Latest Institutional Transactions on Wisdomtree U.S. Largecap Fund (EPS)
This table provides information on the latest institutional transactions involving Wisdomtree U.S. Largecap Fund (EPS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 01, 2024
Q2 2024
|
Moller Financial Services
|
SELL
|
- |
-464- 11.06% |
$24.6K - $26.4K
|
3.73K
$215K
|
|
Q1 2024 | |||||||
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
425KNew |
$21M - $23.5M
|
425K
$24.5M
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
688+ 15.61% |
$34K - $38.1K
|
5.1K
$294K
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-17.8K- 5.59% |
$881K - $987K
|
301K
$17.4M
|
|
May 15, 2024
Q1 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-100- 0.21% |
$4.95K - $5.54K
|
46.5K
$2.68M
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.15KNew |
$56.8K - $63.7K
|
1.15K
$66.3K
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-620- 5.54% |
$30.7K - $34.3K
|
10.6K
$610K
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.51K- 14.16% |
$74.9K - $83.9K
|
9.18K
$530K
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-66K- 6.82% |
$3.26M - $3.65M
|
901K
$52M
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-115- 0.86% |
$5.69K - $6.37K
|
13.2K
$761K
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.34KNew |
$215K - $240K
|
4.34K
$250K
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-5.1K- 2.47% |
$252K - $283K
|
201K
$11.6M
|
|
May 15, 2024
Q1 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-372- 0.47% |
$18.4K - $20.6K
|
78.7K
$4.55M
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.65K+ 11.28% |
$131K - $147K
|
26.1K
$1.51M
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
3+ 0.22% |
$148 - $166
|
1.36K
$78.5K
|
|
May 14, 2024
Q1 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-12- 0.19% |
$594 - $665
|
6.32K
$365K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
17.8K+ 67.6% |
$880K - $986K
|
44.1K
$2.55M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
92.8K+ 32.67% |
$4.59M - $5.14M
|
377K
$21.8M
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.6K- 2.39% |
$78.9K - $88.4K
|
65.3K
$3.77M
|
|
May 14, 2024
Q1 2024
|
Private Wealth Strategies, L.L.C.
|
SELL
|
- |
-264K- 17.39% |
$13.1M - $14.6M
|
1.25M
$72.4M
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
370New |
$18.3K - $20.5K
|
370
$21.4K
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.36K- 20.01% |
$67.1K - $75.1K
|
5.42K
$313K
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-20.2K- 26.89% |
$1M - $1.12M
|
55K
$3.18M
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
2.09K+ 2.87% |
$103K - $116K
|
74.7K
$4.31M
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-311- 0.2% |
$15.4K - $17.2K
|
155K
$8.94M
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-155- 1.25% |
$7.67K - $8.59K
|
12.3K
$708K
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
833KNew |
$41.2M - $46.2M
|
833K
$48.1M
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.83K+ 7.66% |
$288K - $323K
|
81.9K
$4.73M
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-579- 2.2% |
$28.6K - $32.1K
|
25.8K
$1.49M
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
160New |
$7.91K - $8.86K
|
160
$9.24K
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
631+ 58.43% |
$31.2K - $35K
|
1.71K
$98.8K
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
56K+ 6.13% |
$2.77M - $3.1M
|
968K
$55.9M
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-51.1K- 43.58% |
$2.53M - $2.83M
|
66.1K
$3.82M
|
|
May 10, 2024
Q1 2024
|
Capital Management Corp
|
BUY
|
- |
3.68KNew |
$182K - $204K
|
3.68K
$212K
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-139- 58.9% |
$6.87K - $7.7K
|
97
$5.6K
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-214- 0.27% |
$10.6K - $11.9K
|
78.2K
$4.52M
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.2K- 2.28% |
$109K - $122K
|
94.2K
$5.44M
|
|
May 10, 2024
Q1 2024
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-5.38K- 1.31% |
$266K - $298K
|
405K
$23.4M
|
|
May 09, 2024
Q1 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
200+ 0.91% |
$9.89K - $11.1K
|
22.1K
$1.28M
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
3.66KNew |
$181K - $203K
|
3.66K
$211K
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
803+ 4.91% |
$39.7K - $44.5K
|
17.2K
$991K
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-237- 0.25% |
$11.7K - $13.1K
|
95K
$5.49M
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
BUY
|
- |
18.8K+ 29.36% |
$930K - $1.04M
|
82.8K
$4.78M
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
247+ 4.84% |
$12.2K - $13.7K
|
5.35K
$309K
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-18.3K- 44.55% |
$904K - $1.01M
|
22.8K
$1.31M
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
SELL
|
- |
-2.72K- 4.82% |
$135K - $151K
|
53.8K
$3.1M
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-24.9K- 30.41% |
$1.23M - $1.38M
|
56.9K
$3.28M
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-3.53K- 3.97% |
$175K - $196K
|
85.3K
$4.92M
|
|
May 03, 2024
Q1 2024
|
Melone Private Wealth, LLC
|
SELL
|
- |
-841- 8.35% |
$41.6K - $46.6K
|
9.23K
$533K
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-3.66K- 59.65% |
$181K - $203K
|
2.48K
$143K
|