Purchases and Sales Made in Q2 2023 in Wisdomtree U.S. Largecap Fund (EPS)
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 |
|---|---|---|---|---|---|---|---|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-658- 2.5% |
$28.3K - $30.8K
|
25.6K
$1.62M
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-680- 5.47% |
$29.3K - $31.8K
|
11.7K
$743K
|
|
|
Jul 21, 2023
Q2 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-688- 9.0% |
$29.6K - $32.2K
|
6.95K
$440K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-893- 12.92% |
$38.4K - $41.8K
|
6.02K
$381K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-997- 18.58% |
$42.9K - $46.7K
|
4.37K
$277K
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.01K- 3.22% |
$43.4K - $47.2K
|
30.3K
$1.92M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.04K- 1.21% |
$44.8K - $48.7K
|
85.2K
$5.39M
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.06K- 41.72% |
$45.6K - $49.6K
|
1.48K
$93.7K
|
|
|
Jul 27, 2023
Q2 2023
|
Rockland Trust CO
|
SELL
|
- |
-1.14K- 2.21% |
$49.2K - $53.5K
|
50.7K
$3.21M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.2K- 1.13% |
$51.6K - $56.2K
|
105K
$6.62M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.22K- 9.63% |
$52.6K - $57.2K
|
11.5K
$726K
|
|
|
Jul 18, 2023
Q2 2023
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-1.95K- 2.23% |
$84K - $91.4K
|
85.4K
$5.41M
|
|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-2.3K- 11.05% |
$98.8K - $107K
|
18.5K
$1.17M
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-2.46K- 8.17% |
$106K - $115K
|
27.6K
$1.75M
|
|
|
Jul 13, 2023
Q2 2023
|
Advisor Resource Council
|
SELL
|
- |
-3.25K- 24.05% |
$140K - $152K
|
10.2K
$649K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.67K- 3.92% |
$158K - $172K
|
90.1K
$5.7M
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-4.59K- 67.69% |
$198K - $215K
|
2.19K
$139K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.26K- 4.12% |
$227K - $246K
|
122K
$7.75M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-5.81K- 2.86% |
$250K - $272K
|
197K
$12.5M
|
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-6.48K- 16.19% |
$279K - $303K
|
33.5K
$2.12M
|
|
|
Aug 11, 2023
Q2 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-7.25K- 3.89% |
$312K - $339K
|
179K
$11.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-7.91K- 2.53% |
$340K - $370K
|
305K
$19.3M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-12.5K- 15.28% |
$537K - $584K
|
69.2K
$4.38M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-12.6K- 13.9% |
$542K - $589K
|
78K
$4.93M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-14.5K- 29.1% |
$622K - $677K
|
35.2K
$2.23M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-16.8K- 21.66% |
$724K - $787K
|
60.8K
$3.85M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-33.8K- 53.92% |
$1.46M - $1.58M
|
28.9K
$1.83M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-113K- 8.04% |
$4.88M - $5.31M
|
1.3M
$82.1M
|