Purchases and Sales Made in Q4 2024 in Wisdomtree U.S. Largecap Fund (EPS)
This table provides information about the institutional ownership of Wisdomtree U.S. Largecap Fund (EPS) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
4.76K+ 1.11% |
$283K - $304K
|
433K
$27.1M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3.66KNew |
$218K - $234K
|
3.66K
$229K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.93K+ 46.86% |
$115K - $123K
|
6.04K
$378K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
263+ 1.04% |
$15.7K - $16.8K
|
25.6K
$1.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Melone Private Wealth, LLC
|
SELL
|
- |
-42- 0.46% |
$2.5K - $2.69K
|
9.17K
$574K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-161- 1.86% |
$9.59K - $10.3K
|
8.48K
$531K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
SELL
|
- |
-527- 1.23% |
$31.4K - $33.7K
|
42.2K
$2.64M
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-556- 7.96% |
$33.1K - $35.5K
|
6.43K
$402K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-2.35K- 8.61% |
$140K - $150K
|
24.9K
$1.56M
|