Latest Institutional Sells of Wisdomtree U.S. Largecap Fund (EPS)

EPS Quotes by TradingView

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
Oct 20, 2023 Q3 2023
My Legacy Advisors, LLC

SELL
 -
-283
- 2.73%
$12.9K - $13.8K
10.1K $634K
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 $129K
Nov 16, 2023 Q3 2023
Mezzasalma Advisors, LLC

SELL
 -
-42
- 0.67%
$1.91K - $2.04K
6.27K $394K
Q2 2023
Aug 11, 2023 Q2 2023
Truadvice, LLC

Sarasota, FL
SELL
 -
-2.3K
- 11.05%
$98.8K - $107K
18.5K $1.16M
Aug 02, 2023 Q2 2023
Bank Of Montreal

Toronto, A6
SELL
 -
-196
- 17.88%
$8.43K - $9.17K
900 $56.6K
Q4 2022
Jan 19, 2023 Q4 2022
Psi Advisors, LLC

SELL
 -
-254
- 89.75%
$9.78K - $11.2K
29 $1.82K
Q3 2022
Nov 02, 2022 Q3 2022
Rockefeller Capital Management L.P.

New York, NY
SELL
 -
-800
- 44.44%
$30.7K - $36.8K
1K $62.8K
Oct 27, 2022 Q3 2022
Us Bancorp \De\

SELL
 -
-295
- 7.29%
$11.3K - $13.6K
3.75K $236K
Oct 27, 2022 Q3 2022
Money Concepts Capital Corp

SELL
 -
-28
- 13.93%
$1.07K - $1.29K
173 $10.9K
Q2 2022
Aug 15, 2022 Q2 2022
Resurgent Financial Advisors LLC

Atlanta, GA
SELL
 -
-8.28K
Closed
$329K - $403K
0 $0
Jul 22, 2022 Q2 2022
Pacifica Partners Inc.

SELL
 -
-1.03K
- 66.93%
$40.9K - $50.2K
509 $32K
Q1 2022
May 16, 2022 Q1 2022
Iht Wealth Management, LLC

Chicago, IL
SELL
 -
-285K
Closed
$12.8M - $14.5M
0 $0
Apr 21, 2022 Q1 2022
Asset Dedication, LLC

SELL
 -
-804
Closed
$36.1K - $40.9K
0 $0
Q4 2021
Feb 14, 2022 Q4 2021
Barclays PLC

London, X0
SELL
 -
-140
Closed
$6.44K - $7.1K
0 $0
Q3 2021
Nov 09, 2021 Q3 2021
Private Ocean, LLC

SELL
 -
-3.19K
Closed
$146K - $155K
0 $0
Q1 2021
May 17, 2021 Q1 2021
Thrivent Financial For Lutherans

Minneapolis, MN
SELL
 -
-13K
Closed
$514K - $563K
0 $0
Apr 20, 2021 Q1 2021
Unison Advisors LLC

SELL
 -
-12.8K
Closed
$509K - $557K
0 $0
May 10, 2021 Q1 2021
Safeguard Investment Advisory Group, LLC

SELL
 -
-742
Closed
$29.4K - $32.2K
0 $0
May 13, 2021 Q1 2021
Capital Asset Advisory Services LLC

Haslett, MI
SELL
 -
-641
Closed
$25.4K - $27.8K
0 $0
Q4 2020
Feb 08, 2021 Q4 2020
Flagship Harbor Advisors, LLC

SELL
 -
-115
Closed
$3.96K - $4.62K
0 $0
Q3 2020
Nov 04, 2020 Q3 2020
Sawtooth Solutions, LLC

SELL
 -
-153K
Closed
$5.07M - $5.76M
0 $0
Nov 13, 2020 Q3 2020
Kore Private Wealth LLC

New York, NY
SELL
 -
-1.75K
Closed
$58.1K - $66K
0 $0
Aug 13, 2024 Q3 2020
Glen Eagle Advisors, LLC

Kingston, NJ
SELL
 -
-97
Closed
$3.22K - $3.66K
0 $0
Q2 2020
Jul 10, 2020 Q2 2020
Leicht Financial Planning & Wealth Management, Inc.

SELL
 -
-272K
Closed
$7.31M - $9.66M
0 $0
Aug 17, 2020 Q2 2020
Jane Street Group, LLC

New York, NY
SELL
 -
-14.1K
Closed
$378K - $500K
0 $0
Jul 15, 2020 Q2 2020
Surevest, LLC

Los Angeles, CA
SELL
 -
-12K
Closed
$323K - $426K
0 $0
Aug 14, 2020 Q2 2020
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
SELL
 -
-1.97K
Closed
$52.8K - $69.8K
0 $0
Aug 13, 2020 Q2 2020
Prestige Wealth Management Group LLC

SELL
 -
-197
Closed
$5.29K - $6.99K
0 $0
Q1 2020
Apr 28, 2020 Q1 2020
Trilogy Capital Inc.

SELL
 -
-381K
Closed
$9.27M - $14.4M
0 $0
May 14, 2020 Q1 2020
Independent Advisor Alliance

SELL
 -
-15.8K
Closed
$385K - $600K
0 $0
May 14, 2020 Q1 2020
Mycio Wealth Partners, LLC

SELL
 -
-5.28K
Closed
$129K - $200K
0 $0
Feb 11, 2021 Q1 2020
Iag Wealth Partners, LLC

SELL
 -
-1.13K
Closed
$27.6K - $43K
0 $0
Apr 20, 2020 Q1 2020
Firestone Capital Management

SELL
 -
-901
Closed
$21.9K - $34.2K
0 $0
May 15, 2020 Q1 2020
Meeder Asset Management Inc

SELL
 -
-474
Closed
$11.5K - $18K
0 $0
May 12, 2020 Q1 2020
Wealth Shield Partners, LLC

Cary, NC
SELL
 -
-162
Closed
$3.94K - $6.14K
0 $0
Jun 03, 2020 Q1 2020
Lloyd Advisory Services, Llc.

Suwanee, GA
SELL
 -
-76
Closed
$1.85K - $2.88K
0 $0
Q3 2019
Nov 15, 2019 Q3 2019
Cutler Investment Counsel LLC

SELL
 -
-26.6K
Closed
$888K - $909K
0 $0
Oct 04, 2019 Q3 2019
Redhawk Wealth Advisors, Inc.

Minneapolis, MN
SELL
 -
-900
Closed
$30K - $30.7K
0 $0
Oct 30, 2019 Q3 2019
Liberty Wealth Management LLC

Oakland, CA
SELL
 -
-135
Closed
$4.5K - $4.61K
0 $0
Nov 08, 2019 Q3 2019
Pnc Financial Services Group, Inc.

Pittsburgh, PA
SELL
 -
-18
- 1.5%
$600 - $615
1.18K $74.1K
Q2 2019
Aug 14, 2019 Q2 2019
Mariner, LLC

Overland Park, KS
SELL
 -
-8.09K
Closed
N/A
0 $0
Jul 24, 2019 Q2 2019
St. Johns Investment Management Company, LLC

SELL
 -
-2K
Closed
N/A
0 $0
Jul 31, 2019 Q2 2019
Camarda Financial Advisors, LLC

Fleming Island, FL
SELL
 -
-389
Closed
N/A
0 $0
Q1 2019
May 09, 2019 Q1 2019
Regal Investment Advisors LLC

Kentwood, MI
SELL
 -
-25.9K
Closed
N/A
0 $0
Q4 2018
Feb 08, 2019 Q4 2018
Wilbanks Smith & Thomas Asset Management LLC

SELL
 -
-151
Closed
N/A
0 $0
Q2 2018
Aug 16, 2018 Q2 2018
Clearwater Capital Advisors, LLC

SELL
 -
-801
Closed
N/A
0 $0
Jul 11, 2018 Q2 2018
Ledyard National Bank

SELL
 -
-465
Closed
N/A
0 $0
Q1 2018
Apr 17, 2018 Q1 2018
Calton & Associates, Inc.

SELL
 -
-540
Closed
N/A
0 $0

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