Purchases and Sales Made in Q3 2023 in Wisdomtree U.S. Largecap Fund (EPS)
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 |
|---|---|---|---|---|---|---|---|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2+ 0.34% |
$91.1 - $97.2
|
585
$37.2K
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-11- 0.17% |
$501 - $535
|
6.35K
$403K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-16- 4.72% |
$729 - $778
|
323
$20.5K
|
|
|
Nov 16, 2023
Q3 2023
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-42- 0.67% |
$1.91K - $2.04K
|
6.27K
$398K
|
|
|
Oct 30, 2023
Q3 2023
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-86- 0.1% |
$3.92K - $4.18K
|
85.3K
$5.42M
|
|
|
Nov 07, 2023
Q3 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-108- 0.13% |
$4.92K - $5.25K
|
80.3K
$5.1M
|
|
|
Oct 26, 2023
Q3 2023
|
Rockland Trust CO
|
SELL
|
- |
-127- 0.25% |
$5.78K - $6.17K
|
50.5K
$3.21M
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-130- 1.11% |
$5.92K - $6.32K
|
11.6K
$738K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-132- 6.02% |
$6.01K - $6.42K
|
2.06K
$131K
|
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-137- 1.97% |
$6.24K - $6.66K
|
6.82K
$433K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-149- 10.06% |
$6.79K - $7.24K
|
1.33K
$84.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-154- 0.22% |
$7.01K - $7.49K
|
69.1K
$4.39M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-172- 1.26% |
$7.83K - $8.36K
|
13.5K
$855K
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-247- 0.37% |
$11.2K - $12K
|
66.9K
$4.25M
|
|
|
Oct 20, 2023
Q3 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-283- 2.73% |
$12.9K - $13.8K
|
10.1K
$641K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-291- 0.48% |
$13.3K - $14.1K
|
60.5K
$3.85M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-300- 1.66% |
$13.7K - $14.6K
|
17.7K
$1.13M
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-352- 1.37% |
$16K - $17.1K
|
25.3K
$1.61M
|
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-373- 21.61% |
$17K - $18.1K
|
1.35K
$86K
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-410- 3.57% |
$18.7K - $19.9K
|
11.1K
$703K
|
|
|
Nov 08, 2023
Q3 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-516- 4.0% |
$23.5K - $25.1K
|
12.4K
$788K
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-646- 2.13% |
$29.4K - $31.4K
|
29.6K
$1.88M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-800- 5.67% |
$36.4K - $38.9K
|
13.3K
$845K
|
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-843- 10.74% |
$38.4K - $41K
|
7.01K
$445K
|
|
|
Nov 08, 2023
Q3 2023
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-1.34K- 2.35% |
$60.9K - $65.1K
|
55.7K
$3.54M
|
|
|
Nov 08, 2023
Q3 2023
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-1.59K- 10.07% |
$72.5K - $77.4K
|
14.2K
$904K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.37K- 2.75% |
$153K - $164K
|
119K
$7.57M
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3.42K- 78.21% |
$156K - $166K
|
952
$60.5K
|
|
|
Oct 16, 2023
Q3 2023
|
Beacon Financial Group
|
SELL
|
- |
-3.56K- 7.44% |
$162K - $173K
|
44.3K
$2.81M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.7K- 4.49% |
$214K - $228K
|
99.9K
$6.35M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-5.1K- 58.29% |
$232K - $248K
|
3.65K
$232K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-6.2K- 26.11% |
$282K - $302K
|
17.6K
$1.12M
|
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-7.42K- 7.64% |
$338K - $361K
|
89.7K
$5.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-10.3K- 11.43% |
$469K - $501K
|
79.8K
$5.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-10.4K- 3.39% |
$472K - $503K
|
295K
$18.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-13.4K- 7.46% |
$609K - $650K
|
166K
$10.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-28.8K- 72.53% |
$1.31M - $1.4M
|
10.9K
$694K
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-33.6K- 90.25% |
$1.53M - $1.63M
|
3.63K
$230K
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-60.7K- 4.68% |
$2.77M - $2.95M
|
1.24M
$78.6M
|