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 |
---|---|---|---|---|---|---|---|
May 03, 2024
Q1 2024
|
Melone Private Wealth, LLC
|
SELL
|
- |
-841- 8.35% |
$41.6K - $46.6K
|
9.23K
$533K
|
|
May 02, 2024
Q1 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-3.39K- 29.94% |
$167K - $188K
|
7.92K
$457K
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-60.1K- 99.56% |
$2.97M - $3.33M
|
268
$15.5K
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
81New |
$4.01K - $4.49K
|
81
$4.68K
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
12.3K+ 22.94% |
$609K - $682K
|
66K
$3.81M
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-9- 0.38% |
$445 - $499
|
2.39K
$138K
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-170- 1.57% |
$8.41K - $9.42K
|
10.7K
$617K
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2.17K- 7.59% |
$107K - $120K
|
26.4K
$1.52M
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-22.5K- 2.24% |
$1.11M - $1.24M
|
982K
$56.7M
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 29, 2024
Q1 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
73.6K+ 12.89% |
$3.64M - $4.07M
|
644K
$37.2M
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
29+ 0.42% |
$1.43K - $1.61K
|
6.86K
$396K
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
93+ 0.49% |
$4.6K - $5.15K
|
19.2K
$1.11M
|
|
Apr 25, 2024
Q1 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
1.97K+ 2.27% |
$97.3K - $109K
|
88.5K
$5.11M
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
35.5KNew |
$1.76M - $1.97M
|
35.5K
$2.05M
|
|
Apr 24, 2024
Q1 2024
|
Win Advisors, Inc
|
BUY
|
- |
22.5KNew |
$1.11M - $1.25M
|
22.5K
$1.3M
|
|
Apr 23, 2024
Q1 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-200- 2.6% |
$9.89K - $11.1K
|
7.49K
$432K
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-7.93K- 16.07% |
$392K - $439K
|
41.4K
$2.39M
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-365- 5.35% |
$18.1K - $20.2K
|
6.45K
$373K
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
445+ 4.44% |
$22K - $24.7K
|
10.5K
$605K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
193+ 0.86% |
$9.55K - $10.7K
|
22.7K
$1.31M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-642- 4.9% |
$31.8K - $35.6K
|
12.5K
$720K
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
BUY
|
- |
9.74KNew |
$482K - $539K
|
9.74K
$562K
|
|
Apr 19, 2024
Q1 2024
|
E&G Advisors, LP
|
BUY
|
- |
55+ 0.8% |
$2.72K - $3.05K
|
6.95K
$401K
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
13+ 0.15% |
$643 - $720
|
8.62K
$498K
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-20- 1.15% |
$989 - $1.11K
|
1.73K
$99.7K
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2+ 0.34% |
$98.9 - $111
|
590
$34.1K
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-13.5K- 32.81% |
$667K - $747K
|
27.6K
$1.6M
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-187- 4.09% |
$9.25K - $10.4K
|
4.39K
$254K
|
|
Apr 11, 2024
Q1 2024
|
Rockland Trust CO
|
SELL
|
- |
-2.12K- 4.22% |
$105K - $117K
|
48.1K
$2.78M
|
|
Apr 10, 2024
Q1 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
86+ 0.34% |
$4.25K - $4.76K
|
25.2K
$1.45M
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
9New |
$445 - $499
|
9
$520
|
|
Q4 2023 | |||||||
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-6.63K- 2.59% |
$289K - $333K
|
250K
$14.4M
|
|
May 22, 2024
Q4 2023
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
10.6KNew |
$461K - $531K
|
10.6K
$610K
|
|
Feb 16, 2024
Q4 2023
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
6.61KNew |
$289K - $332K
|
6.61K
$381K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
14.1K+ 104.2% |
$614K - $708K
|
27.6K
$1.59M
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-92.6K- 92.6% |
$4.04M - $4.66M
|
7.4K
$427K
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-991- 48.67% |
$43.3K - $49.9K
|
1.05K
$60.3K
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
4.57KNew |
$200K - $230K
|
4.57K
$264K
|
|
Feb 13, 2024
Q4 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-315- 2.41% |
$13.8K - $15.9K
|
12.7K
$735K
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
370New |
$16.2K - $18.6K
|
370
$21.4K
|
|
Feb 13, 2024
Q4 2023
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-290- 2.04% |
$12.7K - $14.6K
|
13.9K
$805K
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
286New |
$12.5K - $14.4K
|
286
$16.5K
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-223- 2.66% |
$9.74K - $11.2K
|
8.16K
$471K
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
5.08KNew |
$222K - $256K
|
5.08K
$293K
|
|
Feb 02, 2024
Q4 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-20- 0.1% |
$874 - $1.01K
|
21K
$1.21M
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
219New |
$9.57K - $11K
|
219
$12.6K
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
262+ 1.04% |
$11.4K - $13.2K
|
25.5K
$1.48M
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
385New |
$16.8K - $19.4K
|
385
$22.2K
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
56.8KNew |
$2.48M - $2.86M
|
56.8K
$3.28M
|