Purchases and Sales Made in Q4 2023 in Wisdomtree U.S. Largecap Fund (EPS)
This table provides information about the institutional ownership of Wisdomtree U.S. Largecap Fund (EPS) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
157K+ 20.71% |
$6.84M - $7.88M
|
912K
$58M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
90.1K+ 39.37% |
$3.93M - $4.53M
|
319K
$20.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
86.8K+ 285.66% |
$3.79M - $4.37M
|
117K
$7.45M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
60.4KNew |
$2.64M - $3.04M
|
60.4K
$3.84M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
58.3K+ 6.16% |
$2.55M - $2.93M
|
1M
$63.8M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
56.8KNew |
$2.48M - $2.86M
|
56.8K
$3.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
23.5K+ 133.74% |
$1.03M - $1.18M
|
41K
$2.61M
|
|
|
Feb 12, 2024
Q4 2023
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
16.8K+ 1.12% |
$735K - $847K
|
1.52M
$96.4M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
14.1K+ 104.2% |
$614K - $708K
|
27.6K
$1.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
13.7K+ 3.46% |
$600K - $691K
|
410K
$26.1M
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
12.5K+ 30.5% |
$548K - $631K
|
53.7K
$3.41M
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
12.2K+ 27.53% |
$533K - $614K
|
56.5K
$3.59M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
12K+ 19.87% |
$526K - $606K
|
72.6K
$4.61M
|
|
|
May 22, 2024
Q4 2023
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
10.6KNew |
$461K - $531K
|
10.6K
$671K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
9.08K+ 4.61% |
$397K - $457K
|
206K
$13.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
8.61KNew |
$376K - $433K
|
8.61K
$547K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.99K+ 10.12% |
$306K - $352K
|
76.1K
$4.83M
|
|
|
Feb 16, 2024
Q4 2023
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
6.61KNew |
$289K - $332K
|
6.61K
$420K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
6.14KNew |
$268K - $309K
|
6.14K
$390K
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
5.08KNew |
$222K - $256K
|
5.08K
$323K
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
4.57KNew |
$200K - $230K
|
4.57K
$291K
|
|
|
Jan 10, 2024
Q4 2023
|
Moller Financial Services
|
BUY
|
- |
4.19KNew |
$183K - $211K
|
4.19K
$267K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.25K+ 34.59% |
$142K - $163K
|
12.6K
$802K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.32K+ 11.46% |
$101K - $117K
|
22.5K
$1.43M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.99K+ 8.18% |
$87K - $100K
|
26.3K
$1.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
1.97K+ 2.56% |
$86.2K - $99.3K
|
79.1K
$5.03M
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1.57K+ 10.59% |
$68.5K - $78.9K
|
16.4K
$1.04M
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
1.46K+ 1.82% |
$63.9K - $73.6K
|
81.7K
$5.19M
|
|
|
Jan 30, 2024
Q4 2023
|
Marietta Wealth Management, LLC
|
BUY
|
- |
1.19K+ 1.39% |
$51.8K - $59.6K
|
86.5K
$5.5M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.13K+ 0.12% |
$49.2K - $56.7K
|
967K
$61.4M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1.07K+ 80.11% |
$46.6K - $53.7K
|
2.4K
$152K
|
|
|
Feb 14, 2024
Q4 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
819+ 1.79% |
$35.8K - $41.2K
|
46.6K
$2.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
759+ 7.64% |
$33.2K - $38.2K
|
10.7K
$679K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
713+ 194.28% |
$31.2K - $35.9K
|
1.08K
$68.6K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
496+ 2.67% |
$21.7K - $25K
|
19.1K
$1.21M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
469+ 0.6% |
$20.5K - $23.6K
|
78.5K
$4.99M
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
385+ 8.16% |
$16.8K - $19.4K
|
5.1K
$324K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
385New |
$16.8K - $19.4K
|
385
$24.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
370New |
$16.2K - $18.6K
|
370
$23.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
286New |
$12.5K - $14.4K
|
286
$18.2K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
262+ 1.04% |
$11.4K - $13.2K
|
25.5K
$1.62M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
219New |
$9.57K - $11K
|
219
$13.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
115+ 1.04% |
$5.02K - $5.79K
|
11.2K
$711K
|
|
|
Jan 10, 2024
Q4 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
111+ 0.44% |
$4.85K - $5.59K
|
25.1K
$1.59M
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
45+ 0.45% |
$1.97K - $2.26K
|
10K
$638K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
15+ 0.22% |
$655 - $755
|
6.83K
$434K
|
|
|
Jan 25, 2024
Q4 2023
|
E&G Advisors, LP
|
BUY
|
- |
10+ 0.15% |
$437 - $503
|
6.89K
$438K
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
4+ 0.3% |
$175 - $201
|
1.36K
$86.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3+ 0.51% |
$131 - $151
|
588
$37.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|