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 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-514- 1.76% |
$23.1K - $26.2K
|
28.6K
$1.82M
|
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-700- 2.99% |
$31.5K - $35.6K
|
22.7K
$1.44M
|
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-768- 13.52% |
$34.5K - $39.1K
|
4.91K
$312K
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-773- 3.99% |
$34.7K - $39.4K
|
18.6K
$1.18M
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-778- 8.72% |
$35K - $39.6K
|
8.15K
$518K
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-779- 4.36% |
$35K - $39.7K
|
17.1K
$1.09M
|
|
|
Apr 21, 2022
Q1 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-804Closed |
$36.1K - $40.9K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
SELL
|
- |
-900- 44.18% |
$40.4K - $45.8K
|
1.14K
$72.3K
|
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-931- 70.8% |
$41.8K - $47.4K
|
384
$24.4K
|
|
|
May 10, 2022
Q1 2022
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-1.12K- 4.82% |
$50.5K - $57.2K
|
22.2K
$1.41M
|
|
|
Apr 20, 2022
Q1 2022
|
Advisor Resource Council
|
SELL
|
- |
-1.4K- 7.55% |
$62.9K - $71.3K
|
17.1K
$1.09M
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.59K- 0.94% |
$71.3K - $80.9K
|
167K
$10.6M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.69K- 1.72% |
$75.8K - $85.9K
|
96.6K
$6.14M
|
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.72K- 20.37% |
$77.2K - $87.5K
|
6.72K
$427K
|
|
|
Apr 14, 2022
Q1 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-2.12K- 17.04% |
$95K - $108K
|
10.3K
$654K
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.46K- 2.89% |
$155K - $176K
|
116K
$7.39M
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
SELL
|
- |
-4.64K- 7.93% |
$208K - $236K
|
53.8K
$3.42M
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.03K- 34.83% |
$226K - $256K
|
9.42K
$599K
|
|
|
May 13, 2022
Q1 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-7.69K- 14.18% |
$346K - $392K
|
46.6K
$2.96M
|
|
|
Apr 07, 2022
Q1 2022
|
Acg Wealth
|
SELL
|
- |
-8.39K- 42.12% |
$377K - $427K
|
11.5K
$732K
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-20.2KClosed |
$907K - $1.03M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-27KClosed |
$1.21M - $1.37M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
M&T Bank Corp
|
SELL
|
- |
-30.7KClosed |
$1.38M - $1.56M
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-42.6K- 16.97% |
$1.91M - $2.17M
|
208K
$13.2M
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-45.5K- 4.88% |
$2.05M - $2.32M
|
887K
$56.4M
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-52.8K- 30.35% |
$2.37M - $2.69M
|
121K
$7.7M
|
|
|
Apr 08, 2022
Q1 2022
|
Beacon Financial Group
|
SELL
|
- |
-237K- 36.38% |
$10.6M - $12.1M
|
414K
$26.3M
|
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-285KClosed |
$12.8M - $14.5M
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Private Wealth Strategies, L.L.C.
|
SELL
|
- |
-317K- 18.83% |
$14.2M - $16.1M
|
1.37M
$86.8M
|
|
|
May 13, 2022
Q1 2022
|
Win Advisors, Inc
|
SELL
|
- |
-354K- 98.92% |
$15.9M - $18M
|
3.87K
$246K
|