Latest Institutional Transactions on Wisdomtree U.S. Largecap Fund (EPS)
This table provides information on the latest institutional transactions involving Wisdomtree U.S. Largecap Fund (EPS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
286New |
$12.5K - $14.4K
|
286
$16.8K
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
5.08KNew |
$222K - $256K
|
5.08K
$299K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
219New |
$9.57K - $11K
|
219
$12.9K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
262+ 1.04% |
$11.4K - $13.2K
|
25.5K
$1.5M
|
|
| Q3 2023 | |||||||
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
31.7K+ 873.36% |
$1.44M - $1.54M
|
35.3K
$2.08M
|
|
|
Nov 16, 2023
Q3 2023
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-42- 0.67% |
$1.91K - $2.04K
|
6.27K
$369K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
16.4K+ 46.44% |
$745K - $795K
|
51.6K
$3.04M
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
264New |
$12K - $12.8K
|
264
$15.5K
|
|
|
Oct 24, 2023
Q3 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
7.82KNew |
$356K - $380K
|
7.82K
$460K
|
|
|
Oct 20, 2023
Q3 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-283- 2.73% |
$12.9K - $13.8K
|
10.1K
$594K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
100New |
$4.55K - $4.86K
|
100
$5.89K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-132- 6.02% |
$6.01K - $6.42K
|
2.06K
$121K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-300- 1.66% |
$13.7K - $14.6K
|
17.7K
$1.04M
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-2.3K- 11.05% |
$98.8K - $107K
|
18.5K
$1.09M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-196- 17.88% |
$8.43K - $9.17K
|
900
$53K
|
|
| Q1 2023 | |||||||
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
219New |
$9.07K - $9.9K
|
219
$12.9K
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
241+ 4.68% |
$9.98K - $10.9K
|
5.39K
$317K
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
265KNew |
$11M - $12M
|
265K
$15.6M
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
2+ 0.17% |
$82.8 - $90.4
|
1.16K
$68.1K
|
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
BUY
|
- |
4.62KNew |
$191K - $209K
|
4.62K
$272K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.38KNew |
$56.9K - $62.1K
|
1.38K
$80.9K
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
Rmr Wealth Builders
|
BUY
|
- |
4.94KNew |
$190K - $218K
|
4.94K
$291K
|
|
|
Feb 14, 2023
Q4 2022
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
5.11KNew |
$197K - $226K
|
5.11K
$301K
|
|
|
Feb 13, 2023
Q4 2022
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
200New |
$7.7K - $8.82K
|
200
$11.8K
|
|
|
Feb 07, 2023
Q4 2022
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
10KNew |
$385K - $441K
|
10K
$589K
|
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-254- 89.75% |
$9.78K - $11.2K
|
29
$1.71K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
12+ 4.41% |
$462 - $529
|
284
$16.7K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
70New |
$2.7K - $3.09K
|
70
$4.12K
|
|
| Q3 2022 | |||||||
|
Nov 29, 2022
Q3 2022
|
London & Capital Asset Management LTD
London, X0 |
BUY
|
- |
15.6KNew |
$599K - $717K
|
15.6K
$918K
|
|
|
Nov 14, 2022
Q3 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
28.5KNew |
$1.1M - $1.31M
|
28.5K
$1.68M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
13K+ 35.07% |
$500K - $600K
|
50.2K
$2.95M
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
13+ 5.22% |
$499 - $598
|
262
$15.4K
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
763+ 6.62% |
$29.3K - $35.1K
|
12.3K
$724K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-800- 44.44% |
$30.7K - $36.8K
|
1K
$58.9K
|
|
|
Nov 02, 2022
Q3 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
560+ 9.36% |
$21.5K - $25.8K
|
6.54K
$385K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-28- 13.93% |
$1.07K - $1.29K
|
173
$10.2K
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
SELL
|
- |
-295- 7.29% |
$11.3K - $13.6K
|
3.75K
$221K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
3.19KNew |
$123K - $147K
|
3.19K
$188K
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
BUY
|
- |
683New |
$26.2K - $31.4K
|
683
$40.2K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.84KNew |
$70.6K - $84.6K
|
1.84K
$108K
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
BUY
|
- |
3.52KNew |
$135K - $162K
|
3.52K
$207K
|
|
| Q2 2022 | |||||||
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
4.72KNew |
$187K - $230K
|
4.72K
$278K
|
|
|
Aug 15, 2022
Q2 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-8.28KClosed |
$329K - $403K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
6.45KNew |
$256K - $314K
|
6.45K
$380K
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4.91KClosed |
$195K - $239K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
3.14KNew |
$125K - $153K
|
3.14K
$185K
|
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
12New |
$477 - $585
|
12
$706
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
47New |
$1.87K - $2.29K
|
47
$2.77K
|
|
|
Jul 22, 2022
Q2 2022
|
Pacifica Partners Inc.
|
SELL
|
- |
-1.03K- 66.93% |
$40.9K - $50.2K
|
509
$30K
|
|