Latest Institutional Purchases of Wisdomtree U.S. Largecap Fund (EPS)
This list provides information on the latest institutional transactions involving Wisdomtree U.S. Largecap Fund (EPS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.24MNew |
$74.1M - $79.6M
|
1.24M
$78.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
729K+ 6103.24% |
$43.5M - $46.6M
|
741K
$46.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Stenger Family Office, LLC
Naperville, IL |
BUY
|
- |
186KNew |
$11.1M - $11.9M
|
186K
$11.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
126K+ 5.92% |
$7.53M - $8.08M
|
2.26M
$142M
|
|
|
Feb 06, 2025
Q4 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
58.3K+ 8.5% |
$3.47M - $3.73M
|
744K
$46.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
50KNew |
$2.98M - $3.2M
|
50K
$3.15M
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
44.5KNew |
$2.65M - $2.84M
|
44.5K
$2.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
40.8KNew |
$2.43M - $2.61M
|
40.8K
$2.57M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
35.9KNew |
$2.14M - $2.29M
|
35.9K
$2.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
33.8KNew |
$2.01M - $2.16M
|
33.8K
$2.13M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
33.3KNew |
$1.98M - $2.13M
|
33.3K
$2.09M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
18.1K+ 1.78% |
$1.08M - $1.15M
|
1.03M
$65.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
17.2KNew |
$1.03M - $1.1M
|
17.2K
$1.08M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
16.4K+ 187.66% |
$978K - $1.05M
|
25.2K
$1.58M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
12.5KNew |
$745K - $799K
|
12.5K
$786K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.89K+ 5.08% |
$589K - $632K
|
205K
$12.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
8.82KNew |
$525K - $564K
|
8.82K
$555K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
8.76K+ 3.77% |
$522K - $560K
|
241K
$15.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
8.33K+ 9.73% |
$496K - $533K
|
94K
$5.91M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.04K+ 0.75% |
$479K - $514K
|
1.08M
$68M
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
7.22KNew |
$430K - $462K
|
7.22K
$454K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
6.58KNew |
$392K - $421K
|
6.58K
$414K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
5.81KNew |
$346K - $371K
|
5.81K
$366K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
5.7KNew |
$340K - $365K
|
5.7K
$359K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.31K+ 5.87% |
$316K - $339K
|
95.6K
$6.02M
|
|
|
Jan 29, 2025
Q4 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
5.25KNew |
$313K - $335K
|
5.25K
$330K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.08KNew |
$303K - $325K
|
5.08K
$320K
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
5.06KNew |
$301K - $323K
|
5.06K
$318K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
5.03KNew |
$300K - $322K
|
5.03K
$317K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.77K+ 16.67% |
$284K - $305K
|
33.4K
$2.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
4.76K+ 1.11% |
$283K - $304K
|
433K
$27.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.47KNew |
$266K - $286K
|
4.47K
$281K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.25K+ 3.35% |
$253K - $272K
|
131K
$8.25M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.14K+ 57.49% |
$247K - $265K
|
11.4K
$714K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
3.68KNew |
$219K - $235K
|
3.68K
$232K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3.66KNew |
$218K - $234K
|
3.66K
$230K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.46KNew |
$206K - $221K
|
3.46K
$218K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
3.26K+ 5.11% |
$194K - $208K
|
67K
$4.22M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2.93K+ 42.3% |
$175K - $187K
|
9.85K
$620K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.4K+ 44.44% |
$143K - $153K
|
7.8K
$491K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.23K+ 2.8% |
$133K - $142K
|
81.7K
$5.14M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.93K+ 46.86% |
$115K - $123K
|
6.04K
$380K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.84KNew |
$109K - $117K
|
1.84K
$115K
|
|
|
Feb 06, 2025
Q4 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
1.55K+ 21.34% |
$92.5K - $99.2K
|
8.83K
$555K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.25K+ 18.45% |
$74.2K - $79.7K
|
8K
$503K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.25K+ 17.04% |
$74.2K - $79.7K
|
8.56K
$539K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.21K+ 8.05% |
$72.1K - $77.4K
|
16.2K
$1.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.02KNew |
$61K - $65.4K
|
1.02K
$64.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
899+ 1.0% |
$53.6K - $57.5K
|
90.9K
$5.72M
|
|
|
Jan 23, 2025
Q4 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
833+ 0.92% |
$49.6K - $53.3K
|
91.3K
$5.74M
|