Purchases and Sales Made in Q2 2022 in Wisdomtree U.S. Largecap Fund (EPS)
This table provides information about the institutional ownership of Wisdomtree U.S. Largecap Fund (EPS) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
510K+ 123.94% |
$20.3M - $24.8M
|
921K
$58.6M
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
111K+ 206.5% |
$4.42M - $5.42M
|
165K
$10.5M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
91.1K+ 44.28% |
$3.62M - $4.44M
|
297K
$18.9M
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
80.8K+ 5.96% |
$3.21M - $3.94M
|
1.44M
$91.3M
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
70KNew |
$2.78M - $3.41M
|
70K
$4.45M
|
|
|
Aug 05, 2022
Q2 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
47.7K+ 102.43% |
$1.9M - $2.32M
|
94.2K
$5.99M
|
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
46.5K+ 35.59% |
$1.85M - $2.27M
|
177K
$11.3M
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
45.5K+ 5.13% |
$1.81M - $2.22M
|
933K
$59.3M
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
45.5K+ 5.13% |
$1.81M - $2.22M
|
933K
$59.3M
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
26.9K+ 671.25% |
$1.07M - $1.31M
|
30.9K
$1.96M
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
25K+ 14.95% |
$994K - $1.22M
|
192K
$12.2M
|
|
|
Jul 12, 2022
Q2 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
22.6K+ 159.45% |
$899K - $1.1M
|
36.8K
$2.34M
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
21.6K+ 138.37% |
$857K - $1.05M
|
37.2K
$2.36M
|
|
|
Jul 27, 2022
Q2 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
15.7K+ 15.62% |
$624K - $765K
|
116K
$7.39M
|
|
|
Jul 26, 2022
Q2 2022
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
12.7K+ 0.93% |
$505K - $619K
|
1.38M
$87.6M
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.76K+ 11.2% |
$348K - $427K
|
87K
$5.53M
|
|
|
Aug 12, 2022
Q2 2022
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
7.33K+ 11.79% |
$291K - $357K
|
69.5K
$4.42M
|
|
|
Aug 15, 2022
Q2 2022
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
6.45KNew |
$256K - $314K
|
6.45K
$410K
|
|
|
Jul 11, 2022
Q2 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
6.39KNew |
$254K - $311K
|
6.39K
$406K
|
|
|
Aug 08, 2022
Q2 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
5.98KNew |
$238K - $291K
|
5.98K
$380K
|
|
|
Aug 11, 2022
Q2 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
5.33K+ 6.51% |
$212K - $259K
|
87.2K
$5.54M
|
|
|
Aug 10, 2022
Q2 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
5.19K+ 24.12% |
$206K - $253K
|
26.7K
$1.7M
|
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
5.11KNew |
$203K - $249K
|
5.11K
$325K
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
4.72KNew |
$187K - $230K
|
4.72K
$300K
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.7K+ 3.7% |
$187K - $229K
|
132K
$8.37M
|
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.74KNew |
$149K - $182K
|
3.74K
$238K
|
|
|
Aug 08, 2022
Q2 2022
|
Marietta Wealth Management, LLC
|
BUY
|
- |
3.31K+ 3.73% |
$132K - $161K
|
92K
$5.85M
|
|
|
Aug 02, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
3.14KNew |
$125K - $153K
|
3.14K
$200K
|
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.14K+ 22.41% |
$125K - $153K
|
17.1K
$1.09M
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.87K+ 35.16% |
$114K - $140K
|
11K
$700K
|
|
|
Jul 13, 2022
Q2 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2.54K+ 12.15% |
$101K - $124K
|
23.5K
$1.49M
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.43K+ 2.01% |
$96.6K - $118K
|
124K
$7.86M
|
|
|
Jul 26, 2022
Q2 2022
|
New Square Capital LLC
|
BUY
|
- |
1.97K+ 2.87% |
$78.3K - $96K
|
70.7K
$4.49M
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.8KNew |
$71.5K - $87.7K
|
1.8K
$114K
|
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
1.79K+ 41.66% |
$71.1K - $87.2K
|
6.09K
$387K
|
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
1.79K+ 10.41% |
$70.9K - $86.9K
|
18.9K
$1.2M
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
1.5K+ 6.61% |
$59.6K - $73.1K
|
24.2K
$1.54M
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
560+ 1.96% |
$22.3K - $27.3K
|
29.2K
$1.86M
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
556+ 11.4% |
$22.1K - $27.1K
|
5.43K
$345K
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
146+ 3.94% |
$5.8K - $7.11K
|
3.85K
$245K
|
|
|
Aug 15, 2022
Q2 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
65+ 16.93% |
$2.58K - $3.17K
|
449
$28.5K
|
|
|
Jul 25, 2022
Q2 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
50+ 0.42% |
$1.99K - $2.44K
|
11.9K
$754K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
47New |
$1.87K - $2.29K
|
47
$2.99K
|
|
|
Aug 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
35+ 0.24% |
$1.39K - $1.7K
|
14.8K
$940K
|
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
16+ 3.2% |
$636 - $779
|
516
$32.8K
|
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
12New |
$477 - $585
|
12
$763
|
|
|
Aug 15, 2022
Q2 2022
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
10+ 0.04% |
$397 - $487
|
24.7K
$1.57M
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
7+ 0.52% |
$278 - $341
|
1.36K
$86.1K
|
|
|
Aug 03, 2022
Q2 2022
|
Accel Wealth Management
|
BUY
|
- |
6+ 0.53% |
$238 - $292
|
1.14K
$72.6K
|
|
|
Aug 04, 2022
Q2 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
2+ 0.02% |
$79.5 - $97.4
|
13.1K
$834K
|