Purchases and Sales Made in Q4 2024 in Wisdomtree U.S. Largecap Fund (EPS)
This table provides information about the institutional ownership of Wisdomtree U.S. Largecap Fund (EPS) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
899+ 1.0% |
$53.6K - $57.5K
|
90.9K
$5.35M
|
|
|
Jan 23, 2025
Q4 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
833+ 0.92% |
$49.6K - $53.3K
|
91.3K
$5.37M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
750New |
$44.7K - $47.9K
|
750
$44.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
645+ 167.53% |
$38.4K - $41.2K
|
1.03K
$60.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
268New |
$16K - $17.1K
|
268
$15.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
263+ 1.04% |
$15.7K - $16.8K
|
25.6K
$1.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
112+ 0.14% |
$6.67K - $7.16K
|
81.6K
$4.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
89+ 0.43% |
$5.3K - $5.69K
|
20.9K
$1.23M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
64+ 0.25% |
$3.81K - $4.09K
|
26K
$1.53M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
43+ 0.32% |
$2.56K - $2.75K
|
13.6K
$799K
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
BUY
|
- |
25+ 0.36% |
$1.49K - $1.6K
|
7.06K
$415K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
16+ 21.33% |
$953 - $1.02K
|
91
$5.36K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
14New |
$834 - $895
|
14
$824
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
4+ 0.29% |
$238 - $256
|
1.37K
$80.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
3+ 0.05% |
$179 - $192
|
6.37K
$375K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-26- 14.94% |
$1.55K - $1.66K
|
148
$8.71K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-32- 0.12% |
$1.91K - $2.05K
|
26.2K
$1.54M
|
|
|
Jan 14, 2025
Q4 2024
|
Melone Private Wealth, LLC
|
SELL
|
- |
-42- 0.46% |
$2.5K - $2.69K
|
9.17K
$540K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-79- 0.64% |
$4.71K - $5.05K
|
12.2K
$719K
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-82- 0.62% |
$4.89K - $5.24K
|
13.1K
$772K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-150- 0.11% |
$8.94K - $9.59K
|
140K
$8.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-160- 2.63% |
$9.53K - $10.2K
|
5.93K
$349K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-161- 1.86% |
$9.59K - $10.3K
|
8.48K
$499K
|
|
|
Feb 07, 2025
Q4 2024
|
Capital Management Corp
|
SELL
|
- |
-230- 6.29% |
$13.7K - $14.7K
|
3.43K
$202K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-254- 12.36% |
$15.1K - $16.2K
|
1.8K
$106K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-283- 1.54% |
$16.9K - $18.1K
|
18.1K
$1.07M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-295- 2.83% |
$17.6K - $18.9K
|
10.1K
$596K
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-400- 2.25% |
$23.8K - $25.6K
|
17.4K
$1.02M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
SELL
|
- |
-527- 1.23% |
$31.4K - $33.7K
|
42.2K
$2.49M
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-556- 7.96% |
$33.1K - $35.5K
|
6.43K
$379K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-576- 5.8% |
$34.3K - $36.8K
|
9.36K
$551K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-617- 2.49% |
$36.8K - $39.4K
|
24.2K
$1.42M
|
|
|
Jan 30, 2025
Q4 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-623- 10.57% |
$37.1K - $39.8K
|
5.27K
$310K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-769- 16.78% |
$45.8K - $49.2K
|
3.82K
$225K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-803- 17.84% |
$47.8K - $51.3K
|
3.7K
$218K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1.14K- 20.66% |
$68K - $73K
|
4.39K
$258K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.19K- 4.92% |
$70.7K - $75.8K
|
22.9K
$1.35M
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-1.32K- 24.04% |
$78.8K - $84.6K
|
4.18K
$246K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.53K- 23.18% |
$91.4K - $98.1K
|
5.09K
$299K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.68K- 8.66% |
$99.9K - $107K
|
17.7K
$1.04M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.84K- 2.87% |
$109K - $117K
|
62.2K
$3.66M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-2.35K- 8.61% |
$140K - $150K
|
24.9K
$1.47M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-2.47K- 4.79% |
$147K - $158K
|
49.1K
$2.89M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.5K- 0.58% |
$149K - $160K
|
426K
$25.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3K- 99.9% |
$179K - $192K
|
3
$177
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.68K- 2.32% |
$279K - $299K
|
197K
$11.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-4.72K- 8.81% |
$281K - $302K
|
48.9K
$2.88M
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-4.75K- 6.77% |
$283K - $304K
|
65.4K
$3.85M
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-9.24K- 36.24% |
$550K - $590K
|
16.3K
$957K
|