Purchases and Sales Made in Q1 2024 in Wisdomtree U.S. Largecap Fund (EPS)
This table provides information about the institutional ownership of Wisdomtree U.S. Largecap Fund (EPS) during Q1 2024. 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 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
833KNew |
$41.2M - $46.2M
|
833K
$53M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
425KNew |
$21M - $23.5M
|
425K
$27M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
92.8K+ 32.67% |
$4.59M - $5.14M
|
377K
$24M
|
|
|
Apr 29, 2024
Q1 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
73.6K+ 12.89% |
$3.64M - $4.07M
|
644K
$40.9M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
56K+ 6.13% |
$2.77M - $3.1M
|
968K
$61.5M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
35.5KNew |
$1.76M - $1.97M
|
35.5K
$2.26M
|
|
|
Apr 24, 2024
Q1 2024
|
Win Advisors, Inc
|
BUY
|
- |
22.5KNew |
$1.11M - $1.25M
|
22.5K
$1.43M
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
BUY
|
- |
18.8K+ 29.36% |
$930K - $1.04M
|
82.8K
$5.26M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
17.8K+ 67.6% |
$880K - $986K
|
44.1K
$2.8M
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
12.3K+ 22.94% |
$609K - $682K
|
66K
$4.19M
|
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
BUY
|
- |
9.74KNew |
$482K - $539K
|
9.74K
$619K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.83K+ 7.66% |
$288K - $323K
|
81.9K
$5.21M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.34KNew |
$215K - $240K
|
4.34K
$276K
|
|
|
May 10, 2024
Q1 2024
|
Capital Management Corp
|
BUY
|
- |
3.68KNew |
$182K - $204K
|
3.68K
$234K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
3.66KNew |
$181K - $203K
|
3.66K
$233K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.65K+ 11.28% |
$131K - $147K
|
26.1K
$1.66M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
2.09K+ 2.87% |
$103K - $116K
|
74.7K
$4.75M
|
|
|
Apr 25, 2024
Q1 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
1.97K+ 2.27% |
$97.3K - $109K
|
88.5K
$5.62M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.22K+ 18.32% |
$60.3K - $67.6K
|
7.88K
$501K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.15KNew |
$56.8K - $63.7K
|
1.15K
$73K
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
803+ 4.91% |
$39.7K - $44.5K
|
17.2K
$1.09M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
688+ 15.61% |
$34K - $38.1K
|
5.1K
$324K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
631+ 58.43% |
$31.2K - $35K
|
1.71K
$109K
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
445+ 4.44% |
$22K - $24.7K
|
10.5K
$666K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
370New |
$18.3K - $20.5K
|
370
$23.5K
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
247+ 4.84% |
$12.2K - $13.7K
|
5.35K
$340K
|
|
|
May 09, 2024
Q1 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
200+ 0.91% |
$9.89K - $11.1K
|
22.1K
$1.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
193+ 0.86% |
$9.55K - $10.7K
|
22.7K
$1.44M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
160New |
$7.91K - $8.86K
|
160
$10.2K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
93+ 0.49% |
$4.6K - $5.15K
|
19.2K
$1.22M
|
|
|
Apr 10, 2024
Q1 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
86+ 0.34% |
$4.25K - $4.76K
|
25.2K
$1.6M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
81New |
$4.01K - $4.49K
|
81
$5.15K
|
|
|
Apr 19, 2024
Q1 2024
|
E&G Advisors, LP
|
BUY
|
- |
55+ 0.8% |
$2.72K - $3.05K
|
6.95K
$441K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
36+ 15.45% |
$1.78K - $1.99K
|
269
$17.1K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
29+ 0.42% |
$1.43K - $1.61K
|
6.86K
$436K
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
13+ 0.15% |
$643 - $720
|
8.62K
$548K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
9New |
$445 - $499
|
9
$572
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
3+ 0.22% |
$148 - $166
|
1.36K
$86.4K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2+ 0.34% |
$98.9 - $111
|
590
$37.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-9- 0.38% |
$445 - $499
|
2.39K
$152K
|
|
|
May 14, 2024
Q1 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-12- 0.19% |
$594 - $665
|
6.32K
$402K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-20- 1.15% |
$989 - $1.11K
|
1.73K
$110K
|
|
|
May 15, 2024
Q1 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-100- 0.21% |
$4.95K - $5.54K
|
46.5K
$2.96M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-114- 0.43% |
$5.64K - $6.32K
|
26.1K
$1.66M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-115- 0.86% |
$5.69K - $6.37K
|
13.2K
$838K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-139- 58.9% |
$6.87K - $7.7K
|
97
$6.16K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-155- 1.25% |
$7.67K - $8.59K
|
12.3K
$779K
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-170- 1.57% |
$8.41K - $9.42K
|
10.7K
$679K
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-187- 4.09% |
$9.25K - $10.4K
|
4.39K
$279K
|