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 |
---|---|---|---|---|---|---|---|
Aug 13, 2021
Q2 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.39K- 9.45% |
$60.9K - $64.5K
|
13.4K
$797K
|
|
Aug 12, 2021
Q2 2021
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-1.5K- 1.72% |
$65.7K - $69.5K
|
85.8K
$5.12M
|
|
Jul 28, 2021
Q2 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.62K- 10.34% |
$70.7K - $74.9K
|
14K
$836K
|
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-2.97KClosed |
$130K - $138K
|
0
$0
|
|
Jul 30, 2021
Q2 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-3.22K- 10.33% |
$141K - $149K
|
27.9K
$1.67M
|
|
Aug 11, 2021
Q2 2021
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-4.35K- 25.18% |
$190K - $201K
|
12.9K
$770K
|
|
Jul 12, 2021
Q2 2021
|
E&G Advisors, LP
|
SELL
|
- |
-6.26KClosed |
$273K - $289K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-7.14K- 3.28% |
$312K - $330K
|
210K
$12.5M
|
|
Aug 04, 2021
Q2 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-7.76K- 4.53% |
$339K - $359K
|
164K
$9.75M
|
|
Aug 06, 2021
Q2 2021
|
Acg Wealth
|
SELL
|
- |
-11.7K- 36.01% |
$513K - $543K
|
20.9K
$1.24M
|
|
Aug 13, 2021
Q2 2021
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-38.2KClosed |
$1.67M - $1.77M
|
0
$0
|
|
Jul 13, 2021
Q2 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-61.3K- 63.7% |
$2.68M - $2.84M
|
35K
$2.08M
|
|
Jul 26, 2021
Q2 2021
|
Beacon Financial Group
|
SELL
|
- |
-205K- 23.3% |
$8.94M - $9.47M
|
673K
$40.2M
|