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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2025
Q3 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
1.1K+ 1.12% |
$70.5K - $76.2K
|
99.5K
$6.93M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
9New |
$577 - $624
|
9
$626
|
|
|
Oct 20, 2025
Q3 2025
|
E&G Advisors, LP
|
BUY
|
- |
50+ 0.69% |
$3.21K - $3.47K
|
7.28K
$506K
|
|
|
Oct 17, 2025
Q3 2025
|
Melone Private Wealth, LLC
|
SELL
|
- |
-99- 1.1% |
$6.35K - $6.87K
|
8.9K
$619K
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.34K- 13.47% |
$85.6K - $92.6K
|
8.58K
$597K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.98KNew |
$191K - $207K
|
2.98K
$208K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
207New |
$13.3K - $14.4K
|
207
$14.4K
|
|
|
Oct 09, 2025
Q3 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
2.9KNew |
$186K - $201K
|
2.9K
$202K
|
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
183New |
$11.7K - $12.7K
|
183
$12.7K
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-53- 1.22% |
$3.4K - $3.68K
|
4.29K
$298K
|
|
|
Oct 09, 2025
Q3 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
21+ 0.08% |
$1.35K - $1.46K
|
27.2K
$1.89M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
15+ 0.31% |
$962 - $1.04K
|
4.8K
$334K
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
SELL
|
- |
-7.09K- 15.43% |
$455K - $492K
|
38.9K
$2.7M
|
|
|
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 06, 2025
Q3 2025
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-41- 0.01% |
$2.63K - $2.84K
|
452K
$31.4M
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-808- 22.41% |
$51.8K - $56.1K
|
2.8K
$195K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-177- 0.67% |
$9.32K - $11.3K
|
26.2K
$1.82M
|
|
|
Nov 03, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
28KNew |
$1.48M - $1.79M
|
28K
$1.95M
|
|
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.7K- 50.0% |
$195K - $237K
|
3.7K
$257K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
240+ 60.0% |
$12.6K - $15.4K
|
640
$44.5K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.49K- 19.59% |
$184K - $224K
|
14.3K
$997K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-17.4K- 83.57% |
$916K - $1.11M
|
3.42K
$238K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3+ 2.33% |
$158 - $192
|
132
$9.19K
|
|
|
Aug 14, 2025
Q2 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
180+ 3.89% |
$9.48K - $11.5K
|
4.81K
$335K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-29.3K- 49.46% |
$1.54M - $1.88M
|
30K
$2.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
243+ 3.48% |
$12.8K - $15.6K
|
7.23K
$503K
|
|
|
Aug 13, 2025
Q2 2025
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
24+ 0.27% |
$1.26K - $1.54K
|
8.95K
$623K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
61New |
$3.21K - $3.9K
|
61
$4.24K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Advisor Resource Council
|
BUY
|
- |
7.32KNew |
$385K - $468K
|
7.32K
$509K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
36.4K+ 15.11% |
$1.92M - $2.33M
|
277K
$19.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-338- 0.33% |
$17.8K - $21.6K
|
103K
$7.19M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-100- 0.28% |
$5.27K - $6.4K
|
35.1K
$2.44M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-181- 15.4% |
$9.53K - $11.6K
|
994
$69.2K
|
|
|
Jul 29, 2025
Q2 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-1.3K- 16.66% |
$68.4K - $83.1K
|
6.5K
$452K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-53- 2.05% |
$2.79K - $3.39K
|
2.53K
$176K
|
|
|
Jul 23, 2025
Q2 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-1.23K- 24.65% |
$64.8K - $78.7K
|
3.76K
$262K
|
|
|
Jul 22, 2025
Q2 2025
|
Ifs Advisors, LLC
|
SELL
|
- |
-190- 3.75% |
$10K - $12.2K
|
4.87K
$339K
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-32- 0.39% |
$1.69K - $2.05K
|
8.13K
$566K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.83K- 9.69% |
$96.5K - $117K
|
17.1K
$1.19M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2+ 0.42% |
$105 - $128
|
480
$33.4K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9.32KNew |
$544K - $598K
|
9.32K
$648K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.57K+ 12.55% |
$91.5K - $101K
|
14.1K
$979K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
256+ 6.96% |
$14.9K - $16.4K
|
3.94K
$274K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-24- 16.22% |
$1.4K - $1.54K
|
124
$8.63K
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
50New |
$2.92K - $3.21K
|
50
$3.48K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
916New |
$53.5K - $58.8K
|
916
$63.7K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.69K+ 228.41% |
$157K - $173K
|
3.87K
$269K
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
3.94KNew |
$230K - $253K
|
3.94K
$274K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.65KNew |
$271K - $298K
|
4.65K
$323K
|
|