Purchases and Sales Made in Q2 2024 in Wisdomtree U.S. Largecap Fund (EPS)
This table provides information about the institutional ownership of Wisdomtree U.S. Largecap Fund (EPS) during Q2 2024. 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 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
870K+ 104.39% |
$46M - $49.6M
|
1.7M
$108M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
64.8K+ 7.2% |
$3.43M - $3.7M
|
966K
$61.4M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
64.8K+ 7.2% |
$3.43M - $3.7M
|
966K
$61.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
57.6K+ 5.95% |
$3.05M - $3.28M
|
1.03M
$65.2M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
52.7K+ 5.37% |
$2.79M - $3M
|
1.03M
$65.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
45.9K+ 69.41% |
$2.43M - $2.62M
|
112K
$7.12M
|
|
|
Jul 19, 2024
Q2 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
20.4K+ 3.16% |
$1.08M - $1.16M
|
664K
$42.2M
|
|
|
Aug 01, 2024
Q2 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
16.9K+ 1.35% |
$894K - $963K
|
1.27M
$80.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
16.1K+ 3.97% |
$852K - $917K
|
421K
$26.8M
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
13.5K+ 5.4% |
$714K - $769K
|
263K
$16.7M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
7.5K+ 205.48% |
$397K - $427K
|
11.2K
$709K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
6.94K+ 36.23% |
$367K - $395K
|
26.1K
$1.66M
|
|
|
Aug 16, 2024
Q2 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
6.83KNew |
$362K - $389K
|
6.83K
$434K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.76KNew |
$358K - $385K
|
6.76K
$430K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
5.81KNew |
$308K - $331K
|
5.81K
$369K
|
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
5.01KNew |
$265K - $285K
|
5.01K
$318K
|
|
|
Sep 10, 2024
Q2 2024
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
3.6KNew |
$191K - $205K
|
3.6K
$229K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.23K+ 873.51% |
$171K - $184K
|
3.6K
$229K
|
|
|
Aug 14, 2024
Q2 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
1.98K+ 2.52% |
$105K - $113K
|
80.7K
$5.13M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.93K+ 37.81% |
$102K - $110K
|
7.02K
$446K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
1.58K+ 2.12% |
$83.7K - $90.1K
|
76.2K
$4.85M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.39K+ 5.75% |
$73.6K - $79.3K
|
25.6K
$1.63M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
891New |
$47.2K - $50.8K
|
891
$56.6K
|
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
852+ 1.29% |
$45.1K - $48.5K
|
66.8K
$4.25M
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
765+ 14.3% |
$40.5K - $43.6K
|
6.11K
$389K
|
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
BUY
|
- |
765+ 0.92% |
$40.5K - $43.6K
|
83.6K
$5.31M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
641+ 160.25% |
$33.9K - $36.5K
|
1.04K
$66.2K
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
471+ 2.74% |
$24.9K - $26.8K
|
17.6K
$1.12M
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
450+ 1.75% |
$23.8K - $25.6K
|
26.2K
$1.67M
|
|
|
Jul 19, 2024
Q2 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
350+ 0.4% |
$18.5K - $19.9K
|
88.8K
$5.65M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
251+ 3.66% |
$13.3K - $14.3K
|
7.11K
$452K
|
|
|
Jul 16, 2024
Q2 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
228New |
$12.1K - $13K
|
228
$14.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
188+ 0.85% |
$9.95K - $10.7K
|
22.3K
$1.42M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
166+ 4.53% |
$8.78K - $9.46K
|
3.83K
$243K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
160New |
$8.47K - $9.12K
|
160
$10.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
114+ 0.44% |
$6.03K - $6.5K
|
26.3K
$1.67M
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
100+ 4.18% |
$5.29K - $5.7K
|
2.49K
$158K
|
|
|
Jul 17, 2024
Q2 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
93+ 0.37% |
$4.92K - $5.3K
|
25.2K
$1.6M
|
|
|
Jul 18, 2024
Q2 2024
|
E&G Advisors, LP
|
BUY
|
- |
75+ 1.08% |
$3.97K - $4.27K
|
7.02K
$446K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
67+ 0.55% |
$3.55K - $3.82K
|
12.3K
$783K
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
66+ 0.72% |
$3.49K - $3.76K
|
9.24K
$587K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
56+ 0.42% |
$2.96K - $3.19K
|
13.2K
$841K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
34+ 1.99% |
$1.8K - $1.94K
|
1.75K
$111K
|
|
|
Aug 13, 2024
Q2 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
32+ 0.51% |
$1.69K - $1.82K
|
6.36K
$404K
|
|
|
Jul 12, 2024
Q2 2024
|
Melone Private Wealth, LLC
|
BUY
|
- |
23+ 0.25% |
$1.22K - $1.31K
|
9.25K
$588K
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
14+ 0.16% |
$741 - $798
|
8.63K
$549K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
12+ 0.11% |
$635 - $684
|
10.6K
$672K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3+ 0.51% |
$159 - $171
|
593
$37.7K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-24- 0.44% |
$1.27K - $1.37K
|
5.4K
$343K
|