Purchases and Sales Made in Q4 2022 in Wisdomtree U.S. Largecap Fund (EPS)
This table provides information about the institutional ownership of Wisdomtree U.S. Largecap Fund (EPS) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
471K+ 48.69% |
$18.1M - $20.8M
|
1.44M
$91M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
90.4K+ 71.55% |
$3.48M - $3.99M
|
217K
$13.7M
|
|
|
May 15, 2023
Q4 2022
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
75.9KNew |
$2.92M - $3.35M
|
75.9K
$4.81M
|
|
|
Jan 24, 2023
Q4 2022
|
Rockland Trust CO
|
BUY
|
- |
72.6KNew |
$2.79M - $3.2M
|
72.6K
$4.59M
|
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
69.7KNew |
$2.68M - $3.07M
|
69.7K
$4.41M
|
|
|
Feb 13, 2023
Q4 2022
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
46.1K+ 3.22% |
$1.78M - $2.04M
|
1.48M
$93.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
42.1K+ 245.53% |
$1.62M - $1.86M
|
59.2K
$3.75M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
27.6K+ 40.13% |
$1.06M - $1.22M
|
96.4K
$6.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
23.8K+ 5.12% |
$918K - $1.05M
|
490K
$31M
|
|
|
Feb 14, 2023
Q4 2022
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
23.8KNew |
$915K - $1.05M
|
23.8K
$1.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
19.6KNew |
$755K - $865K
|
19.6K
$1.24M
|
|
|
Feb 02, 2023
Q4 2022
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
16.5K+ 3.02% |
$636K - $729K
|
563K
$35.6M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
13.7K+ 36.03% |
$526K - $602K
|
51.6K
$3.26M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
13.3KNew |
$512K - $587K
|
13.3K
$842K
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
13.3KNew |
$511K - $586K
|
13.3K
$840K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
11.2K+ 10.75% |
$431K - $494K
|
115K
$7.31M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.5KNew |
$406K - $465K
|
10.5K
$667K
|
|
|
Feb 07, 2023
Q4 2022
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
10KNew |
$385K - $441K
|
10K
$633K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
9.66K+ 3.21% |
$372K - $426K
|
311K
$19.7M
|
|
|
Jan 25, 2023
Q4 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
7.61KNew |
$293K - $336K
|
7.61K
$481K
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
7.25K+ 119.78% |
$279K - $320K
|
13.3K
$842K
|
|
|
Jan 24, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
6.37KNew |
$245K - $281K
|
6.37K
$403K
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.15KNew |
$198K - $227K
|
5.15K
$326K
|
|
|
Feb 14, 2023
Q4 2022
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
5.11KNew |
$197K - $226K
|
5.11K
$324K
|
|
|
Feb 15, 2023
Q4 2022
|
Rmr Wealth Builders
|
BUY
|
- |
4.94KNew |
$190K - $218K
|
4.94K
$313K
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
2.64K+ 3.65% |
$102K - $116K
|
74.9K
$4.74M
|
|
|
Feb 13, 2023
Q4 2022
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
2.55K+ 3.47% |
$98K - $112K
|
75.9K
$4.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
2.46K+ 9.2% |
$94.6K - $108K
|
29.2K
$1.85M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.96K+ 22.54% |
$75.4K - $86.4K
|
10.6K
$674K
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.59K+ 5.45% |
$61.3K - $70.2K
|
30.8K
$1.95M
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
442+ 61.39% |
$17K - $19.5K
|
1.16K
$73.5K
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
323New |
$12.4K - $14.3K
|
323
$20.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
258+ 1.83% |
$9.93K - $11.4K
|
14.3K
$908K
|
|
|
Feb 13, 2023
Q4 2022
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
200New |
$7.7K - $8.82K
|
200
$12.7K
|
|
|
Jan 12, 2023
Q4 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
184+ 0.77% |
$7.08K - $8.12K
|
24.2K
$1.53M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
149+ 2.21% |
$5.74K - $6.57K
|
6.88K
$436K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
70New |
$2.7K - $3.09K
|
70
$4.43K
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
35+ 0.56% |
$1.35K - $1.54K
|
6.34K
$401K
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
29+ 0.2% |
$1.12K - $1.28K
|
14.9K
$940K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
12+ 4.41% |
$462 - $529
|
284
$18K
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
6+ 0.52% |
$231 - $265
|
1.16K
$73.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
5+ 0.29% |
$193 - $221
|
1.72K
$109K
|
|
|
Feb 14, 2023
Q4 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
3+ 0.02% |
$116 - $132
|
13.1K
$831K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-17- 0.04% |
$655 - $750
|
45K
$2.85M
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-22- 4.18% |
$847 - $971
|
504
$31.9K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-50- 0.35% |
$1.93K - $2.21K
|
14.1K
$892K
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-90- 1.56% |
$3.47K - $3.97K
|
5.69K
$360K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-117- 4.37% |
$4.5K - $5.16K
|
2.56K
$162K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-157- 11.59% |
$6.04K - $6.93K
|
1.2K
$75.8K
|