Purchases and Sales Made in Q3 2022 in Wisdomtree U.S. Largecap Fund (EPS)
This table provides information about the institutional ownership of Wisdomtree U.S. Largecap Fund (EPS) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 12, 2022
Q3 2022
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
546KNew |
$21M - $25.1M
|
546K
$34.7M
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
73.9K+ 243.37% |
$2.84M - $3.4M
|
104K
$6.62M
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
64.1K+ 1182.33% |
$2.46M - $2.95M
|
69.5K
$4.42M
|
|
Oct 18, 2022
Q3 2022
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
56.1K+ 4.07% |
$2.15M - $2.58M
|
1.43M
$91.1M
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
34.6K+ 3.71% |
$1.33M - $1.59M
|
967K
$61.5M
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
32.8K+ 642.12% |
$1.26M - $1.51M
|
37.9K
$2.41M
|
|
Nov 14, 2022
Q3 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
28.5KNew |
$1.1M - $1.31M
|
28.5K
$1.81M
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
23K+ 11.97% |
$883K - $1.06M
|
215K
$13.7M
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
20.2K+ 2.19% |
$776K - $931K
|
942K
$59.8M
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
17.3K+ 252.16% |
$665K - $797K
|
24.2K
$1.54M
|
|
Nov 29, 2022
Q3 2022
|
London & Capital Asset Management LTD
London, X0 |
BUY
|
- |
15.6KNew |
$599K - $717K
|
15.6K
$991K
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
13K+ 35.07% |
$500K - $600K
|
50.2K
$3.19M
|
|
Oct 17, 2022
Q3 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
9.19K+ 24.96% |
$353K - $423K
|
46K
$2.92M
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
8.69KNew |
$334K - $400K
|
8.69K
$552K
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
8.37K+ 223.45% |
$321K - $385K
|
12.1K
$770K
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.56K+ 8.7% |
$290K - $348K
|
94.5K
$6.01M
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
5.78KNew |
$222K - $266K
|
5.78K
$368K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.31K+ 1.45% |
$165K - $198K
|
301K
$19.1M
|
|
Nov 14, 2022
Q3 2022
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
3.87K+ 5.57% |
$149K - $178K
|
73.4K
$4.66M
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
BUY
|
- |
3.52KNew |
$135K - $162K
|
3.52K
$224K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
3.19KNew |
$123K - $147K
|
3.19K
$203K
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.07K+ 27.9% |
$118K - $141K
|
14.1K
$895K
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.68K+ 2.17% |
$103K - $123K
|
126K
$8.03M
|
|
Dec 12, 2022
Q3 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
1.87K+ 2.15% |
$71.9K - $86.2K
|
89K
$5.66M
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.84KNew |
$70.6K - $84.6K
|
1.84K
$117K
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.71KNew |
$65.8K - $78.8K
|
1.71K
$109K
|
|
Oct 25, 2022
Q3 2022
|
New Square Capital LLC
|
BUY
|
- |
1.62K+ 2.29% |
$62.2K - $74.6K
|
72.3K
$4.59M
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.31K+ 23.24% |
$50.1K - $60.1K
|
6.92K
$440K
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.13K+ 20.72% |
$43.2K - $51.8K
|
6.56K
$417K
|
|
Oct 20, 2022
Q3 2022
|
Marietta Wealth Management, LLC
|
BUY
|
- |
1.1K+ 1.2% |
$42.4K - $50.8K
|
93.1K
$5.92M
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
763+ 6.62% |
$29.3K - $35.1K
|
12.3K
$781K
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
BUY
|
- |
683New |
$26.2K - $31.4K
|
683
$43.4K
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
660+ 0.94% |
$25.3K - $30.4K
|
70.6K
$4.49M
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
647+ 10.63% |
$24.8K - $29.8K
|
6.73K
$428K
|
|
Oct 27, 2022
Q3 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
573+ 2.44% |
$22K - $26.4K
|
24K
$1.53M
|
|
Nov 02, 2022
Q3 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
560+ 9.36% |
$21.5K - $25.8K
|
6.54K
$416K
|
|
Oct 26, 2022
Q3 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
400+ 4.19% |
$15.4K - $18.4K
|
9.95K
$632K
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
271+ 60.36% |
$10.4K - $12.5K
|
720
$45.8K
|
|
Nov 14, 2022
Q3 2022
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
122+ 0.49% |
$4.68K - $5.61K
|
24.8K
$1.58M
|
|
Oct 18, 2022
Q3 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
104+ 0.88% |
$3.99K - $4.79K
|
12K
$760K
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
66+ 0.33% |
$2.53K - $3.04K
|
20.4K
$1.29M
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
38+ 0.26% |
$1.46K - $1.75K
|
14.8K
$942K
|
|
Nov 14, 2022
Q3 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
30+ 0.48% |
$1.15K - $1.38K
|
6.3K
$401K
|
|
Oct 14, 2022
Q3 2022
|
Melone Private Wealth, LLC
|
BUY
|
- |
25+ 0.23% |
$960 - $1.15K
|
11K
$699K
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
13+ 5.22% |
$499 - $598
|
262
$16.7K
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
9+ 0.23% |
$346 - $414
|
3.86K
$245K
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
BUY
|
- |
6+ 0.52% |
$230 - $276
|
1.15K
$73K
|
|
Nov 04, 2022
Q3 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
3+ 0.02% |
$115 - $138
|
13.1K
$834K
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 11, 2022
Q3 2022
|
E&G Advisors, LP
|
SELL
|
- |
-5- 0.07% |
$192 - $230
|
6.87K
$437K
|