Purchases and Sales Made in Q2 2021 in Wisdomtree U.S. Largecap Fund (EPS)
This table provides information about the institutional ownership of Wisdomtree U.S. Largecap Fund (EPS) during Q2 2021. 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 |
---|---|---|---|---|---|---|---|
Sep 13, 2021
Q2 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
155KNew |
$6.79M - $7.19M
|
155K
$9.27M
|
|
Aug 10, 2021
Q2 2021
|
Daido Life Insurance CO
Tokyo, M0 |
BUY
|
- |
102K+ 22.91% |
$4.48M - $4.74M
|
549K
$32.8M
|
|
Jul 28, 2021
Q2 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
52.7K+ 84.07% |
$2.3M - $2.44M
|
115K
$6.88M
|
|
Aug 02, 2021
Q2 2021
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
48.8K+ 3.23% |
$2.13M - $2.26M
|
1.56M
$93M
|
|
Jul 21, 2021
Q2 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
46.3K+ 87.6% |
$2.02M - $2.14M
|
99.2K
$5.91M
|
|
Aug 16, 2021
Q2 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
40.3K+ 58.67% |
$1.76M - $1.87M
|
109K
$6.5M
|
|
Aug 13, 2021
Q2 2021
|
M&T Bank Corp
|
BUY
|
- |
30.7KNew |
$1.34M - $1.42M
|
30.7K
$1.83M
|
|
Jul 26, 2021
Q2 2021
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
23KNew |
$1.01M - $1.07M
|
23K
$1.37M
|
|
Aug 19, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
18.6K+ 2066.11% |
$813K - $860K
|
19.5K
$1.16M
|
|
Aug 16, 2021
Q2 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
12.8KNew |
$558K - $591K
|
12.8K
$761K
|
|
Aug 12, 2021
Q2 2021
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
12.5K+ 104.3% |
$545K - $577K
|
24.4K
$1.46M
|
|
Aug 02, 2021
Q2 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10.7K+ 11.6% |
$467K - $494K
|
103K
$6.13M
|
|
Aug 16, 2021
Q2 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
7.98K+ 1008.85% |
$349K - $369K
|
8.77K
$523K
|
|
Aug 12, 2021
Q2 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
7.81K+ 13.51% |
$341K - $361K
|
65.6K
$3.91M
|
|
Aug 24, 2021
Q2 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
7.19KNew |
$314K - $332K
|
7.19K
$428K
|
|
Aug 11, 2021
Q2 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.38KNew |
$235K - $249K
|
5.38K
$321K
|
|
Aug 13, 2021
Q2 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.65K+ 7.84% |
$203K - $215K
|
64K
$3.82M
|
|
Jul 28, 2021
Q2 2021
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
4.36K+ 6.93% |
$191K - $202K
|
67.3K
$4.01M
|
|
Jul 28, 2021
Q2 2021
|
New Square Capital LLC
|
BUY
|
- |
3.03K+ 11.02% |
$132K - $140K
|
30.5K
$1.82M
|
|
Jul 21, 2021
Q2 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.39K+ 3.26% |
$105K - $111K
|
75.8K
$4.52M
|
|
Aug 12, 2021
Q2 2021
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
2.1K+ 0.98% |
$92K - $97.4K
|
218K
$13M
|
|
Aug 11, 2021
Q2 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
2.09K+ 2.53% |
$91.4K - $96.8K
|
84.8K
$5.06M
|
|
Jul 27, 2021
Q2 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
1.62KNew |
$70.9K - $75.1K
|
1.62K
$96.8K
|
|
Aug 10, 2021
Q2 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.22K+ 1.67% |
$53.2K - $56.3K
|
73.9K
$4.4M
|
|
Jul 29, 2021
Q2 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.2K+ 4.09% |
$52.2K - $55.3K
|
30.4K
$1.82M
|
|
Jul 20, 2021
Q2 2021
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.12K+ 6.04% |
$49K - $51.8K
|
19.7K
$1.17M
|
|
Aug 12, 2021
Q2 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.1KNew |
$47.9K - $50.7K
|
1.1K
$65.4K
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
900New |
$39.3K - $41.6K
|
900
$53.7K
|
|
Jul 29, 2021
Q2 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
802+ 0.63% |
$35.1K - $37.1K
|
127K
$7.6M
|
|
Aug 13, 2021
Q2 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
744+ 58.22% |
$32.5K - $34.4K
|
2.02K
$121K
|
|
Aug 04, 2021
Q2 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
568+ 0.13% |
$24.8K - $26.3K
|
428K
$25.5M
|
|
Aug 13, 2021
Q2 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
306New |
$13.4K - $14.2K
|
306
$18.2K
|
|
Aug 13, 2021
Q2 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
296New |
$12.9K - $13.7K
|
296
$17.7K
|
|
Sep 07, 2021
Q2 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
250New |
$10.9K - $11.6K
|
250
$14.9K
|
|
Jul 30, 2021
Q2 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
204+ 3.15% |
$8.92K - $9.44K
|
6.68K
$398K
|
|
Aug 03, 2021
Q2 2021
|
Parsons Capital Management Inc
|
BUY
|
- |
120+ 1.29% |
$5.25K - $5.55K
|
9.45K
$564K
|
|
Aug 16, 2021
Q2 2021
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
112+ 0.7% |
$4.9K - $5.18K
|
16.2K
$964K
|
|
Aug 16, 2021
Q2 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
27+ 0.26% |
$1.18K - $1.25K
|
10.6K
$632K
|
|
Aug 16, 2021
Q2 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
14+ 0.18% |
$612 - $648
|
7.69K
$458K
|
|
Aug 03, 2021
Q2 2021
|
Accel Wealth Management
|
BUY
|
- |
9+ 0.45% |
$393 - $416
|
2.02K
$120K
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Psi Advisors, LLC
|
SELL
|
- |
-42- 0.84% |
$1.84K - $1.94K
|
4.98K
$297K
|
|
Aug 13, 2021
Q2 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-45- 0.21% |
$1.97K - $2.08K
|
21.5K
$1.28M
|
|
Aug 02, 2021
Q2 2021
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-157- 1.26% |
$6.86K - $7.26K
|
12.3K
$734K
|
|
Aug 10, 2021
Q2 2021
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-168- 3.12% |
$7.34K - $7.77K
|
5.21K
$311K
|
|
Aug 02, 2021
Q2 2021
|
Private Ocean, LLC
|
SELL
|
- |
-179- 5.32% |
$7.82K - $8.28K
|
3.19K
$190K
|
|
Aug 13, 2021
Q2 2021
|
Ubs Group Ag
|
SELL
|
- |
-242- 0.5% |
$10.6K - $11.2K
|
48.6K
$2.9M
|
|
Aug 13, 2021
Q2 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-250- 1.61% |
$10.9K - $11.6K
|
15.3K
$912K
|
|
Jul 08, 2021
Q2 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-641- 61.58% |
$28K - $29.7K
|
400
$23.9K
|
|
Aug 11, 2021
Q2 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-933- 4.45% |
$40.8K - $43.2K
|
20K
$1.19M
|