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 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
56+ 0.28% |
$2.58K - $2.84K
|
20.1K
$1.28M
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
19+ 0.16% |
$874 - $963
|
12K
$765K
|
|
|
Jan 13, 2022
Q4 2021
|
E&G Advisors, LP
|
BUY
|
- |
15+ 0.22% |
$690 - $760
|
6.88K
$437K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
14+ 0.29% |
$644 - $710
|
4.89K
$311K
|
|
|
Feb 10, 2022
Q4 2021
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
7+ 0.03% |
$322 - $355
|
24.4K
$1.55M
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-40- 0.35% |
$1.84K - $2.03K
|
11.3K
$717K
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-77- 0.86% |
$3.54K - $3.9K
|
8.93K
$567K
|
|
|
Feb 14, 2022
Q4 2021
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-125- 6.85% |
$5.75K - $6.34K
|
1.7K
$108K
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-140Closed |
$6.44K - $7.1K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-158- 1.03% |
$7.27K - $8.01K
|
15.1K
$962K
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-176- 6.55% |
$8.09K - $8.92K
|
2.51K
$159K
|
|
|
Feb 11, 2022
Q4 2021
|
Psi Advisors, LLC
|
SELL
|
- |
-398- 6.37% |
$18.3K - $20.2K
|
5.85K
$372K
|
|
|
Jan 28, 2022
Q4 2021
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-402- 3.14% |
$18.5K - $20.4K
|
12.4K
$789K
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-417- 14.11% |
$19.2K - $21.1K
|
2.54K
$161K
|
|
|
Feb 04, 2022
Q4 2021
|
Modera Wealth Management, LLC
|
SELL
|
- |
-441- 1.33% |
$20.3K - $22.3K
|
32.6K
$2.07M
|
|
|
Jan 18, 2022
Q4 2021
|
Acg Wealth
|
SELL
|
- |
-444- 2.18% |
$20.4K - $22.5K
|
19.9K
$1.27M
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-688- 6.73% |
$31.6K - $34.9K
|
9.54K
$606K
|
|
|
Jan 20, 2022
Q4 2021
|
Herold Advisors, Inc.
|
SELL
|
- |
-800- 3.3% |
$36.8K - $40.5K
|
23.4K
$1.49M
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-899- 13.66% |
$41.3K - $45.6K
|
5.68K
$361K
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
SELL
|
- |
-1K- 19.82% |
$46K - $50.7K
|
4.05K
$257K
|
|
|
Jan 28, 2022
Q4 2021
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-1.64K- 1.88% |
$75.6K - $83.3K
|
85.7K
$5.45M
|
|
|
Feb 11, 2022
Q4 2021
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-1.93K- 0.88% |
$88.7K - $97.7K
|
216K
$13.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.14K- 9.94% |
$98.4K - $108K
|
19.4K
$1.23M
|
|
|
Jan 07, 2022
Q4 2021
|
Beacon Financial Group
|
SELL
|
- |
-3.12K- 0.48% |
$143K - $158K
|
651K
$41.4M
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-4.08K- 32.58% |
$187K - $207K
|
8.43K
$536K
|
|
|
Feb 11, 2022
Q4 2021
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-4.96KClosed |
$228K - $251K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-6KClosed |
$276K - $304K
|
0
$0
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-6.36K- 82.51% |
$292K - $322K
|
1.35K
$85.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-8.51KClosed |
$392K - $431K
|
0
$0
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-35.4K- 99.32% |
$1.63M - $1.79M
|
243
$15.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-40.4KClosed |
$1.86M - $2.04M
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-174K- 40.9% |
$7.99M - $8.8M
|
251K
$15.9M
|