Purchases and Sales Made in Q4 2021 in Wisdomtree U.S. Largecap Fund (EPS)
This table provides information about the institutional ownership of Wisdomtree U.S. Largecap Fund (EPS) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Win Advisors, Inc
|
BUY
|
- |
358KNew |
$16.5M - $18.2M
|
358K
$22.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
285KNew |
$13.1M - $14.4M
|
285K
$18.1M
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
243K+ 189.46% |
$11.2M - $12.3M
|
371K
$23.6M
|
|
|
Jan 24, 2022
Q4 2021
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
59.4K+ 3.66% |
$2.73M - $3.01M
|
1.68M
$107M
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
54.5K+ 45.58% |
$2.51M - $2.76M
|
174K
$11.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
46.3K+ 39.42% |
$2.13M - $2.35M
|
164K
$10.4M
|
|
|
Feb 09, 2022
Q4 2021
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
26.9K+ 56.56% |
$1.24M - $1.37M
|
74.6K
$4.74M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
17.9KNew |
$822K - $905K
|
17.9K
$1.14M
|
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
16.5K+ 157.73% |
$760K - $837K
|
27K
$1.72M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
15.7K+ 1.92% |
$723K - $797K
|
834K
$53M
|
|
|
Jan 26, 2022
Q4 2021
|
New Square Capital LLC
|
BUY
|
- |
14.6K+ 44.19% |
$672K - $741K
|
47.7K
$3.03M
|
|
|
Feb 15, 2022
Q4 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
11.3KNew |
$518K - $571K
|
11.3K
$716K
|
|
|
Jan 21, 2022
Q4 2021
|
Melone Private Wealth, LLC
|
BUY
|
- |
11.1KNew |
$510K - $562K
|
11.1K
$705K
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
10.8K+ 6.84% |
$495K - $545K
|
168K
$10.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
10K+ 20.66% |
$461K - $508K
|
58.5K
$3.72M
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
9.96K+ 54.47% |
$458K - $505K
|
28.3K
$1.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.01K+ 4.12% |
$415K - $457K
|
228K
$14.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.96K+ 163.24% |
$412K - $454K
|
14.5K
$918K
|
|
|
May 16, 2022
Q4 2021
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
8.28KNew |
$381K - $420K
|
8.28K
$526K
|
|
|
Jan 14, 2022
Q4 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
7.59K+ 9.73% |
$349K - $385K
|
85.6K
$5.44M
|
|
|
Feb 14, 2022
Q4 2021
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
6.27KNew |
$288K - $318K
|
6.27K
$398K
|
|
|
Jan 28, 2022
Q4 2021
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
5.55K+ 12.6% |
$255K - $281K
|
49.6K
$3.15M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.1KNew |
$235K - $259K
|
5.1K
$324K
|
|
|
Feb 02, 2022
Q4 2021
|
Rmr Wealth Builders
|
BUY
|
- |
4.39KNew |
$202K - $222K
|
4.39K
$279K
|
|
|
Jan 20, 2022
Q4 2021
|
Moller Financial Services
|
BUY
|
- |
4.19KNew |
$193K - $213K
|
4.19K
$267K
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
3.98KNew |
$183K - $202K
|
3.98K
$253K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.55K+ 4.65% |
$163K - $180K
|
79.9K
$5.08M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.07K+ 3.84% |
$141K - $155K
|
82.9K
$5.27M
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.24K+ 1.91% |
$103K - $114K
|
120K
$7.61M
|
|
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1.75KNew |
$80.3K - $88.5K
|
1.75K
$111K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.6K+ 2.16% |
$73.4K - $80.9K
|
75.3K
$4.79M
|
|
|
Jan 13, 2022
Q4 2021
|
Pacifica Partners Inc.
|
BUY
|
- |
1.54KNew |
$70.8K - $78K
|
1.54K
$97.8K
|
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
BUY
|
- |
1.4K+ 8.17% |
$64.4K - $71K
|
18.5K
$1.18M
|
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
1.14K+ 126.33% |
$52.3K - $57.6K
|
2.04K
$129K
|
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
1KNew |
$46K - $50.7K
|
1K
$63.6K
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
963+ 273.58% |
$44.3K - $48.8K
|
1.32K
$83.6K
|
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
830+ 2.54% |
$38.2K - $42.1K
|
33.5K
$2.13M
|
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
BUY
|
- |
804New |
$37K - $40.7K
|
804
$51.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
676New |
$31.1K - $34.3K
|
676
$43K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
537+ 1.88% |
$24.7K - $27.2K
|
29.2K
$1.85M
|
|
|
Jan 12, 2022
Q4 2021
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
405+ 1.99% |
$18.6K - $20.5K
|
20.8K
$1.32M
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
334+ 16.52% |
$15.4K - $16.9K
|
2.36K
$150K
|
|
|
Feb 09, 2022
Q4 2021
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
321+ 1.4% |
$14.8K - $16.3K
|
23.3K
$1.48M
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
301New |
$13.8K - $15.3K
|
301
$19.1K
|
|
|
Feb 16, 2022
Q4 2021
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
253New |
$11.6K - $12.8K
|
253
$16.1K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
162New |
$7.45K - $8.21K
|
162
$10.3K
|
|
|
Feb 07, 2022
Q4 2021
|
Parsons Capital Management Inc
|
BUY
|
- |
110+ 1.17% |
$5.06K - $5.57K
|
9.55K
$607K
|
|
|
Feb 11, 2022
Q4 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
101+ 6.55% |
$4.64K - $5.12K
|
1.64K
$104K
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
90+ 0.17% |
$4.14K - $4.56K
|
54.2K
$3.45M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
85+ 0.05% |
$3.91K - $4.31K
|
160K
$10.2M
|