2025
|
Rockland Trust CO
|
SELL
|
- |
-148- 0.41% |
$9.98K - $10.5K
|
36.2K
$2.52M
|
|
|
Jan 14, 2026
Q4 2025
|
Eastern Bank
|
BUY
|
- |
110KNew |
$7.43M - $7.79M
|
110K
$7.66M
|
|
|
Jan 14, 2026
Q4 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-48- 1.72% |
$3.24K - $3.4K
|
2.75K
$191K
|
|
|
Jan 13, 2026
Q4 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
17.7KNew |
$1.19M - $1.25M
|
17.7K
$1.23M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-93- 2.16% |
$6.27K - $6.58K
|
4.2K
$292K
|
|
|
Jan 13, 2026
Q4 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
94+ 0.35% |
$6.34K - $6.65K
|
27.3K
$1.9M
|
|
|
Jan 13, 2026
Q4 2025
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-4.26K- 0.94% |
$287K - $301K
|
448K
$31.1M
|
|
|
Jan 13, 2026
Q4 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-85- 0.93% |
$5.73K - $6.01K
|
9.03K
$628K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
15+ 0.31% |
$1.01K - $1.06K
|
4.82K
$335K
|
|
|
Jan 08, 2026
Q4 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.34% |
$674 - $707
|
2.91K
$203K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.06K- 4.51% |
$71.1K - $74.6K
|
22.3K
$1.56M
|
|
|
Jan 07, 2026
Q4 2025
|
Melone Private Wealth, LLC
|
SELL
|
- |
-145- 1.63% |
$9.78K - $10.3K
|
8.76K
$609K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
80+ 2.04% |
$5.39K - $5.66K
|
4K
$278K
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-79- 1.84% |
$5.33K - $5.59K
|
4.21K
$293K
|
|
| Q3 2025 | |||||||
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.67KNew |
$107K - $116K
|
1.67K
$116K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-849- 45.11% |
$54.5K - $58.9K
|
1.03K
$71.9K
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
37+ 0.32% |
$2.37K - $2.57K
|
11.6K
$807K
|
|
|
Nov 18, 2025
Q3 2025
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-2.28K- 13.09% |
$146K - $158K
|
15.1K
$1.05M
|
|
|
Nov 17, 2025
Q3 2025
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
24.4KNew |
$1.57M - $1.7M
|
24.4K
$1.7M
|
|
|
Nov 17, 2025
Q3 2025
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
28.2K+ 3.63% |
$1.81M - $1.96M
|
807K
$56.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
12.1K+ 11.02% |
$776K - $839K
|
122K
$8.48M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
45.3K+ 431.25% |
$2.91M - $3.14M
|
55.8K
$3.88M
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
951New |
$61K - $66K
|
951
$66.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
20.1K+ 36.95% |
$1.29M - $1.39M
|
74.5K
$5.18M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.7KNew |
$301K - $326K
|
4.7K
$327K
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-37.6K- 4.32% |
$2.41M - $2.61M
|
832K
$57.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
16.5KNew |
$1.06M - $1.14M
|
16.5K
$1.15M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-549- 13.53% |
$35.2K - $38.1K
|
3.51K
$244K
|
|
|
Nov 14, 2025
Q3 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-135K- 5.98% |
$8.64M - $9.34M
|
2.12M
$147M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
24.7K+ 98.62% |
$1.58M - $1.71M
|
49.7K
$3.46M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-10.1K- 23.95% |
$648K - $701K
|
32.1K
$2.23M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-19.3K- 24.54% |
$1.24M - $1.34M
|
59.5K
$4.14M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.43K+ 1.61% |
$220K - $238K
|
217K
$15.1M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-287- 4.29% |
$18.4K - $19.9K
|
6.4K
$446K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
200New |
$12.8K - $13.9K
|
200
$13.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
100K+ 68.3% |
$6.42M - $6.95M
|
247K
$17.2M
|
|