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 12, 2021
Q3 2021
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-291- 2.36% |
$13.3K - $14.1K
|
12K
$741K
|
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-367- 3.46% |
$16.8K - $17.8K
|
10.2K
$630K
|
|
|
Nov 01, 2021
Q3 2021
|
Acg Wealth
|
SELL
|
- |
-492- 2.36% |
$22.5K - $23.9K
|
20.4K
$1.26M
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.09K- 27.01% |
$50.1K - $53.2K
|
2.96K
$182K
|
|
|
Nov 04, 2021
Q3 2021
|
Accel Wealth Management
|
SELL
|
- |
-1.12K- 55.45% |
$51.3K - $54.5K
|
900
$55.5K
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.52K- 10.83% |
$69.5K - $73.9K
|
12.5K
$771K
|
|
|
Nov 16, 2021
Q3 2021
|
Advisor Resource Council
|
SELL
|
- |
-2.35K- 12.06% |
$108K - $114K
|
17.1K
$1.06M
|
|
|
Nov 09, 2021
Q3 2021
|
Private Ocean, LLC
|
SELL
|
- |
-3.19KClosed |
$146K - $155K
|
0
$0
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.54K- 0.83% |
$162K - $172K
|
425K
$26.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.76K- 29.48% |
$172K - $183K
|
9K
$555K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.45K- 4.33% |
$204K - $216K
|
98.3K
$6.06M
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-6.14K- 3.75% |
$281K - $299K
|
157K
$9.7M
|
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-9.83K- 7.72% |
$450K - $478K
|
118K
$7.25M
|
|
|
Oct 13, 2021
Q3 2021
|
Beacon Financial Group
|
SELL
|
- |
-19.1K- 2.84% |
$875K - $930K
|
654K
$40.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-29.3K- 26.82% |
$1.34M - $1.42M
|
79.8K
$4.92M
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-30.7K- 36.15% |
$1.4M - $1.49M
|
54.2K
$3.34M
|
|
|
Nov 09, 2021
Q3 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-44.4K- 65.89% |
$2.03M - $2.16M
|
23K
$1.42M
|
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-80.9K- 81.56% |
$3.7M - $3.93M
|
18.3K
$1.13M
|