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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-250- 0.54% |
$13.2K - $14.2K
|
46.3K
$2.97M
|
|
| Q1 2024 | |||||||
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-7.93K- 16.07% |
$392K - $439K
|
41.4K
$2.66M
|
|
|
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
$159K
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-311- 0.2% |
$15.4K - $17.2K
|
155K
$9.95M
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-20- 1.15% |
$989 - $1.11K
|
1.73K
$111K
|
|
| Q4 2023 | |||||||
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-223- 2.66% |
$9.74K - $11.2K
|
8.16K
$525K
|
|
| Q3 2023 | |||||||
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-300- 1.66% |
$13.7K - $14.6K
|
17.7K
$1.14M
|
|
|
Oct 20, 2023
Q3 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-283- 2.73% |
$12.9K - $13.8K
|
10.1K
$649K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-132- 6.02% |
$6.01K - $6.42K
|
2.06K
$132K
|
|
|
Nov 16, 2023
Q3 2023
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-42- 0.67% |
$1.91K - $2.04K
|
6.27K
$403K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-2.3K- 11.05% |
$98.8K - $107K
|
18.5K
$1.19M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-196- 17.88% |
$8.43K - $9.17K
|
900
$57.9K
|
|
| Q4 2022 | |||||||
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-254- 89.75% |
$9.78K - $11.2K
|
29
$1.86K
|
|
| Q3 2022 | |||||||
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-800- 44.44% |
$30.7K - $36.8K
|
1K
$64.3K
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
SELL
|
- |
-295- 7.29% |
$11.3K - $13.6K
|
3.75K
$241K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-28- 13.93% |
$1.07K - $1.29K
|
173
$11.1K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-8.28KClosed |
$329K - $403K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4.91KClosed |
$195K - $239K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Pacifica Partners Inc.
|
SELL
|
- |
-1.03K- 66.93% |
$40.9K - $50.2K
|
509
$32.7K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-285KClosed |
$12.8M - $14.5M
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-804Closed |
$36.1K - $40.9K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-140Closed |
$6.44K - $7.1K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 09, 2021
Q3 2021
|
Private Ocean, LLC
|
SELL
|
- |
-3.19KClosed |
$146K - $155K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-13KClosed |
$514K - $563K
|
0
$0
|
|
|
Apr 20, 2021
Q1 2021
|
Unison Advisors LLC
|
SELL
|
- |
-12.8KClosed |
$509K - $557K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-742Closed |
$29.4K - $32.2K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-641Closed |
$25.4K - $27.8K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-115Closed |
$3.96K - $4.62K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 04, 2020
Q3 2020
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-153KClosed |
$5.07M - $5.76M
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-1.75KClosed |
$58.1K - $66K
|
0
$0
|
|
|
Aug 13, 2024
Q3 2020
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-97Closed |
$3.22K - $3.66K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Jul 10, 2020
Q2 2020
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-272KClosed |
$7.31M - $9.66M
|
0
$0
|
|
|
Jul 15, 2020
Q2 2020
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-12KClosed |
$323K - $426K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.97KClosed |
$52.8K - $69.8K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.1KClosed |
$29.5K - $39K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-197Closed |
$5.29K - $6.99K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Apr 28, 2020
Q1 2020
|
Trilogy Capital Inc.
|
SELL
|
- |
-381KClosed |
$9.27M - $14.4M
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-5.28KClosed |
$129K - $200K
|
0
$0
|
|
|
Feb 11, 2021
Q1 2020
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-1.13KClosed |
$27.6K - $43K
|
0
$0
|
|
|
Apr 20, 2020
Q1 2020
|
Firestone Capital Management
|
SELL
|
- |
-901Closed |
$21.9K - $34.2K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Meeder Asset Management Inc
|
SELL
|
- |
-474Closed |
$11.5K - $18K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-162Closed |
$3.94K - $6.14K
|
0
$0
|
|
|
Jun 03, 2020
Q1 2020
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-76Closed |
$1.85K - $2.88K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 15, 2019
Q3 2019
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-26.6KClosed |
$888K - $909K
|
0
$0
|
|
|
Oct 04, 2019
Q3 2019
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-900Closed |
$30K - $30.7K
|
0
$0
|
|
|
Oct 30, 2019
Q3 2019
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-135Closed |
$4.5K - $4.61K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Jul 24, 2019
Q2 2019
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-2KClosed |
N/A
|
0
$0
|
|
|
Jul 31, 2019
Q2 2019
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-389Closed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 09, 2019
Q1 2019
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-25.9KClosed |
N/A
|
0
$0
|
|