Purchases and Sales Made in Q4 2025 in Wisdomtree U.S. Largecap Fund (EPS)
This table provides information about the institutional ownership of Wisdomtree U.S. Largecap Fund (EPS) during Q4 2025. The information is specifically focused on institutions that hold shares of WISDOMTREE U.S. LARGECAP FUND .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2026
Q4 2025
|
Eastern Bank
|
BUY
|
- |
110KNew |
$7.43M - $7.79M
|
110K
$7.66M
|
|
|
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
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
94+ 0.35% |
$6.34K - $6.65K
|
27.3K
$1.9M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
80+ 2.04% |
$5.39K - $5.66K
|
4K
$278K
|
|
|
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 14, 2026
Q4 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-48- 1.72% |
$3.24K - $3.4K
|
2.75K
$191K
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-79- 1.84% |
$5.33K - $5.59K
|
4.21K
$293K
|
|
|
Jan 13, 2026
Q4 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-85- 0.93% |
$5.73K - $6.01K
|
9.03K
$628K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-93- 2.16% |
$6.27K - $6.58K
|
4.2K
$292K
|
|
|
Jan 07, 2026
Q4 2025
|
Melone Private Wealth, LLC
|
SELL
|
- |
-145- 1.63% |
$9.78K - $10.3K
|
8.76K
$609K
|
|
|
Jan 15, 2026
Q4 2025
|
Rockland Trust CO
|
SELL
|
- |
-148- 0.41% |
$9.98K - $10.5K
|
36.2K
$2.52M
|
|
|
Jan 15, 2026
Q4 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-491- 4.5% |
$33.1K - $34.7K
|
10.4K
$725K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.06K- 4.51% |
$71.1K - $74.6K
|
22.3K
$1.56M
|
|
|
Jan 13, 2026
Q4 2025
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-4.26K- 0.94% |
$287K - $301K
|
448K
$31.1M
|
|