Purchases and Sales Made in Q1 2023 in Wisdomtree U.S. Largecap Fund (EPS)
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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2023
Q1 2023
|
Beacon Financial Group
|
SELL
|
- |
-30- 0.06% |
$1.24K - $1.36K
|
47.9K
$2.95M
|
|
|
Apr 20, 2023
Q1 2023
|
Melone Private Wealth, LLC
|
SELL
|
- |
-64- 0.58% |
$2.65K - $2.89K
|
10.9K
$674K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-70- 13.89% |
$2.9K - $3.16K
|
434
$26.8K
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-244- 0.92% |
$10.1K - $11K
|
26.3K
$1.62M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-300- 42.86% |
$12.4K - $13.6K
|
400
$24.7K
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-546- 46.99% |
$22.6K - $24.7K
|
616
$38K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-571- 4.3% |
$23.6K - $25.8K
|
12.7K
$783K
|
|
|
Apr 04, 2023
Q1 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-583- 6.87% |
$24.1K - $26.3K
|
7.91K
$487K
|
|
|
Apr 19, 2023
Q1 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-1K- 4.54% |
$41.4K - $45.2K
|
21.1K
$1.3M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.51K- 1.16% |
$62.3K - $68K
|
128K
$7.87M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.87K- 3.62% |
$77.3K - $84.4K
|
49.7K
$3.06M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-2.64K- 3.28% |
$109K - $119K
|
77.7K
$4.79M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.68K- 2.78% |
$111K - $121K
|
93.7K
$5.78M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.95K- 3.05% |
$122K - $133K
|
93.9K
$5.79M
|
|
|
Apr 25, 2023
Q1 2023
|
Advisor Resource Council
|
SELL
|
- |
-3.17K- 19.02% |
$131K - $143K
|
13.5K
$832K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.24K- 1.49% |
$134K - $146K
|
213K
$13.2M
|
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-3.36K- 7.75% |
$139K - $152K
|
40K
$2.47M
|
|
|
Apr 27, 2023
Q1 2023
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-3.49K- 3.84% |
$144K - $158K
|
87.4K
$5.39M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.62K- 34.38% |
$150K - $164K
|
6.91K
$426K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-6.5K- 35.4% |
$269K - $294K
|
11.9K
$731K
|
|
|
May 08, 2023
Q1 2023
|
Private Wealth Strategies, L.L.C.
|
SELL
|
- |
-6.68K- 0.45% |
$277K - $302K
|
1.47M
$90.9M
|
|
|
May 09, 2023
Q1 2023
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-7.64K- 32.11% |
$316K - $345K
|
16.1K
$995K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-10.2K- 11.06% |
$421K - $459K
|
81.7K
$5.04M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-12.9K- 65.8% |
$534K - $583K
|
6.71K
$413K
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-18.5K- 71.46% |
$768K - $838K
|
7.41K
$457K
|
|
|
May 15, 2023
Q1 2023
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-20.2K- 26.65% |
$838K - $915K
|
55.7K
$3.43M
|
|
|
Apr 24, 2023
Q1 2023
|
Rockland Trust CO
|
SELL
|
- |
-20.8K- 28.65% |
$861K - $940K
|
51.8K
$3.19M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-21.7K- 54.56% |
$899K - $981K
|
18.1K
$1.11M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-26.9K- 1.87% |
$1.11M - $1.21M
|
1.41M
$87M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-29.2K- 25.31% |
$1.21M - $1.32M
|
86.2K
$5.32M
|
|
|
Apr 11, 2023
Q1 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-32.9K- 77.96% |
$1.36M - $1.49M
|
9.3K
$574K
|
|
|
May 12, 2023
Q1 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-47.6K- 20.35% |
$1.97M - $2.15M
|
186K
$11.5M
|