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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Systelligence, LLC
|
BUY
|
- |
136K+ 122.05% |
$8.7M - $9.41M
|
247K
$17.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
121K+ 425.56% |
$7.79M - $8.42M
|
150K
$10.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
107K+ 24.12% |
$6.89M - $7.45M
|
553K
$38.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
100K+ 68.3% |
$6.42M - $6.95M
|
247K
$17.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
73.5KNew |
$4.72M - $5.1M
|
73.5K
$5.12M
|
|
|
Oct 30, 2025
Q3 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
69.5K+ 79.6% |
$4.46M - $4.82M
|
157K
$10.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
68.3K+ 5.34% |
$4.38M - $4.74M
|
1.35M
$93.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
57K+ 249.78% |
$3.65M - $3.95M
|
79.8K
$5.55M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
45.3K+ 431.25% |
$2.91M - $3.14M
|
55.8K
$3.88M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
30.7K+ 812.47% |
$1.97M - $2.13M
|
34.5K
$2.4M
|
|
|
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
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
24.7K+ 98.62% |
$1.58M - $1.71M
|
49.7K
$3.46M
|
|
|
Nov 17, 2025
Q3 2025
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
24.4KNew |
$1.57M - $1.7M
|
24.4K
$1.7M
|
|
|
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 13, 2025
Q3 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
19.2KNew |
$1.23M - $1.33M
|
19.2K
$1.33M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
18.7KNew |
$1.2M - $1.3M
|
18.7K
$1.3M
|
|
|
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
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
12.1K+ 11.02% |
$776K - $839K
|
122K
$8.48M
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
9.67KNew |
$620K - $671K
|
9.67K
$673K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
9.25K+ 19.29% |
$593K - $641K
|
57.2K
$3.98M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
8.81K+ 2058.41% |
$565K - $611K
|
9.24K
$643K
|
|
|
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
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
8.71KNew |
$558K - $604K
|
8.71K
$606K
|
|
|
Nov 13, 2025
Q3 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
8.33K+ 19.87% |
$534K - $578K
|
50.3K
$3.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
7.88K+ 39.1% |
$505K - $546K
|
28K
$1.95M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.27K+ 4.75% |
$402K - $435K
|
138K
$9.62M
|
|
|
Nov 12, 2025
Q3 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
6KNew |
$385K - $416K
|
6K
$417K
|
|
|
Nov 05, 2025
Q3 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
5.35K+ 7.23% |
$343K - $371K
|
79.4K
$5.52M
|
|
|
Nov 12, 2025
Q3 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
4.93KNew |
$316K - $342K
|
4.93K
$343K
|
|
|
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
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
4.48K+ 13.09% |
$287K - $311K
|
38.7K
$2.69M
|
|
|
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
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
3.3K+ 1.26% |
$211K - $229K
|
264K
$18.4M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.98KNew |
$191K - $207K
|
2.98K
$208K
|
|
|
Oct 09, 2025
Q3 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
2.9KNew |
$186K - $201K
|
2.9K
$202K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.7K+ 29.32% |
$173K - $187K
|
11.9K
$829K
|
|
|
Oct 24, 2025
Q3 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
2.3K+ 51.41% |
$148K - $160K
|
6.78K
$472K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.67KNew |
$107K - $116K
|
1.67K
$116K
|
|
|
Nov 10, 2025
Q3 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
1.19KNew |
$76.2K - $82.4K
|
1.19K
$82.7K
|
|
|
Oct 20, 2025
Q3 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
1.1K+ 1.12% |
$70.5K - $76.2K
|
99.5K
$6.93M
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
951New |
$61K - $66K
|
951
$66.2K
|
|
|
Nov 04, 2025
Q3 2025
|
Win Advisors, Inc
|
BUY
|
- |
765+ 0.55% |
$49.1K - $53.1K
|
141K
$9.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
710+ 5.19% |
$45.5K - $49.3K
|
14.4K
$1M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
687+ 10.17% |
$44.1K - $47.7K
|
7.44K
$518K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
660+ 1.75% |
$42.3K - $45.8K
|
38.3K
$2.67M
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
524+ 14.79% |
$33.6K - $36.3K
|
4.07K
$283K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
458+ 3.68% |
$29.4K - $31.8K
|
12.9K
$898K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
326+ 2.7% |
$20.9K - $22.6K
|
12.4K
$864K
|
|
|
Nov 10, 2025
Q3 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
249+ 3.05% |
$16K - $17.3K
|
8.42K
$586K
|
|