Purchases and Sales Made in Q2 2023 in Wisdomtree U.S. Largecap Fund (EPS)

EPS Quotes by TradingView

This table provides information about the institutional ownership of Wisdomtree U.S. Largecap Fund (EPS) during Q2 2023. 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 25, 2023 Q2 2023
Advisory Alpha, LLC

BUY
 -
89.7K
+ 1209.14%
$3.86M - $4.2M
97.2K $6.15M
Aug 08, 2023 Q2 2023
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
67.2K
New
$2.89M - $3.14M
67.2K $4.25M
Jul 31, 2023 Q2 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
51.4K
+ 7.63%
$2.21M - $2.41M
725K $45.9M
Aug 14, 2023 Q2 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
33.1K
+ 493.01%
$1.42M - $1.55M
39.8K $2.52M
Aug 07, 2023 Q2 2023
Private Wealth Strategies, L.L.C.

BUY
 -
21K
+ 1.42%
$903K - $982K
1.49M $94.6M
Aug 11, 2023 Q2 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
16.4K
+ 220.81%
$704K - $765K
23.8K $1.5M
Aug 11, 2023 Q2 2023
Kestra Advisory Services, LLC

BUY
 -
13.9K
+ 6.5%
$597K - $649K
227K $14.4M
Aug 07, 2023 Q2 2023
Insight Advisors, LLC

Newtown, PA
BUY
 -
11K
+ 15.93%
$475K - $517K
80.4K $5.09M
Aug 08, 2023 Q2 2023
Financial Gravity Asset Management, Inc.

BUY
 -
10.7K
+ 9.15%
$461K - $502K
128K $8.09M
Aug 09, 2023 Q2 2023
Private Advisor Group, LLC

BUY
 -
9.74K
+ 1.06%
$419K - $456K
924K $58.5M
Jul 31, 2023 Q2 2023
Verus Capital Partners, LLC

Scottsdale, AZ
BUY
 -
4.56K
New
$196K - $213K
4.56K $288K
Jul 13, 2023 Q2 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
4.46K
New
$192K - $209K
4.46K $282K
Aug 14, 2023 Q2 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
4.38K
New
$188K - $205K
4.38K $277K
Jul 26, 2023 Q2 2023
Garrett Wealth Advisory Group, LLC

BUY
 -
4K
+ 0.7%
$172K - $187K
575K $36.4M
Jul 10, 2023 Q2 2023
Ae Wealth Management LLC

BUY
 -
3.08K
+ 3.29%
$133K - $144K
97K $6.14M
Aug 10, 2023 Q2 2023
Lowe Brockenbrough & CO Inc

BUY
 -
1.5K
+ 3.47%
$64.5K - $70.2K
44.7K $2.83M
Aug 08, 2023 Q2 2023
Klr Investment Advisors, LLC

Providence, RI
BUY
 -
1.31K
+ 2.35%
$56.4K - $61.3K
57K $3.61M
Jul 14, 2023 Q2 2023
My Legacy Advisors, LLC

BUY
 -
1.07K
+ 11.47%
$45.9K - $49.9K
10.4K $656K
Aug 14, 2023 Q2 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
916
+ 5.6%
$39.4K - $42.9K
17.3K $1.09M
Aug 14, 2023 Q2 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
489
+ 6.17%
$21K - $22.9K
8.41K $532K
Aug 14, 2023 Q2 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
477
+ 4.02%
$20.5K - $22.3K
12.3K $781K
Aug 14, 2023 Q2 2023
Vista Investment Management

Pittsburgh, PA
BUY
 -
389
+ 0.51%
$16.7K - $18.2K
77.1K $4.88M
Aug 03, 2023 Q2 2023
New Square Capital LLC

BUY
 -
340
+ 0.43%
$14.6K - $15.9K
78.8K $4.99M
Jul 25, 2023 Q2 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
305
+ 1.53%
$13.1K - $14.3K
20.2K $1.28M
Aug 10, 2023 Q2 2023
Commonwealth Equity Services, LLC

BUY
 -
256
+ 4.02%
$11K - $12K
6.63K $420K
Jul 14, 2023 Q2 2023
Kmg Fiduciary Partners, LLC

BUY
 -
255
+ 1.04%
$11K - $11.9K
24.9K $1.57M
Jul 25, 2023 Q2 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
181
+ 1.35%
$7.79K - $8.47K
13.6K $863K
Jul 21, 2023 Q2 2023
E&G Advisors, LP

BUY
 -
10
+ 0.15%
$430 - $468
6.88K $435K
Aug 14, 2023 Q2 2023
Gm Advisory Group, Inc.

Melville, NY
BUY
 -
9
+ 0.04%
$387 - $421
24.6K $1.56M
Aug 07, 2023 Q2 2023
Chicago Partners Investment Group LLC

BUY
 -
7
+ 0.05%
$301 - $328
14.9K $943K
Aug 11, 2023 Q2 2023
Capital Group Private Client Services, Inc.

Los Angeles, CA
BUY
 -
4
+ 0.06%
$172 - $187
6.36K $402K
Aug 15, 2023 Q2 2023
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
4
+ 0.23%
$172 - $187
1.73K $109K
Aug 15, 2023 Q2 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
3
+ 0.52%
$129 - $140
583 $36.9K
Aug 10, 2023 Q2 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Jul 20, 2023 Q2 2023
Beacon Financial Group

SELL
 -
-18
- 0.04%
$775 - $842
47.9K $3.03M
Aug 04, 2023 Q2 2023
Ifp Advisors, Inc

SELL
 -
-26
- 0.14%
$1.12K - $1.22K
18K $1.14M
Aug 14, 2023 Q2 2023
Northwestern Mutual Wealth Management CO

SELL
 -
-35
- 0.71%
$1.51K - $1.64K
4.92K $311K
Jul 10, 2023 Q2 2023
Garrett Investment Advisors LLC

SELL
 -
-54
- 0.68%
$2.32K - $2.53K
7.85K $497K
Aug 11, 2023 Q2 2023
Covestor LTD

Boston, MA
SELL
 -
-95
- 21.89%
$4.09K - $4.45K
339 $21.5K
Aug 02, 2023 Q2 2023
Bank Of Montreal

Toronto, A6
SELL
 -
-196
- 17.88%
$8.43K - $9.17K
900 $57K
Aug 14, 2023 Q2 2023
Harbour Investments, Inc.

Madison, WI
SELL
 -
-209
- 14.36%
$8.99K - $9.78K
1.25K $78.9K
Aug 14, 2023 Q2 2023
Redwood Financial Network Corp

SELL
 -
-214
- 1.63%
$9.21K - $10K
12.9K $817K
Aug 04, 2023 Q2 2023
Parsons Capital Management Inc

SELL
 -
-220
- 2.25%
$9.47K - $10.3K
9.57K $606K
Aug 02, 2023 Q2 2023
Mezzasalma Advisors, LLC

SELL
 -
-243
- 3.71%
$10.5K - $11.4K
6.31K $399K
Aug 09, 2023 Q2 2023
Bar Harbor Wealth Management

Concord, NH
SELL
 -
-261
- 2.53%
$11.2K - $12.2K
10K $635K
Aug 10, 2023 Q2 2023
Essential Planning, Llc.

Portsmouth, NH
SELL
 -
-326
- 2.02%
$14K - $15.3K
15.8K $1M
Jul 25, 2023 Q2 2023
Institute For Wealth Management, Llc.

SELL
 -
-400
- 3.33%
$17.2K - $18.7K
11.6K $734K
Aug 14, 2023 Q2 2023
Qube Research & Technologies LTD

London, X0
SELL
 -
-550
- 89.29%
$23.7K - $25.7K
66 $4.18K
Aug 14, 2023 Q2 2023
Pine Valley Investments LTD Liability CO

Marlton, NJ
SELL
 -
-612
- 4.77%
$26.3K - $28.6K
12.2K $773K

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