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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2024
Q2 2024
|
Capital Management Corp
|
SELL
|
- |
-25- 0.68% |
$1.32K - $1.42K
|
3.66K
$232K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-35- 13.06% |
$1.85K - $1.99K
|
233
$14.8K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-49- 0.05% |
$2.59K - $2.79K
|
94.1K
$5.98M
|
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-63- 0.6% |
$3.33K - $3.59K
|
10.4K
$662K
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-100- 0.94% |
$5.29K - $5.7K
|
10.6K
$672K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-107- 4.42% |
$5.66K - $6.1K
|
2.31K
$147K
|
|
|
Aug 12, 2024
Q2 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-250- 0.54% |
$13.2K - $14.2K
|
46.3K
$2.94M
|
|
|
Aug 09, 2024
Q2 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-251- 3.8% |
$13.3K - $14.3K
|
6.36K
$404K
|
|
|
Aug 07, 2024
Q2 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-319- 4.03% |
$16.9K - $18.2K
|
7.6K
$483K
|
|
|
Jul 01, 2024
Q2 2024
|
Moller Financial Services
|
SELL
|
- |
-464- 11.06% |
$24.6K - $26.4K
|
3.73K
$237K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-612- 2.69% |
$32.4K - $34.9K
|
22.1K
$1.41M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-657- 5.27% |
$34.8K - $37.4K
|
11.8K
$750K
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-669- 10.37% |
$35.4K - $38.1K
|
5.78K
$368K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-871- 83.35% |
$46.1K - $49.6K
|
174
$11.1K
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
SELL
|
- |
-979- 1.82% |
$51.8K - $55.8K
|
52.8K
$3.35M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.22K- 1.87% |
$64.6K - $69.5K
|
64.1K
$4.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-1.33K- 9.52% |
$70.2K - $75.6K
|
12.6K
$801K
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.36KClosed |
$72K - $77.5K
|
0
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Rockland Trust CO
|
SELL
|
- |
-1.44K- 2.99% |
$76.1K - $81.9K
|
46.7K
$2.96M
|
|
|
Aug 09, 2024
Q2 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-1.85K- 14.53% |
$97.9K - $105K
|
10.9K
$692K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.98K- 2.09% |
$105K - $113K
|
93K
$5.91M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.05K- 0.48% |
$109K - $117K
|
422K
$26.8M
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2.09K- 7.9% |
$110K - $119K
|
24.3K
$1.54M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.26K- 2.76% |
$120K - $129K
|
79.6K
$5.06M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.78K- 5.06% |
$147K - $158K
|
52.2K
$3.32M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.04K- 1.51% |
$161K - $173K
|
198K
$12.6M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.18K- 11.52% |
$168K - $181K
|
24.4K
$1.55M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-4.8K- 41.9% |
$254K - $274K
|
6.66K
$423K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-6.03K- 26.48% |
$319K - $343K
|
16.7K
$1.06M
|
|
|
Jul 15, 2024
Q2 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-17.1K- 30.02% |
$904K - $973K
|
39.8K
$2.53M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-38.8K- 12.9% |
$2.05M - $2.21M
|
262K
$16.7M
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-56.5K- 66.21% |
$2.99M - $3.22M
|
28.8K
$1.83M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-62.7K- 80.2% |
$3.32M - $3.58M
|
15.5K
$985K
|