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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-67.4K- 25.72% |
$3.66M - $4.05M
|
195K
$12.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-17.9K- 1.73% |
$970K - $1.07M
|
1.02M
$63.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-14.3K- 35.97% |
$778K - $860K
|
25.5K
$1.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-6.14K- 36.71% |
$334K - $369K
|
10.6K
$658K
|
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
SELL
|
- |
-3.88K- 8.32% |
$211K - $233K
|
42.8K
$2.66M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.8K- 4.04% |
$207K - $228K
|
90.3K
$5.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-3.27K- 15.55% |
$178K - $196K
|
17.8K
$1.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.14K- 6.01% |
$170K - $188K
|
49.1K
$3.05M
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-3.03K- 4.54% |
$165K - $182K
|
63.8K
$3.96M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3K- 3.22% |
$163K - $180K
|
90K
$5.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.57K- 5.44% |
$85.1K - $94.1K
|
27.3K
$1.69M
|
|
|
Nov 12, 2024
Q3 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-1.51K- 6.77% |
$82K - $90.7K
|
20.8K
$1.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
SELL
|
- |
-1.19K- 2.25% |
$64.5K - $71.3K
|
51.6K
$3.21M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-812- 15.05% |
$44.1K - $48.8K
|
4.58K
$285K
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-668- 6.31% |
$36.3K - $40.1K
|
9.91K
$616K
|
|
|
Nov 07, 2024
Q3 2024
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-656- 5.2% |
$35.6K - $39.4K
|
12K
$743K
|
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-500- 6.68% |
$27.2K - $30K
|
6.99K
$434K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-471- 3.04% |
$25.6K - $28.3K
|
15K
$934K
|
|
|
Oct 29, 2024
Q3 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-463- 7.29% |
$25.2K - $27.8K
|
5.89K
$366K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-435- 17.47% |
$23.6K - $26.1K
|
2.06K
$128K
|
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-411- 5.41% |
$22.3K - $24.7K
|
7.19K
$447K
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
SELL
|
- |
-356- 0.43% |
$19.3K - $21.4K
|
83.2K
$5.17M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-356- 5.01% |
$19.3K - $21.4K
|
6.75K
$420K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-309- 2.33% |
$16.8K - $18.6K
|
12.9K
$804K
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-256- 4.43% |
$13.9K - $15.4K
|
5.53K
$343K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-212- 0.87% |
$11.5K - $12.7K
|
24.1K
$1.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-160- 0.61% |
$8.69K - $9.61K
|
25.9K
$1.61M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-159- 0.2% |
$8.64K - $9.55K
|
79.5K
$4.94M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-129- 55.36% |
$7.01K - $7.75K
|
104
$6.46K
|
|
|
Nov 13, 2024
Q3 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-95- 0.87% |
$5.16K - $5.7K
|
10.8K
$670K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-69- 0.26% |
$3.75K - $4.14K
|
26.2K
$1.63M
|
|
|
Oct 07, 2024
Q3 2024
|
Melone Private Wealth, LLC
|
SELL
|
- |
-42- 0.45% |
$2.28K - $2.52K
|
9.21K
$572K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-40- 0.06% |
$2.17K - $2.4K
|
64K
$3.98M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-39- 0.59% |
$2.12K - $2.34K
|
6.62K
$411K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-25- 0.2% |
$1.36K - $1.5K
|
12.3K
$764K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-22- 22.68% |
$1.2K - $1.32K
|
75
$4.66K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-871- 83.35% |
$46.1K - $49.6K
|
174
$10.8K
|
|
|
Jul 01, 2024
Q2 2024
|
Moller Financial Services
|
SELL
|
- |
-464- 11.06% |
$24.6K - $26.4K
|
3.73K
$232K
|
|
|
Aug 12, 2024
Q2 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-250- 0.54% |
$13.2K - $14.2K
|
46.3K
$2.87M
|
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-63- 0.6% |
$3.33K - $3.59K
|
10.4K
$647K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Management Corp
|
SELL
|
- |
-25- 0.68% |
$1.32K - $1.42K
|
3.66K
$227K
|
|
| Q1 2024 | |||||||
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-7.93K- 16.07% |
$392K - $439K
|
41.4K
$2.57M
|
|
|
Aug 08, 2024
Q1 2024
|
Syntrinsic LLC
Denver, CO |
SELL
|
- |
-4.3KClosed |
$213K - $238K
|
0
$0
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-3.66K- 59.65% |
$181K - $203K
|
2.48K
$154K
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-311- 0.2% |
$15.4K - $17.2K
|
155K
$9.62M
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-20- 1.15% |
$989 - $1.11K
|
1.73K
$107K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-92.6K- 92.6% |
$4.04M - $4.66M
|
7.4K
$460K
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-223- 2.66% |
$9.74K - $11.2K
|
8.16K
$507K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-28.8K- 72.53% |
$1.31M - $1.4M
|
10.9K
$679K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-300- 1.66% |
$13.7K - $14.6K
|
17.7K
$1.1M
|
|