Purchases and Sales Made in Q3 2021 in Wisdomtree U.S. Largecap Fund (EPS)
This table provides information about the institutional ownership of Wisdomtree U.S. Largecap Fund (EPS) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
818KNew |
$37.4M - $39.8M
|
818K
$50.5M
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
104K+ 778.29% |
$4.76M - $5.06M
|
117K
$7.25M
|
|
Nov 02, 2021
Q3 2021
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
63.5K+ 4.07% |
$2.91M - $3.09M
|
1.62M
$100M
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
62.7K+ 95.54% |
$2.87M - $3.05M
|
128K
$7.93M
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
33.5KNew |
$1.53M - $1.63M
|
33.5K
$2.07M
|
|
Nov 15, 2021
Q3 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
33.2K+ 461.59% |
$1.52M - $1.61M
|
40.4K
$2.49M
|
|
Nov 03, 2021
Q3 2021
|
Herold Advisors, Inc.
|
BUY
|
- |
24.2KNew |
$1.11M - $1.18M
|
24.2K
$1.5M
|
|
Nov 12, 2021
Q3 2021
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
23.2K+ 95.14% |
$1.06M - $1.13M
|
47.6K
$2.94M
|
|
Oct 27, 2021
Q3 2021
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
21K+ 91.28% |
$963K - $1.02M
|
44.1K
$2.72M
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.4K+ 19.38% |
$568K - $603K
|
76.4K
$4.72M
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10.5KNew |
$479K - $509K
|
10.5K
$647K
|
|
Nov 12, 2021
Q3 2021
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
8.27K+ 51.2% |
$379K - $402K
|
24.4K
$1.51M
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.23K+ 3.91% |
$377K - $400K
|
219K
$13.5M
|
|
Oct 20, 2021
Q3 2021
|
E&G Advisors, LP
|
BUY
|
- |
6.86KNew |
$314K - $334K
|
6.86K
$424K
|
|
Nov 15, 2021
Q3 2021
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
6.58K+ 17.23% |
$301K - $320K
|
44.8K
$2.77M
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.87KNew |
$223K - $237K
|
4.87K
$301K
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
- |
4.75K+ 1610.17% |
$217K - $231K
|
5.05K
$312K
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.54K+ 2.92% |
$208K - $221K
|
160K
$9.88M
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.23K+ 3.66% |
$193K - $205K
|
120K
$7.38M
|
|
Nov 08, 2021
Q3 2021
|
New Square Capital LLC
|
BUY
|
- |
2.62K+ 8.58% |
$120K - $127K
|
33.1K
$2.04M
|
|
Oct 19, 2021
Q3 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.23K+ 7.31% |
$102K - $108K
|
32.7K
$2.02M
|
|
Oct 07, 2021
Q3 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.19K+ 2.89% |
$100K - $107K
|
78K
$4.82M
|
|
Nov 15, 2021
Q3 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.83KNew |
$83.6K - $88.8K
|
1.83K
$113K
|
|
Nov 12, 2021
Q3 2021
|
Marietta Wealth Management, LLC
|
BUY
|
- |
1.57K+ 1.83% |
$71.8K - $76.2K
|
87.4K
$5.4M
|
|
Nov 15, 2021
Q3 2021
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.37K+ 13.78% |
$62.7K - $66.6K
|
11.3K
$699K
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
1.27K+ 25.41% |
$57.9K - $61.6K
|
6.25K
$386K
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
1.06K+ 65.43% |
$48.6K - $51.6K
|
2.69K
$166K
|
|
Oct 12, 2021
Q3 2021
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
730+ 3.71% |
$33.4K - $35.5K
|
20.4K
$1.26M
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
690+ 2.47% |
$31.6K - $33.5K
|
28.6K
$1.77M
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
651+ 1.86% |
$29.8K - $31.7K
|
35.6K
$2.2M
|
|
Nov 04, 2021
Q3 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
572+ 1.76% |
$26.2K - $27.8K
|
33.1K
$2.04M
|
|
Nov 12, 2021
Q3 2021
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
328+ 0.15% |
$15K - $15.9K
|
218K
$13.5M
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
300+ 75.0% |
$13.7K - $14.6K
|
700
$43.2K
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
250+ 100.0% |
$11.4K - $12.2K
|
500
$30.9K
|
|
Oct 20, 2021
Q3 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
168+ 12.22% |
$7.69K - $8.17K
|
1.54K
$95.3K
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
113+ 2.1% |
$5.17K - $5.49K
|
5.49K
$339K
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
54+ 0.27% |
$2.47K - $2.63K
|
20.1K
$1.24M
|
|
Nov 12, 2021
Q3 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
46+ 15.03% |
$2.11K - $2.24K
|
352
$21.7K
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
20+ 0.26% |
$915 - $972
|
7.71K
$476K
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
16+ 0.07% |
$732 - $778
|
21.5K
$1.33M
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Parsons Capital Management Inc
|
SELL
|
- |
-15- 0.16% |
$687 - $729
|
9.44K
$583K
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-99- 1.48% |
$4.53K - $4.81K
|
6.58K
$407K
|
|
Nov 15, 2021
Q3 2021
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-106- 0.82% |
$4.85K - $5.15K
|
12.8K
$792K
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-130- 0.18% |
$5.95K - $6.32K
|
73.7K
$4.56M
|
|
Oct 19, 2021
Q3 2021
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-150- 2.02% |
$6.87K - $7.29K
|
7.28K
$450K
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-156- 52.7% |
$7.14K - $7.58K
|
140
$8.65K
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
SELL
|
- |
-167- 0.34% |
$7.64K - $8.12K
|
48.5K
$2.99M
|
|
Nov 04, 2021
Q3 2021
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-256- 4.91% |
$11.7K - $12.4K
|
4.96K
$306K
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-257- 2.93% |
$11.8K - $12.5K
|
8.51K
$526K
|