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 13, 2024
Q4 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-13- 0.2% |
$568 - $654
|
6.34K
$403K
|
|
|
Feb 02, 2024
Q4 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-20- 0.1% |
$874 - $1.01K
|
21K
$1.34M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-74- 0.11% |
$3.23K - $3.72K
|
66.9K
$4.25M
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-87- 26.93% |
$3.8K - $4.38K
|
236
$15K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-93- 1.35% |
$4.06K - $4.68K
|
6.78K
$431K
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-158- 1.36% |
$6.9K - $7.95K
|
11.5K
$728K
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-223- 2.66% |
$9.74K - $11.2K
|
8.16K
$519K
|
|
|
Feb 13, 2024
Q4 2023
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-290- 2.04% |
$12.7K - $14.6K
|
13.9K
$886K
|
|
|
Jan 11, 2024
Q4 2023
|
Rockland Trust CO
|
SELL
|
- |
-312- 0.62% |
$13.6K - $15.7K
|
50.2K
$3.19M
|
|
|
Feb 13, 2024
Q4 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-315- 2.41% |
$13.8K - $15.9K
|
12.7K
$809K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-351- 2.61% |
$15.3K - $17.7K
|
13.1K
$833K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-560- 11.27% |
$24.5K - $28.2K
|
4.41K
$280K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-571- 4.4% |
$24.9K - $28.7K
|
12.4K
$789K
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-749- 6.46% |
$32.7K - $37.7K
|
10.8K
$689K
|
|
|
Jan 12, 2024
Q4 2023
|
Melone Private Wealth, LLC
|
SELL
|
- |
-883- 8.06% |
$38.6K - $44.4K
|
10.1K
$640K
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-903- 1.01% |
$39.5K - $45.4K
|
88.8K
$5.64M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-991- 48.67% |
$43.3K - $49.9K
|
1.05K
$66.4K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.06K- 3.59% |
$46.4K - $53.5K
|
28.6K
$1.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-1.09K- 8.79% |
$47.6K - $54.9K
|
11.3K
$718K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.16K- 22.02% |
$50.6K - $58.3K
|
4.11K
$261K
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.5K- 5.38% |
$65.5K - $75.5K
|
26.4K
$1.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.9K- 7.46% |
$82.8K - $95.4K
|
23.5K
$1.49M
|
|
|
Jan 17, 2024
Q4 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-2.35K- 23.41% |
$103K - $118K
|
7.69K
$488K
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-2.43K- 34.69% |
$106K - $122K
|
4.58K
$291K
|
|
|
Feb 12, 2024
Q4 2023
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-2.69K- 10.93% |
$117K - $135K
|
21.9K
$1.39M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.6K- 4.61% |
$201K - $232K
|
95.3K
$6.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5.21K- 6.53% |
$227K - $262K
|
74.6K
$4.74M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-6.29K- 50.95% |
$275K - $316K
|
6.05K
$385K
|
|
|
Feb 08, 2024
Q4 2023
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-6.31K- 11.34% |
$276K - $318K
|
49.4K
$3.14M
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-6.63K- 2.59% |
$289K - $333K
|
250K
$15.9M
|
|
|
Aug 08, 2024
Q4 2023
|
Syntrinsic LLC
Denver, CO |
SELL
|
- |
-6.97K- 61.85% |
$305K - $351K
|
4.3K
$273K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-7.95K- 16.21% |
$347K - $400K
|
41.1K
$2.61M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-10.1K- 11.83% |
$441K - $508K
|
75.2K
$4.78M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-10.7K- 3.61% |
$466K - $536K
|
284K
$18.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-10.7K- 6.46% |
$468K - $539K
|
155K
$9.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-13.9K- 2.38% |
$607K - $699K
|
571K
$36.3M
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
SELL
|
- |
-15.1K- 19.1% |
$660K - $760K
|
64K
$4.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-22.7K- 19.08% |
$993K - $1.14M
|
96.4K
$6.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-92.6K- 92.6% |
$4.04M - $4.66M
|
7.4K
$470K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-270K- 21.85% |
$11.8M - $13.6M
|
967K
$61.4M
|