Purchases and Sales Made in Q3 2024 in Wisdomtree U.S. Largecap Fund (EPS)
This table provides information about the institutional ownership of Wisdomtree U.S. Largecap Fund (EPS) during Q3 2024. 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 13, 2024
Q3 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
16+ 0.25% |
$869 - $961
|
6.37K
$404K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
12+ 0.11% |
$652 - $720
|
10.6K
$671K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
12+ 0.14% |
$652 - $720
|
8.64K
$548K
|
|
|
Oct 18, 2024
Q3 2024
|
E&G Advisors, LP
|
BUY
|
- |
10+ 0.14% |
$543 - $600
|
7.03K
$446K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-22- 22.68% |
$1.2K - $1.32K
|
75
$4.75K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-25- 0.2% |
$1.36K - $1.5K
|
12.3K
$780K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-39- 0.59% |
$2.12K - $2.34K
|
6.62K
$420K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-40- 0.06% |
$2.17K - $2.4K
|
64K
$4.06M
|
|
|
Oct 07, 2024
Q3 2024
|
Melone Private Wealth, LLC
|
SELL
|
- |
-42- 0.45% |
$2.28K - $2.52K
|
9.21K
$584K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-69- 0.26% |
$3.75K - $4.14K
|
26.2K
$1.66M
|
|
|
Nov 13, 2024
Q3 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-95- 0.87% |
$5.16K - $5.7K
|
10.8K
$684K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-129- 55.36% |
$7.01K - $7.75K
|
104
$6.59K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-159- 0.2% |
$8.64K - $9.55K
|
79.5K
$5.04M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-160- 0.61% |
$8.69K - $9.61K
|
25.9K
$1.64M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-212- 0.87% |
$11.5K - $12.7K
|
24.1K
$1.53M
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-256- 4.43% |
$13.9K - $15.4K
|
5.53K
$350K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-309- 2.33% |
$16.8K - $18.6K
|
12.9K
$820K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-356- 5.01% |
$19.3K - $21.4K
|
6.75K
$428K
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
SELL
|
- |
-356- 0.43% |
$19.3K - $21.4K
|
83.2K
$5.27M
|
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-411- 5.41% |
$22.3K - $24.7K
|
7.19K
$456K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-435- 17.47% |
$23.6K - $26.1K
|
2.06K
$130K
|
|
|
Oct 29, 2024
Q3 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-463- 7.29% |
$25.2K - $27.8K
|
5.89K
$373K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-471- 3.04% |
$25.6K - $28.3K
|
15K
$952K
|
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-500- 6.68% |
$27.2K - $30K
|
6.99K
$443K
|
|
|
Nov 07, 2024
Q3 2024
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-656- 5.2% |
$35.6K - $39.4K
|
12K
$758K
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-668- 6.31% |
$36.3K - $40.1K
|
9.91K
$628K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-812- 15.05% |
$44.1K - $48.8K
|
4.58K
$291K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
SELL
|
- |
-1.19K- 2.25% |
$64.5K - $71.3K
|
51.6K
$3.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-1.51K- 6.77% |
$82K - $90.7K
|
20.8K
$1.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.57K- 5.44% |
$85.1K - $94.1K
|
27.3K
$1.73M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3K- 3.22% |
$163K - $180K
|
90K
$5.71M
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-3.03K- 4.54% |
$165K - $182K
|
63.8K
$4.04M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.14K- 6.01% |
$170K - $188K
|
49.1K
$3.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-3.27K- 15.55% |
$178K - $196K
|
17.8K
$1.13M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.8K- 4.04% |
$207K - $228K
|
90.3K
$5.73M
|
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
SELL
|
- |
-3.88K- 8.32% |
$211K - $233K
|
42.8K
$2.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-6.14K- 36.71% |
$334K - $369K
|
10.6K
$671K
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-14.3K- 35.97% |
$778K - $860K
|
25.5K
$1.62M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-17.9K- 1.73% |
$970K - $1.07M
|
1.02M
$64.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-67.4K- 25.72% |
$3.66M - $4.05M
|
195K
$12.3M
|