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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2024
Q1 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-200- 2.6% |
$9.89K - $11.1K
|
7.49K
$476K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-214- 0.27% |
$10.6K - $11.9K
|
78.2K
$4.97M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-237- 0.25% |
$11.7K - $13.1K
|
95K
$6.04M
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-311- 0.2% |
$15.4K - $17.2K
|
155K
$9.84M
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-365- 5.35% |
$18.1K - $20.2K
|
6.45K
$410K
|
|
|
May 15, 2024
Q1 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-372- 0.47% |
$18.4K - $20.6K
|
78.7K
$5M
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-579- 2.2% |
$28.6K - $32.1K
|
25.8K
$1.64M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-620- 5.54% |
$30.7K - $34.3K
|
10.6K
$671K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-642- 4.9% |
$31.8K - $35.6K
|
12.5K
$792K
|
|
|
May 03, 2024
Q1 2024
|
Melone Private Wealth, LLC
|
SELL
|
- |
-841- 8.35% |
$41.6K - $46.6K
|
9.23K
$587K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.36K- 20.01% |
$67.1K - $75.1K
|
5.42K
$344K
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.51K- 14.16% |
$74.9K - $83.9K
|
9.18K
$583K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.6K- 2.39% |
$78.9K - $88.4K
|
65.3K
$4.15M
|
|
|
Apr 11, 2024
Q1 2024
|
Rockland Trust CO
|
SELL
|
- |
-2.12K- 4.22% |
$105K - $117K
|
48.1K
$3.06M
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2.17K- 7.59% |
$107K - $120K
|
26.4K
$1.68M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.2K- 2.28% |
$109K - $122K
|
94.2K
$5.99M
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
SELL
|
- |
-2.72K- 4.82% |
$135K - $151K
|
53.8K
$3.42M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.35K- 12.16% |
$166K - $186K
|
24.2K
$1.54M
|
|
|
May 02, 2024
Q1 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-3.39K- 29.94% |
$167K - $188K
|
7.92K
$503K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-3.53K- 3.97% |
$175K - $196K
|
85.3K
$5.42M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-3.66K- 59.65% |
$181K - $203K
|
2.48K
$157K
|
|
|
Aug 08, 2024
Q1 2024
|
Syntrinsic LLC
Denver, CO |
SELL
|
- |
-4.3KClosed |
$213K - $238K
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-5.1K- 2.47% |
$252K - $283K
|
201K
$12.8M
|
|
|
May 10, 2024
Q1 2024
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-5.38K- 1.31% |
$266K - $298K
|
405K
$25.7M
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-7.93K- 16.07% |
$392K - $439K
|
41.4K
$2.63M
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-10.2K- 80.84% |
$505K - $565K
|
2.42K
$154K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-13.5K- 32.81% |
$667K - $747K
|
27.6K
$1.76M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-17.8K- 5.59% |
$881K - $987K
|
301K
$19.1M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-18.3K- 44.55% |
$904K - $1.01M
|
22.8K
$1.45M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-20.2K- 26.89% |
$1M - $1.12M
|
55K
$3.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-22.5K- 2.24% |
$1.11M - $1.24M
|
982K
$62.4M
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-24.9K- 30.41% |
$1.23M - $1.38M
|
56.9K
$3.61M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-51.1K- 43.58% |
$2.53M - $2.83M
|
66.1K
$4.2M
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-60.1K- 99.56% |
$2.97M - $3.33M
|
268
$17K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-64.8K- 6.71% |
$3.21M - $3.59M
|
901K
$57.3M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-66K- 6.82% |
$3.26M - $3.65M
|
901K
$57.3M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-66K- 6.82% |
$3.26M - $3.65M
|
901K
$57.3M
|
|
|
May 14, 2024
Q1 2024
|
Private Wealth Strategies, L.L.C.
|
SELL
|
- |
-264K- 17.39% |
$13.1M - $14.6M
|
1.25M
$79.7M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-2.79M- 91.58% |
$138M - $154M
|
256K
$16.3M
|