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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
326+ 2.7% |
$20.9K - $22.6K
|
12.4K
$864K
|
|
|
Nov 12, 2025
Q3 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
4.93KNew |
$316K - $342K
|
4.93K
$343K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-437K- 41.32% |
$28M - $30.3M
|
621K
$43.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Integrity Advisory Solutions, LLC
Dallas, TX |
BUY
|
- |
8.72KNew |
$559K - $605K
|
8.72K
$607K
|
|
|
Nov 12, 2025
Q3 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
8.72KNew |
$559K - $605K
|
8.72K
$607K
|
|
|
Nov 12, 2025
Q3 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
73.5KNew |
$4.72M - $5.1M
|
73.5K
$5.12M
|
|
|
Nov 12, 2025
Q3 2025
|
New Square Capital LLC
|
BUY
|
- |
245+ 0.35% |
$15.7K - $17K
|
70.2K
$4.89M
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-297- 1.22% |
$19K - $20.6K
|
24K
$1.67M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
57K+ 249.78% |
$3.65M - $3.95M
|
79.8K
$5.55M
|
|
|
Nov 10, 2025
Q3 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
1.19KNew |
$76.2K - $82.4K
|
1.19K
$82.7K
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
31+ 0.02% |
$1.99K - $2.15K
|
140K
$9.71M
|
|
|
Nov 10, 2025
Q3 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
249+ 3.05% |
$16K - $17.3K
|
8.42K
$586K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
44+ 4.3% |
$2.82K - $3.05K
|
1.07K
$74.3K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.27K+ 4.75% |
$402K - $435K
|
138K
$9.62M
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
524+ 14.79% |
$33.6K - $36.3K
|
4.07K
$283K
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-71- 1.99% |
$4.55K - $4.93K
|
3.49K
$243K
|
|
|
Nov 07, 2025
Q3 2025
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-1.93K- 2.32% |
$123K - $134K
|
81K
$5.63M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.7K+ 29.32% |
$173K - $187K
|
11.9K
$829K
|
|
|
Nov 06, 2025
Q3 2025
|
Rockland Trust CO
|
SELL
|
- |
-1.03K- 2.74% |
$65.8K - $71.2K
|
36.4K
$2.53M
|
|
|
Nov 05, 2025
Q3 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-21- 0.66% |
$1.35K - $1.46K
|
3.17K
$221K
|
|
|
Nov 05, 2025
Q3 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
5.35K+ 7.23% |
$343K - $371K
|
79.4K
$5.52M
|
|
|
Nov 05, 2025
Q3 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-555- 20.01% |
$35.6K - $38.5K
|
2.22K
$154K
|
|
|
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
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-386- 9.53% |
$24.8K - $26.8K
|
3.66K
$255K
|
|
|
Nov 04, 2025
Q3 2025
|
Capital Management Corp
|
SELL
|
- |
-25- 0.78% |
$1.6K - $1.73K
|
3.2K
$223K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
7.88K+ 39.1% |
$505K - $546K
|
28K
$1.95M
|
|
|
Nov 04, 2025
Q3 2025
|
Win Advisors, Inc
|
BUY
|
- |
765+ 0.55% |
$49.1K - $53.1K
|
141K
$9.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
458+ 3.68% |
$29.4K - $31.8K
|
12.9K
$898K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
176+ 2.07% |
$11.3K - $12.2K
|
8.68K
$604K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
8.81K+ 2058.41% |
$565K - $611K
|
9.24K
$643K
|
|
|
Oct 30, 2025
Q3 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
69.5K+ 79.6% |
$4.46M - $4.82M
|
157K
$10.9M
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-9- 8.57% |
$577 - $624
|
96
$6.68K
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
9.67KNew |
$620K - $671K
|
9.67K
$673K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.21K- 4.92% |
$77.7K - $84.1K
|
23.4K
$1.63M
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-2.85K- 14.02% |
$183K - $198K
|
17.5K
$1.22M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
710+ 5.19% |
$45.5K - $49.3K
|
14.4K
$1M
|
|
|
Oct 29, 2025
Q3 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-324- 3.43% |
$20.8K - $22.5K
|
9.11K
$634K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-211- 0.8% |
$13.5K - $14.6K
|
26K
$1.81M
|
|
|
Oct 28, 2025
Q3 2025
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
1+ 0.01% |
$64.1 - $69.4
|
10.9K
$760K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
660+ 1.75% |
$42.3K - $45.8K
|
38.3K
$2.67M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
121K+ 425.56% |
$7.79M - $8.42M
|
150K
$10.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
17+ 0.33% |
$1.09K - $1.18K
|
5.2K
$362K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-908- 19.2% |
$58.2K - $63K
|
3.82K
$266K
|
|
|
Oct 24, 2025
Q3 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
2.3K+ 51.41% |
$148K - $160K
|
6.78K
$472K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-681- 6.36% |
$43.7K - $47.2K
|
10K
$697K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
193+ 5.19% |
$12.4K - $13.4K
|
3.92K
$272K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
687+ 10.17% |
$44.1K - $47.7K
|
7.44K
$518K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-352- 7.57% |
$22.6K - $24.4K
|
4.3K
$299K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 0.01% |
$128 - $139
|
21.1K
$1.47M
|
|
|
Oct 21, 2025
Q3 2025
|
Coastline Trust CO
|
SELL
|
- |
-150- 10.87% |
$9.62K - $10.4K
|
1.23K
$85.6K
|
|