Purchases and Sales Made in Q1 2022 in Wisdomtree U.S. Largecap Fund (EPS)
This table provides information about the institutional ownership of Wisdomtree U.S. Largecap Fund (EPS) during Q1 2022. The information is specifically focused on institutions that hold shares of WISDOMTREE U.S. LARGECAP FUND .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.13M+ 495.89% |
$50.7M - $57.5M
|
1.36M
$86.2M
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
102K+ 362.76% |
$4.6M - $5.22M
|
131K
$8.31M
|
|
May 13, 2022
Q1 2022
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
62.2KNew |
$2.79M - $3.16M
|
62.2K
$3.95M
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
56.3K+ 23173.25% |
$2.53M - $2.87M
|
56.6K
$3.59M
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
53.5K+ 6.41% |
$2.4M - $2.72M
|
887K
$56.4M
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
44.1K+ 53.21% |
$1.98M - $2.25M
|
127K
$8.07M
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
42.1K+ 25.71% |
$1.89M - $2.14M
|
206K
$13.1M
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
40.1K+ 10.8% |
$1.8M - $2.04M
|
411K
$26.1M
|
|
May 13, 2022
Q1 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
24.4K+ 11.28% |
$1.1M - $1.24M
|
240K
$15.3M
|
|
May 10, 2022
Q1 2022
|
New Square Capital LLC
|
BUY
|
- |
21K+ 44.04% |
$944K - $1.07M
|
68.7K
$4.37M
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
15.6KNew |
$700K - $794K
|
15.6K
$990K
|
|
Apr 04, 2022
Q1 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
15K+ 17.53% |
$674K - $764K
|
101K
$6.39M
|
|
Apr 07, 2022
Q1 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
14.2KNew |
$638K - $723K
|
14.2K
$902K
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
14KNew |
$629K - $713K
|
14K
$890K
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
13.4K+ 23.69% |
$602K - $682K
|
70K
$4.45M
|
|
May 11, 2022
Q1 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
13.1KNew |
$589K - $668K
|
13.1K
$834K
|
|
May 16, 2022
Q1 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
10.3K+ 91.05% |
$461K - $522K
|
21.5K
$1.37M
|
|
May 13, 2022
Q1 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
7.25K+ 9.72% |
$326K - $369K
|
81.8K
$5.2M
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.21K+ 4.51% |
$324K - $367K
|
167K
$10.6M
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.55K+ 8.19% |
$294K - $334K
|
86.5K
$5.5M
|
|
May 10, 2022
Q1 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
4.82K+ 9.7% |
$216K - $245K
|
54.4K
$3.46M
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
4KNew |
$180K - $204K
|
4K
$254K
|
|
Apr 12, 2022
Q1 2022
|
Marietta Wealth Management, LLC
|
BUY
|
- |
2.96K+ 3.46% |
$133K - $151K
|
88.7K
$5.64M
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.88K+ 3.82% |
$129K - $147K
|
78.2K
$4.97M
|
|
May 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.72K+ 22.6% |
$122K - $139K
|
14.8K
$938K
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.35K+ 57.22% |
$60.6K - $68.6K
|
3.7K
$235K
|
|
May 13, 2022
Q1 2022
|
Rmr Wealth Builders
|
BUY
|
- |
1.31K+ 29.88% |
$58.9K - $66.8K
|
5.7K
$362K
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
916+ 4.55% |
$41.2K - $46.6K
|
21.1K
$1.34M
|
|
Apr 29, 2022
Q1 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
533+ 4.73% |
$23.9K - $27.1K
|
11.8K
$750K
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
321+ 12.79% |
$14.4K - $16.3K
|
2.83K
$180K
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
316+ 7.94% |
$14.2K - $16.1K
|
4.3K
$273K
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
277New |
$12.4K - $14.1K
|
277
$17.6K
|
|
May 13, 2022
Q1 2022
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
217+ 0.89% |
$9.75K - $11K
|
24.7K
$1.57M
|
|
May 10, 2022
Q1 2022
|
Ifs Advisors, LLC
|
BUY
|
- |
200+ 4.11% |
$8.99K - $10.2K
|
5.06K
$322K
|
|
Apr 19, 2022
Q1 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
136+ 0.65% |
$6.11K - $6.93K
|
20.9K
$1.33M
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
96+ 3.78% |
$4.31K - $4.89K
|
2.64K
$167K
|
|
Apr 29, 2022
Q1 2022
|
Melone Private Wealth, LLC
|
BUY
|
- |
45+ 0.41% |
$2.02K - $2.29K
|
11.1K
$708K
|
|
May 16, 2022
Q1 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
21+ 0.34% |
$944 - $1.07K
|
6.29K
$400K
|
|
May 10, 2022
Q1 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
3+ 0.18% |
$135 - $153
|
1.7K
$108K
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-4- 1.58% |
$180 - $204
|
249
$15.8K
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-9- 0.18% |
$404 - $458
|
4.88K
$310K
|
|
Apr 26, 2022
Q1 2022
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-31- 0.43% |
$1.39K - $1.58K
|
7.25K
$461K
|
|
May 13, 2022
Q1 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-41- 4.1% |
$1.84K - $2.09K
|
959
$60.9K
|
|
Apr 20, 2022
Q1 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-52- 0.89% |
$2.34K - $2.65K
|
5.8K
$368K
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-98- 1.03% |
$4.4K - $4.99K
|
9.44K
$600K
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-134- 0.4% |
$6.02K - $6.82K
|
33.4K
$2.12M
|
|
May 04, 2022
Q1 2022
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-330- 0.74% |
$14.8K - $16.8K
|
44.4K
$2.82M
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-414- 2.74% |
$18.6K - $21.1K
|
14.7K
$935K
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-502- 9.84% |
$22.6K - $25.6K
|
4.6K
$292K
|