Latest Institutional Sells 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 sells. 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 sale 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
$214K
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Private Wealth Strategies, L.L.C.
|
SELL
|
- |
-264K- 17.39% |
$13.1M - $14.6M
|
1.25M
$71.8M
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-66K- 6.82% |
$3.26M - $3.65M
|
901K
$51.6M
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-60.1K- 99.56% |
$2.97M - $3.33M
|
268
$15.4K
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-51.1K- 43.58% |
$2.53M - $2.83M
|
66.1K
$3.79M
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-24.9K- 30.41% |
$1.23M - $1.38M
|
56.9K
$3.26M
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-22.5K- 2.24% |
$1.11M - $1.24M
|
982K
$56.3M
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-20.2K- 26.89% |
$1M - $1.12M
|
55K
$3.15M
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-18.3K- 44.55% |
$904K - $1.01M
|
22.8K
$1.3M
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-17.8K- 5.59% |
$881K - $987K
|
301K
$17.3M
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-13.5K- 32.81% |
$667K - $747K
|
27.6K
$1.58M
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-10.2K- 80.84% |
$505K - $565K
|
2.42K
$139K
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-7.93K- 16.07% |
$392K - $439K
|
41.4K
$2.37M
|
|
May 10, 2024
Q1 2024
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-5.38K- 1.31% |
$266K - $298K
|
405K
$23.2M
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-5.1K- 2.47% |
$252K - $283K
|
201K
$11.5M
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-3.66K- 59.65% |
$181K - $203K
|
2.48K
$142K
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-3.53K- 3.97% |
$175K - $196K
|
85.3K
$4.89M
|
|
May 02, 2024
Q1 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-3.39K- 29.94% |
$167K - $188K
|
7.92K
$454K
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
SELL
|
- |
-2.72K- 4.82% |
$135K - $151K
|
53.8K
$3.08M
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.2K- 2.28% |
$109K - $122K
|
94.2K
$5.4M
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2.17K- 7.59% |
$107K - $120K
|
26.4K
$1.51M
|
|
Apr 11, 2024
Q1 2024
|
Rockland Trust CO
|
SELL
|
- |
-2.12K- 4.22% |
$105K - $117K
|
48.1K
$2.76M
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.6K- 2.39% |
$78.9K - $88.4K
|
65.3K
$3.74M
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.51K- 14.16% |
$74.9K - $83.9K
|
9.18K
$526K
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.36K- 20.01% |
$67.1K - $75.1K
|
5.42K
$311K
|
|
May 03, 2024
Q1 2024
|
Melone Private Wealth, LLC
|
SELL
|
- |
-841- 8.35% |
$41.6K - $46.6K
|
9.23K
$529K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-642- 4.9% |
$31.8K - $35.6K
|
12.5K
$714K
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-620- 5.54% |
$30.7K - $34.3K
|
10.6K
$605K
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-579- 2.2% |
$28.6K - $32.1K
|
25.8K
$1.48M
|
|
May 15, 2024
Q1 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-372- 0.47% |
$18.4K - $20.6K
|
78.7K
$4.51M
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-365- 5.35% |
$18.1K - $20.2K
|
6.45K
$370K
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-311- 0.2% |
$15.4K - $17.2K
|
155K
$8.87M
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-237- 0.25% |
$11.7K - $13.1K
|
95K
$5.45M
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-214- 0.27% |
$10.6K - $11.9K
|
78.2K
$4.48M
|
|
Apr 23, 2024
Q1 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-200- 2.6% |
$9.89K - $11.1K
|
7.49K
$429K
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-187- 4.09% |
$9.25K - $10.4K
|
4.39K
$252K
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-170- 1.57% |
$8.41K - $9.42K
|
10.7K
$612K
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-155- 1.25% |
$7.67K - $8.59K
|
12.3K
$703K
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-139- 58.9% |
$6.87K - $7.7K
|
97
$5.56K
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-115- 0.86% |
$5.69K - $6.37K
|
13.2K
$756K
|
|
May 15, 2024
Q1 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-100- 0.21% |
$4.95K - $5.54K
|
46.5K
$2.67M
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-20- 1.15% |
$989 - $1.11K
|
1.73K
$98.9K
|
|
May 14, 2024
Q1 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-12- 0.19% |
$594 - $665
|
6.32K
$362K
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-9- 0.38% |
$445 - $499
|
2.39K
$137K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-92.6K- 92.6% |
$4.04M - $4.66M
|
7.4K
$424K
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-6.63K- 2.59% |
$289K - $333K
|
250K
$14.3M
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.16K- 22.02% |
$50.6K - $58.3K
|
4.11K
$235K
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-991- 48.67% |
$43.3K - $49.9K
|
1.05K
$59.9K
|
|
Feb 13, 2024
Q4 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-315- 2.41% |
$13.8K - $15.9K
|
12.7K
$730K
|
|
Feb 13, 2024
Q4 2023
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-290- 2.04% |
$12.7K - $14.6K
|
13.9K
$799K
|