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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-40- 0.06% |
$2.17K - $2.4K
|
64K
$4.02M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.03K+ 11.83% |
$165K - $182K
|
28.6K
$1.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
556+ 9.09% |
$30.2K - $33.4K
|
6.67K
$419K
|
|
|
Nov 04, 2024
Q3 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
7.27KNew |
$395K - $437K
|
7.27K
$457K
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
SELL
|
- |
-356- 0.43% |
$19.3K - $21.4K
|
83.2K
$5.23M
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-22- 22.68% |
$1.2K - $1.32K
|
75
$4.71K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.99K+ 29.35% |
$108K - $119K
|
8.75K
$550K
|
|
|
Oct 31, 2024
Q3 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
21.5K+ 3.23% |
$1.17M - $1.29M
|
686K
$43.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Win Advisors, Inc
|
BUY
|
- |
29.1KNew |
$1.58M - $1.75M
|
29.1K
$1.83M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
9.45KNew |
$513K - $567K
|
9.45K
$594K
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-256- 4.43% |
$13.9K - $15.4K
|
5.53K
$347K
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.92K+ 38.28% |
$104K - $115K
|
6.93K
$435K
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-3.03K- 4.54% |
$165K - $182K
|
63.8K
$4.01M
|
|
|
Oct 29, 2024
Q3 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-463- 7.29% |
$25.2K - $27.8K
|
5.89K
$370K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-160- 0.61% |
$8.69K - $9.61K
|
25.9K
$1.63M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-435- 17.47% |
$23.6K - $26.1K
|
2.06K
$129K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-212- 0.87% |
$11.5K - $12.7K
|
24.1K
$1.51M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
372+ 1.52% |
$20.2K - $22.3K
|
24.8K
$1.56M
|
|
|
Oct 23, 2024
Q3 2024
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
7.42K+ 1.76% |
$403K - $446K
|
428K
$26.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
1.58K+ 1.78% |
$86K - $95K
|
90.4K
$5.68M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-17.9K- 1.73% |
$970K - $1.07M
|
1.02M
$63.9M
|
|
|
Oct 18, 2024
Q3 2024
|
E&G Advisors, LP
|
BUY
|
- |
10+ 0.14% |
$543 - $600
|
7.03K
$442K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
290+ 1.31% |
$15.8K - $17.4K
|
22.4K
$1.41M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
930+ 7.88% |
$50.5K - $55.8K
|
12.7K
$800K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-356- 5.01% |
$19.3K - $21.4K
|
6.75K
$424K
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
96+ 0.38% |
$5.22K - $5.76K
|
25.3K
$1.59M
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.13K+ 48.52% |
$116K - $128K
|
6.52K
$410K
|
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-500- 6.68% |
$27.2K - $30K
|
6.99K
$439K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
8.2K+ 73.51% |
$445K - $492K
|
19.3K
$1.22M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
12+ 0.14% |
$652 - $720
|
8.64K
$543K
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-14.3K- 35.97% |
$778K - $860K
|
25.5K
$1.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
695+ 30.06% |
$37.8K - $41.7K
|
3.01K
$189K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
100New |
$5.43K - $6K
|
100
$6.28K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
35.9KNew |
$1.95M - $2.16M
|
35.9K
$2.26M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
6.09KNew |
$331K - $366K
|
6.09K
$383K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.8K- 4.04% |
$207K - $228K
|
90.3K
$5.68M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 07, 2024
Q3 2024
|
Melone Private Wealth, LLC
|
SELL
|
- |
-42- 0.45% |
$2.28K - $2.52K
|
9.21K
$579K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
4.11KNew |
$223K - $247K
|
4.11K
$258K
|
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
SELL
|
- |
-3.88K- 8.32% |
$211K - $233K
|
42.8K
$2.69M
|
|
| Q2 2024 | |||||||
|
Sep 10, 2024
Q2 2024
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
3.6KNew |
$191K - $205K
|
3.6K
$226K
|
|
|
Aug 16, 2024
Q2 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
6.83KNew |
$362K - $389K
|
6.83K
$429K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3+ 0.51% |
$159 - $171
|
593
$37.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-871- 83.35% |
$46.1K - $49.6K
|
174
$10.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
160New |
$8.47K - $9.12K
|
160
$10.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-250- 0.54% |
$13.2K - $14.2K
|
46.3K
$2.91M
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
13.5K+ 5.4% |
$714K - $769K
|
263K
$16.5M
|
|
|
Aug 01, 2024
Q2 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
16.9K+ 1.35% |
$894K - $963K
|
1.27M
$79.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
5.81KNew |
$308K - $331K
|
5.81K
$365K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
891New |
$47.2K - $50.8K
|
891
$56K
|
|