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 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-28- 13.93% |
$1.07K - $1.29K
|
173
$10.9K
|
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-30- 0.1% |
$1.15K - $1.38K
|
29.2K
$1.85M
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-144- 5.1% |
$5.53K - $6.63K
|
2.68K
$169K
|
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-185- 26.02% |
$7.1K - $8.51K
|
526
$33.3K
|
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-244- 47.29% |
$9.37K - $11.2K
|
272
$17.2K
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
SELL
|
- |
-295- 7.29% |
$11.3K - $13.6K
|
3.75K
$237K
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-353- 2.43% |
$13.6K - $16.2K
|
14.1K
$895K
|
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-460- 61.91% |
$17.7K - $21.2K
|
283
$17.9K
|
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-640- 4.63% |
$24.6K - $29.5K
|
13.2K
$834K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-800- 44.44% |
$30.7K - $36.8K
|
1K
$63.3K
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-807- 66.15% |
$31K - $37.1K
|
413
$26.1K
|
|
|
Oct 27, 2022
Q3 2022
|
Win Advisors, Inc
|
SELL
|
- |
-920- 39.23% |
$35.3K - $42.3K
|
1.43K
$90.2K
|
|
|
Nov 01, 2022
Q3 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1K- 3.08% |
$38.4K - $46K
|
31.5K
$1.99M
|
|
|
Nov 07, 2022
Q3 2022
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-1K- 4.57% |
$38.5K - $46.2K
|
21K
$1.33M
|
|
|
Oct 26, 2022
Q3 2022
|
Advisor Resource Council
|
SELL
|
- |
-1.1K- 5.81% |
$42.2K - $50.6K
|
17.8K
$1.13M
|
|
|
Nov 01, 2022
Q3 2022
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-1.25K- 2.81% |
$48K - $57.5K
|
43.2K
$2.73M
|
|
|
Oct 31, 2022
Q3 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.46K- 2.8% |
$56K - $67.1K
|
50.7K
$3.21M
|
|
|
Nov 10, 2022
Q3 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-1.62K- 0.68% |
$62K - $74.3K
|
236K
$14.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.01K- 2.1% |
$77.2K - $92.5K
|
93.7K
$5.93M
|
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.23K- 6.81% |
$85.8K - $103K
|
30.6K
$1.94M
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.86K- 2.74% |
$186K - $224K
|
172K
$10.9M
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-5.23K- 4.66% |
$201K - $241K
|
107K
$6.77M
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-5.5K- 17.83% |
$211K - $253K
|
25.4K
$1.6M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-12.6K- 15.43% |
$482K - $578K
|
68.8K
$4.35M
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-14.6K- 11.06% |
$559K - $670K
|
117K
$7.41M
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-18.8K- 11.75% |
$721K - $864K
|
141K
$8.92M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-45.6K- 27.65% |
$1.75M - $2.1M
|
119K
$7.56M
|
|
|
Nov 03, 2022
Q3 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-49.2K- 52.2% |
$1.89M - $2.26M
|
45K
$2.85M
|
|
|
Oct 18, 2022
Q3 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-102K- 87.68% |
$3.91M - $4.69M
|
14.3K
$906K
|
|
|
Oct 13, 2022
Q3 2022
|
Beacon Financial Group
|
SELL
|
- |
-229K- 82.45% |
$8.8M - $10.6M
|
48.8K
$3.09M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-971K- 67.59% |
$37.3M - $44.7M
|
466K
$29.5M
|