Latest Institutional Purchases of Wisdomtree U.S. Largecap Fund (EPS)
This list provides information on the latest institutional transactions involving Wisdomtree U.S. Largecap Fund (EPS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
13K+ 35.07% |
$500K - $600K
|
50.2K
$3.15M
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
BUY
|
- |
3.52KNew |
$135K - $162K
|
3.52K
$221K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
3.19KNew |
$123K - $147K
|
3.19K
$201K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.84KNew |
$70.6K - $84.6K
|
1.84K
$115K
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
763+ 6.62% |
$29.3K - $35.1K
|
12.3K
$772K
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
BUY
|
- |
683New |
$26.2K - $31.4K
|
683
$42.9K
|
|
|
Nov 02, 2022
Q3 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
560+ 9.36% |
$21.5K - $25.8K
|
6.54K
$411K
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
13+ 5.22% |
$499 - $598
|
262
$16.5K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
6.45KNew |
$256K - $314K
|
6.45K
$405K
|
|
|
Jul 11, 2022
Q2 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
6.39KNew |
$254K - $311K
|
6.39K
$402K
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
4.72KNew |
$187K - $230K
|
4.72K
$296K
|
|
|
Aug 02, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
3.14KNew |
$125K - $153K
|
3.14K
$197K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
47New |
$1.87K - $2.29K
|
47
$2.95K
|
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
12New |
$477 - $585
|
12
$754
|
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 10, 2022
Q1 2022
|
Ifs Advisors, LLC
|
BUY
|
- |
200+ 4.11% |
$8.99K - $10.2K
|
5.06K
$318K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
676New |
$31.1K - $34.3K
|
676
$42.5K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
301New |
$13.8K - $15.3K
|
301
$18.9K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
162New |
$7.45K - $8.21K
|
162
$10.2K
|
|
| Q2 2021 | |||||||
|
Aug 10, 2021
Q2 2021
|
Daido Life Insurance CO
Tokyo, M0 |
BUY
|
- |
102K+ 22.91% |
$4.48M - $4.74M
|
549K
$34.5M
|
|
| Q1 2021 | |||||||
|
Apr 14, 2021
Q1 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
536New |
$21.2K - $23.3K
|
536
$33.7K
|
|
| Q4 2020 | |||||||
|
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
5.4KNew |
$186K - $217K
|
5.4K
$339K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
218New |
N/A
|
218
$13.7K
|
|
| Q4 2017 | |||||||
|
Feb 14, 2018
Q4 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
2+ 200.0% |
N/A
|
3
$189
|
|