Purchases and Sales Made in Q1 2023 in Wisdomtree U.S. Largecap Fund (EPS)

EPS Quotes by TradingView

This table provides information about the institutional ownership of Wisdomtree U.S. Largecap Fund (EPS) during Q1 2023. 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
May 01, 2023 Q1 2023
Ieq Capital, LLC

BUY
 -
265K
New
$11M - $12M
265K $16.4M
May 10, 2023 Q1 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
184K
+ 37.66%
$7.64M - $8.33M
674K $41.6M
May 12, 2023 Q1 2023
Financial Gravity Asset Management, Inc.

BUY
 -
72K
+ 159.94%
$2.98M - $3.25M
117K $7.23M
May 10, 2023 Q1 2023
Private Advisor Group, LLC

BUY
 -
48.7K
+ 5.62%
$2.02M - $2.2M
915K $56.5M
Apr 19, 2023 Q1 2023
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
46.6K
New
$1.93M - $2.1M
46.6K $2.88M
May 15, 2023 Q1 2023
Pine Valley Investments LTD Liability CO

Marlton, NJ
BUY
 -
12.8K
New
$531K - $580K
12.8K $793K
Apr 17, 2023 Q1 2023
Garrett Wealth Advisory Group, LLC

BUY
 -
8.35K
+ 1.48%
$346K - $377K
571K $35.3M
May 02, 2023 Q1 2023
Advisory Alpha, LLC

BUY
 -
7.42K
New
$307K - $335K
7.42K $458K
May 10, 2023 Q1 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
6.78K
New
$281K - $306K
6.78K $419K
May 03, 2023 Q1 2023
Insight Advisors, LLC

Newtown, PA
BUY
 -
5.91K
+ 9.32%
$245K - $267K
69.3K $4.28M
May 15, 2023 Q1 2023
Cornerstone Wealth Management, LLC

BUY
 -
5.25K
New
$217K - $237K
5.25K $324K
Apr 19, 2023 Q1 2023
Old National Bancorp

BUY
 -
4.62K
New
$191K - $209K
4.62K $286K
May 01, 2023 Q1 2023
New Square Capital LLC

BUY
 -
3.56K
+ 4.74%
$147K - $161K
78.5K $4.85M
May 11, 2023 Q1 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
3.52K
+ 5.94%
$146K - $159K
62.7K $3.88M
May 12, 2023 Q1 2023
Bank Of America Corp

Charlotte, NC
BUY
 -
3.24K
+ 1.62%
$134K - $147K
203K $12.5M
Apr 14, 2023 Q1 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
2.8K
+ 26.27%
$116K - $126K
13.4K $831K
May 05, 2023 Q1 2023
Global Retirement Partners, LLC

BUY
 -
2.4K
+ 37.8%
$99.4K - $108K
8.75K $541K
May 15, 2023 Q1 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
2.33K
+ 0.75%
$96.3K - $105K
313K $19.3M
May 15, 2023 Q1 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
2.02K
+ 14.1%
$83.7K - $91.4K
16.4K $1.01M
Apr 17, 2023 Q1 2023
Gps Wealth Strategies Group, LLC

BUY
 -
1.38K
New
$56.9K - $62.1K
1.38K $84.9K
May 15, 2023 Q1 2023
Northwestern Mutual Wealth Management CO

BUY
 -
1.29K
+ 35.28%
$53.5K - $58.3K
4.95K $306K
May 15, 2023 Q1 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
1.16K
+ 17.14%
$48K - $52.4K
7.92K $489K
May 15, 2023 Q1 2023
Betterment LLC

New York, NY
BUY
 -
904
+ 3.1%
$37.4K - $40.9K
30.1K $1.86M
May 15, 2023 Q1 2023
Vista Investment Management

Pittsburgh, PA
BUY
 -
798
+ 1.05%
$33K - $36.1K
76.7K $4.74M
Apr 28, 2023 Q1 2023
Avantax Advisory Services, Inc.

BUY
 -
787
+ 0.75%
$32.6K - $35.6K
106K $6.53M
May 12, 2023 Q1 2023
Gm Advisory Group, Inc.

Melville, NY
BUY
 -
589
+ 2.46%
$24.4K - $26.6K
24.6K $1.52M
May 17, 2023 Q1 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
580
New
$24K - $26.2K
580 $35.8K
May 01, 2023 Q1 2023
Truadvice, LLC

Sarasota, FL
BUY
 -
576
+ 2.85%
$23.9K - $26K
20.8K $1.28M
Apr 20, 2023 Q1 2023
Patriot Financial Group Insurance Agency, LLC

BUY
 -
505
+ 1.64%
$20.9K - $22.8K
31.3K $1.93M
Apr 13, 2023 Q1 2023
Kmg Fiduciary Partners, LLC

BUY
 -
363
+ 1.5%
$15K - $16.4K
24.6K $1.52M
May 15, 2023 Q1 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
257
+ 21.45%
$10.6K - $11.6K
1.46K $89.9K
May 02, 2023 Q1 2023
Arkadios Wealth Advisors

BUY
 -
241
+ 4.68%
$9.98K - $10.9K
5.39K $333K
May 08, 2023 Q1 2023
Laurel Wealth Advisors LLC

Charlotte, NC
BUY
 -
219
New
$9.07K - $9.9K
219 $13.5K
Apr 14, 2023 Q1 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
54
+ 0.27%
$2.24K - $2.44K
19.9K $1.23M
Apr 17, 2023 Q1 2023
Parsons Capital Management Inc

BUY
 -
45
+ 0.46%
$1.86K - $2.03K
9.79K $605K
May 04, 2023 Q1 2023
Parkside Financial Bank & Trust

BUY
 -
39
New
$1.61K - $1.76K
39 $2.41K
Apr 20, 2023 Q1 2023
Walkner Condon Financial Advisors LLC

BUY
 -
36
+ 0.47%
$1.49K - $1.63K
7.64K $472K
Apr 20, 2023 Q1 2023
Institute For Wealth Management, Llc.

BUY
 -
35
+ 0.29%
$1.45K - $1.58K
12K $741K
Apr 26, 2023 Q1 2023
Chicago Partners Investment Group LLC

BUY
 -
31
+ 0.21%
$1.28K - $1.4K
14.9K $920K
Apr 26, 2023 Q1 2023
Ifg Advisory, LLC

BUY
 -
28
+ 0.49%
$1.16K - $1.27K
5.72K $354K
May 15, 2023 Q1 2023
Capital Group Private Client Services, Inc.

Los Angeles, CA
BUY
 -
17
+ 0.27%
$704 - $768
6.36K $393K
May 11, 2023 Q1 2023
Commonwealth Equity Services, LLC

BUY
 -
14
+ 0.22%
$580 - $633
6.37K $394K
May 11, 2023 Q1 2023
Citigroup Inc

BUY
 -
7
+ 2.17%
$290 - $316
330 $20.4K
May 15, 2023 Q1 2023
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
4
+ 0.23%
$166 - $181
1.72K $106K
May 12, 2023 Q1 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
4
+ 0.0%
$166 - $181
90.5K $5.59M
Apr 20, 2023 Q1 2023
Accel Wealth Management

BUY
 -
2
+ 0.17%
$82.8 - $90.4
1.16K $71.5K
May 10, 2023 Q1 2023
Redwood Financial Network Corp

BUY
 -
2
+ 0.02%
$82.8 - $90.4
13.1K $811K
May 15, 2023 Q1 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Apr 25, 2023 Q1 2023
Creative Financial Designs Inc

SELL
 -
-20
- 0.78%
$828 - $904
2.54K $157K

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