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
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-157- 2.27% |
$6.04K - $6.93K
|
6.76K
$428K
|
|
|
Feb 13, 2023
Q4 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-197- 1.98% |
$7.58K - $8.69K
|
9.75K
$617K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-200- 5.18% |
$7.7K - $8.82K
|
3.66K
$232K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-201- 3.06% |
$7.74K - $8.87K
|
6.36K
$402K
|
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-254- 89.75% |
$9.78K - $11.2K
|
29
$1.84K
|
|
|
Feb 14, 2023
Q4 2022
|
Win Advisors, Inc
|
SELL
|
- |
-262- 18.39% |
$10.1K - $11.6K
|
1.16K
$73.6K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-523- 2.57% |
$20.1K - $23.1K
|
19.8K
$1.26M
|
|
|
Feb 28, 2023
Q4 2022
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-699- 9.64% |
$26.9K - $30.8K
|
6.55K
$415K
|
|
|
Jan 20, 2023
Q4 2022
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-757- 3.61% |
$29.1K - $33.4K
|
20.2K
$1.28M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-757- 5.74% |
$29.1K - $33.4K
|
12.4K
$787K
|
|
|
Feb 13, 2023
Q4 2022
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-803- 3.24% |
$30.9K - $35.4K
|
24K
$1.52M
|
|
|
Jan 19, 2023
Q4 2022
|
Beacon Financial Group
|
SELL
|
- |
-895- 1.83% |
$34.5K - $39.5K
|
47.9K
$3.03M
|
|
|
Jan 20, 2023
Q4 2022
|
Advisor Resource Council
|
SELL
|
- |
-1.17K- 6.53% |
$44.9K - $51.4K
|
16.7K
$1.05M
|
|
|
Feb 13, 2023
Q4 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-1.84K- 0.78% |
$70.9K - $81.3K
|
234K
$14.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.01K- 1.88% |
$77.2K - $88.5K
|
105K
$6.64M
|
|
|
Feb 14, 2023
Q4 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-2.16K- 8.92% |
$83.2K - $95.3K
|
22.1K
$1.4M
|
|
|
Jan 30, 2023
Q4 2022
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-2.24K- 2.4% |
$86K - $98.6K
|
90.9K
$5.75M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.32K- 2.46% |
$89.4K - $102K
|
92.2K
$5.84M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.17K- 3.38% |
$122K - $140K
|
90.5K
$5.73M
|
|
|
Feb 07, 2023
Q4 2022
|
My Legacy Advisors, LLC
|
SELL
|
- |
-3.79K- 8.23% |
$146K - $167K
|
42.2K
$2.67M
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-4.05K- 13.23% |
$156K - $179K
|
26.5K
$1.68M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.82K- 24.05% |
$224K - $257K
|
18.4K
$1.16M
|
|
|
Jan 09, 2023
Q4 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-5.83K- 40.73% |
$225K - $257K
|
8.49K
$537K
|
|
|
Jan 30, 2023
Q4 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-7.29K- 14.39% |
$281K - $322K
|
43.4K
$2.75M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-11.7K- 8.29% |
$450K - $515K
|
129K
$8.18M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-15.5K- 7.21% |
$597K - $685K
|
200K
$12.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-19K- 74.95% |
$732K - $838K
|
6.35K
$402K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-25.2K- 21.55% |
$972K - $1.11M
|
91.9K
$5.82M
|
|
|
Feb 21, 2023
Q4 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-25.6K- 28.76% |
$986K - $1.13M
|
63.4K
$4.01M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-30.8K- 43.67% |
$1.19M - $1.36M
|
39.8K
$2.52M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-39.1K- 32.74% |
$1.51M - $1.72M
|
80.3K
$5.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-43.6K- 62.69% |
$1.68M - $1.92M
|
25.9K
$1.64M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-75.6K- 43.83% |
$2.91M - $3.33M
|
96.8K
$6.13M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-75.8K- 8.05% |
$2.92M - $3.35M
|
866K
$54.8M
|