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 |
---|---|---|---|---|---|---|---|
Oct 07, 2024
Q3 2024
|
Melone Private Wealth, LLC
|
SELL
|
- |
-42- 0.45% |
$2.28K - $2.52K
|
9.21K
$554K
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
4.11KNew |
$223K - $247K
|
4.11K
$247K
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
SELL
|
- |
-3.88K- 8.32% |
$211K - $233K
|
42.8K
$2.57M
|
|
Q2 2024 | |||||||
Sep 10, 2024
Q2 2024
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
3.6KNew |
$191K - $205K
|
3.6K
$217K
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.05K- 0.48% |
$109K - $117K
|
422K
$25.4M
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-56.5K- 66.21% |
$2.99M - $3.22M
|
28.8K
$1.73M
|
|
Aug 16, 2024
Q2 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
6.83KNew |
$362K - $389K
|
6.83K
$411K
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-6.03K- 26.48% |
$319K - $343K
|
16.7K
$1.01M
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3+ 0.51% |
$159 - $171
|
593
$35.7K
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.93K+ 37.81% |
$102K - $110K
|
7.02K
$422K
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-49- 0.05% |
$2.59K - $2.79K
|
94.1K
$5.66M
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
450+ 1.75% |
$23.8K - $25.6K
|
26.2K
$1.58M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.04K- 1.51% |
$161K - $173K
|
198K
$11.9M
|
|
Aug 14, 2024
Q2 2024
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-1.33K- 9.52% |
$70.2K - $75.6K
|
12.6K
$758K
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
66+ 0.72% |
$3.49K - $3.76K
|
9.24K
$556K
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.23K+ 873.51% |
$171K - $184K
|
3.6K
$217K
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-38.8K- 12.9% |
$2.05M - $2.21M
|
262K
$15.8M
|
|
Aug 14, 2024
Q2 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
1.98K+ 2.52% |
$105K - $113K
|
80.7K
$4.85M
|
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
870K+ 104.39% |
$46M - $49.6M
|
1.7M
$102M
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-24- 0.44% |
$1.27K - $1.37K
|
5.4K
$324K
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
114+ 0.44% |
$6.03K - $6.5K
|
26.3K
$1.58M
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-871- 83.35% |
$46.1K - $49.6K
|
174
$10.5K
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.76KNew |
$358K - $385K
|
6.76K
$407K
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
160New |
$8.47K - $9.12K
|
160
$9.62K
|
|
Aug 13, 2024
Q2 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
32+ 0.51% |
$1.69K - $1.82K
|
6.36K
$382K
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.36KClosed |
$72K - $77.5K
|
0
$0
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-62.7K- 80.2% |
$3.32M - $3.58M
|
15.5K
$932K
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
67+ 0.55% |
$3.55K - $3.82K
|
12.3K
$741K
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
166+ 4.53% |
$8.78K - $9.46K
|
3.83K
$230K
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.26K- 2.76% |
$120K - $129K
|
79.6K
$4.79M
|
|
Aug 13, 2024
Q2 2024
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
16.1K+ 3.97% |
$852K - $917K
|
421K
$25.3M
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
1.58K+ 2.12% |
$83.7K - $90.1K
|
76.2K
$4.58M
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
12+ 0.11% |
$635 - $684
|
10.6K
$636K
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
34+ 1.99% |
$1.8K - $1.94K
|
1.75K
$105K
|
|
Aug 12, 2024
Q2 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-250- 0.54% |
$13.2K - $14.2K
|
46.3K
$2.78M
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
45.9K+ 69.41% |
$2.43M - $2.62M
|
112K
$6.74M
|
|
Aug 12, 2024
Q2 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
188+ 0.85% |
$9.95K - $10.7K
|
22.3K
$1.34M
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.98K- 2.09% |
$105K - $113K
|
93K
$5.59M
|
|
Aug 09, 2024
Q2 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-1.85K- 14.53% |
$97.9K - $105K
|
10.9K
$655K
|
|
Aug 09, 2024
Q2 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-251- 3.8% |
$13.3K - $14.3K
|
6.36K
$382K
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
56+ 0.42% |
$2.96K - $3.19K
|
13.2K
$796K
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.78K- 5.06% |
$147K - $158K
|
52.2K
$3.14M
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.22K- 1.87% |
$64.6K - $69.5K
|
64.1K
$3.85M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
57.6K+ 5.95% |
$3.05M - $3.28M
|
1.03M
$61.7M
|
|
Aug 07, 2024
Q2 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-319- 4.03% |
$16.9K - $18.2K
|
7.6K
$457K
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
SELL
|
- |
-979- 1.82% |
$51.8K - $55.8K
|
52.8K
$3.17M
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
100+ 4.18% |
$5.29K - $5.7K
|
2.49K
$150K
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
13.5K+ 5.4% |
$714K - $769K
|
263K
$15.8M
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
52.7K+ 5.37% |
$2.79M - $3M
|
1.03M
$62.2M
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
765+ 14.3% |
$40.5K - $43.6K
|
6.11K
$368K
|