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
|
Acg Wealth
|
BUY
|
- |
1+ 0.01% |
$39.7 - $48.7
|
11.5K
$733K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-8- 0.28% |
$318 - $390
|
2.82K
$179K
|
|
|
Aug 15, 2022
Q2 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-14- 0.22% |
$556 - $682
|
6.27K
$399K
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-76- 27.44% |
$3.02K - $3.7K
|
201
$12.8K
|
|
|
Jul 27, 2022
Q2 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-150- 0.46% |
$5.96K - $7.31K
|
32.5K
$2.06M
|
|
|
Jul 11, 2022
Q2 2022
|
Melone Private Wealth, LLC
|
SELL
|
- |
-167- 1.5% |
$6.64K - $8.13K
|
11K
$697K
|
|
|
Aug 11, 2022
Q2 2022
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-191- 0.86% |
$7.59K - $9.3K
|
22K
$1.4M
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-215- 1.46% |
$8.54K - $10.5K
|
14.5K
$922K
|
|
|
Aug 10, 2022
Q2 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-248- 25.86% |
$9.86K - $12.1K
|
711
$45.2K
|
|
|
Jul 19, 2022
Q2 2022
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-269- 16.36% |
$10.7K - $13.1K
|
1.38K
$87.4K
|
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-543- 1.63% |
$21.6K - $26.4K
|
32.8K
$2.09M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-765- 3.63% |
$30.4K - $37.3K
|
20.3K
$1.29M
|
|
|
Aug 02, 2022
Q2 2022
|
Rmr Wealth Builders
|
SELL
|
- |
-769- 13.5% |
$30.6K - $37.5K
|
4.93K
$313K
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-870- 0.9% |
$34.6K - $42.4K
|
95.7K
$6.08M
|
|
|
Jul 22, 2022
Q2 2022
|
Pacifica Partners Inc.
|
SELL
|
- |
-1.03K- 66.93% |
$40.9K - $50.2K
|
509
$32.3K
|
|
|
Jul 14, 2022
Q2 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.05K- 15.62% |
$41.7K - $51.1K
|
5.67K
$360K
|
|
|
Jul 18, 2022
Q2 2022
|
Win Advisors, Inc
|
SELL
|
- |
-1.52K- 39.39% |
$60.6K - $74.2K
|
2.35K
$149K
|
|
|
Aug 15, 2022
Q2 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.7KClosed |
$67.7K - $83K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-2.12K- 20.16% |
$84.1K - $103K
|
8.38K
$533K
|
|
|
Aug 03, 2022
Q2 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-2.31K- 4.25% |
$92K - $113K
|
52.1K
$3.31M
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.64KClosed |
$105K - $128K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-2.84K- 1.18% |
$113K - $138K
|
238K
$15.1M
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-3.26K- 19.1% |
$130K - $159K
|
13.8K
$879K
|
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.83K- 40.53% |
$152K - $186K
|
5.62K
$357K
|
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-4K- 42.43% |
$159K - $195K
|
5.42K
$345K
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.12K- 3.54% |
$164K - $201K
|
112K
$7.13M
|
|
|
Jul 21, 2022
Q2 2022
|
Moller Financial Services
|
SELL
|
- |
-4.19KClosed |
$167K - $204K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.6KClosed |
$183K - $224K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Old National Bancorp
|
SELL
|
- |
-4.62KClosed |
$184K - $225K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4.91KClosed |
$195K - $239K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-5.06K- 87.19% |
$201K - $246K
|
743
$47.2K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5.13K- 5.93% |
$204K - $250K
|
81.4K
$5.17M
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-6.87K- 4.12% |
$273K - $334K
|
160K
$10.1M
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
SELL
|
- |
-8.15K- 86.98% |
$324K - $397K
|
1.22K
$77.5K
|
|
|
Aug 15, 2022
Q2 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-8.28KClosed |
$329K - $403K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-8.46K- 25.26% |
$336K - $412K
|
25K
$1.59M
|
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-11.7K- 63.08% |
$466K - $571K
|
6.87K
$436K
|
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-70KClosed |
$2.78M - $3.41M
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Beacon Financial Group
|
SELL
|
- |
-136K- 32.87% |
$5.41M - $6.63M
|
278K
$17.7M
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-178K- 85.43% |
$7.07M - $8.67M
|
30.4K
$1.93M
|