Purchases and Sales Made in Q3 2023 in Wisdomtree U.S. Largecap Fund (EPS)

EPS Quotes by TradingView

This table provides information about the institutional ownership of Wisdomtree U.S. Largecap Fund (EPS) during Q3 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
Nov 15, 2023 Q3 2023
Financial Gravity Asset Management, Inc.

BUY
 -
2.91M
+ 2281.19%
$133M - $142M
3.04M $193M
Nov 15, 2023 Q3 2023
Team Financial Group, LLC

Temecula, CA
BUY
 -
397K
New
$18.1M - $19.3M
397K $25.2M
Nov 13, 2023 Q3 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
49.1K
New
$2.23M - $2.39M
49.1K $3.12M
Oct 24, 2023 Q3 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
34.4K
+ 770.69%
$1.57M - $1.67M
38.9K $2.47M
Nov 30, 2023 Q3 2023
Modera Wealth Management, LLC

BUY
 -
31.7K
+ 873.36%
$1.44M - $1.54M
35.3K $2.24M
Nov 13, 2023 Q3 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
30.4K
+ 4.18%
$1.38M - $1.48M
756K $48M
Nov 02, 2023 Q3 2023
Private Advisor Group, LLC

BUY
 -
21.4K
+ 2.32%
$976K - $1.04M
946K $60.1M
Nov 14, 2023 Q3 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
18.3K
+ 304.33%
$834K - $891K
24.3K $1.55M
Nov 07, 2023 Q3 2023
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
16.4K
+ 46.44%
$745K - $795K
51.6K $3.28M
Nov 13, 2023 Q3 2023
Rathbones Group PLC

Liverpool, X0
BUY
 -
13.1K
New
$594K - $634K
13.1K $829K
Nov 15, 2023 Q3 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
12.3K
+ 983.15%
$558K - $596K
13.5K $858K
Aug 08, 2024 Q3 2023
Syntrinsic LLC

Denver, CO
BUY
 -
11.3K
New
$513K - $548K
11.3K $716K
Nov 03, 2023 Q3 2023
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
9.38K
New
$427K - $456K
9.38K $596K
Nov 09, 2023 Q3 2023
Garrett Wealth Advisory Group, LLC

BUY
 -
9.24K
+ 1.61%
$421K - $449K
584K $37.1M
Nov 14, 2023 Q3 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
8.1K
+ 46.88%
$369K - $394K
25.4K $1.61M
Oct 24, 2023 Q3 2023
Bouchey Financial Group LTD

BUY
 -
7.82K
New
$356K - $380K
7.82K $497K
Oct 31, 2023 Q3 2023
Moloney Securities Asset Management, LLC

BUY
 -
7.58K
+ 22.6%
$345K - $369K
41.1K $2.61M
May 14, 2024 Q3 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
6.29K
+ 103.87%
$286K - $306K
12.3K $784K
Nov 13, 2023 Q3 2023
Ifg Advisory, LLC

BUY
 -
5.77K
New
$263K - $280K
5.77K $366K
Oct 10, 2023 Q3 2023
Private Wealth Strategies, L.L.C.

BUY
 -
5.73K
+ 0.38%
$261K - $278K
1.5M $95.4M
Oct 26, 2023 Q3 2023
Park Avenue Securities LLC

BUY
 -
5.26K
New
$240K - $256K
5.26K $335K
Oct 26, 2023 Q3 2023
Chicago Partners Investment Group LLC

BUY
 -
3.67K
+ 24.67%
$167K - $179K
18.6K $1.18M
Oct 11, 2023 Q3 2023
Ae Wealth Management LLC

BUY
 -
2.98K
+ 3.08%
$136K - $145K
99.9K $6.35M
Nov 08, 2023 Q3 2023
Pine Valley Investments LTD Liability CO

Marlton, NJ
BUY
 -
2.58K
+ 21.13%
$118K - $126K
14.8K $941K
Nov 14, 2023 Q3 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
2.49K
+ 56.86%
$113K - $121K
6.87K $437K
Nov 13, 2023 Q3 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
1.97K
+ 2984.85%
$89.7K - $95.8K
2.04K $129K
Nov 14, 2023 Q3 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
1.52K
+ 18.07%
$69.2K - $73.9K
9.93K $631K
Nov 14, 2023 Q3 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
1.49K
+ 5.14%
$67.7K - $72.3K
30.4K $1.93M
Nov 09, 2023 Q3 2023
Kestra Advisory Services, LLC

BUY
 -
1.42K
+ 0.62%
$64.6K - $68.9K
229K $14.5M
Nov 14, 2023 Q3 2023
Lowe Brockenbrough & CO Inc

BUY
 -
1.1K
+ 2.46%
$50.1K - $53.5K
45.8K $2.91M
Nov 13, 2023 Q3 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
644
+ 5.22%
$29.3K - $31.3K
13K $825K
Nov 06, 2023 Q3 2023
Parsons Capital Management Inc

BUY
 -
415
+ 4.34%
$18.9K - $20.2K
9.99K $635K
Nov 03, 2023 Q3 2023
New Square Capital LLC

BUY
 -
280
+ 0.36%
$12.8K - $13.6K
79.1K $5.03M
Nov 06, 2023 Q3 2023
Authentikos Wealth Advisory, LLC

Morgan Hill, CA
BUY
 -
264
New
$12K - $12.8K
264 $16.8K
Nov 09, 2023 Q3 2023
Betterment LLC

New York, NY
BUY
 -
257
+ 0.93%
$11.7K - $12.5K
27.9K $1.77M
Oct 11, 2023 Q3 2023
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
227
New
$10.3K - $11K
227 $14.4K
Oct 23, 2023 Q3 2023
Commonwealth Equity Services, LLC

BUY
 -
184
+ 2.78%
$8.38K - $8.95K
6.81K $433K
Nov 01, 2023 Q3 2023
Verus Capital Partners, LLC

Scottsdale, AZ
BUY
 -
159
+ 3.49%
$7.24K - $7.73K
4.72K $300K
Oct 24, 2023 Q3 2023
Advisor Resource Council

BUY
 -
153
+ 1.49%
$6.97K - $7.44K
10.4K $661K
Nov 13, 2023 Q3 2023
Envestnet Asset Management Inc

BUY
 -
136
+ 0.16%
$6.19K - $6.61K
85.3K $5.42M
Oct 25, 2023 Q3 2023
Kmg Fiduciary Partners, LLC

BUY
 -
109
+ 0.44%
$4.96K - $5.3K
25K $1.59M
Oct 17, 2023 Q3 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
100
New
$4.55K - $4.86K
100 $6.36K
Nov 14, 2023 Q3 2023
Northwestern Mutual Wealth Management CO

BUY
 -
53
+ 1.08%
$2.41K - $2.58K
4.97K $316K
Nov 13, 2023 Q3 2023
Vista Investment Management

Pittsburgh, PA
BUY
 -
48
+ 0.06%
$2.19K - $2.33K
77.1K $4.9M
Nov 09, 2023 Q3 2023
Citigroup Inc

BUY
 -
37
+ 11.21%
$1.68K - $1.8K
367 $23.3K
Oct 24, 2023 Q3 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
29
+ 0.14%
$1.32K - $1.41K
20.2K $1.28M
Nov 13, 2023 Q3 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
27
+ 0.03%
$1.23K - $1.31K
78K $4.96M
Oct 10, 2023 Q3 2023
Melone Private Wealth, LLC

BUY
 -
25
+ 0.23%
$1.14K - $1.22K
11K $696K
Nov 13, 2023 Q3 2023
Gm Advisory Group, Inc.

Melville, NY
BUY
 -
9
+ 0.04%
$410 - $438
24.6K $1.56M

Track Institutional and Insider Activities on EPS

Follow WISDOMTREE U.S. LARGECAP FUND and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells EPS shares.

Notify only if

Insider Trading

Get notified when an Wisdomtree U.S. Largecap Fund insider buys or sells EPS shares.

Notify only if

News

Receive news related to WISDOMTREE U.S. LARGECAP FUND

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on EPS