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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2022
Q2 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
6.39KNew |
$254K - $311K
|
6.39K
$376K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-285KClosed |
$12.8M - $14.5M
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Ifs Advisors, LLC
|
BUY
|
- |
200+ 4.11% |
$8.99K - $10.2K
|
5.06K
$298K
|
|
|
Apr 21, 2022
Q1 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-804Closed |
$36.1K - $40.9K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
301New |
$13.8K - $15.3K
|
301
$17.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
676New |
$31.1K - $34.3K
|
676
$39.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-140Closed |
$6.44K - $7.1K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
162New |
$7.45K - $8.21K
|
162
$9.54K
|
|
| Q3 2021 | |||||||
|
Nov 09, 2021
Q3 2021
|
Private Ocean, LLC
|
SELL
|
- |
-3.19KClosed |
$146K - $155K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 10, 2021
Q2 2021
|
Daido Life Insurance CO
Tokyo, M0 |
BUY
|
- |
102K+ 22.91% |
$4.48M - $4.74M
|
549K
$32.3M
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-13KClosed |
$514K - $563K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-641Closed |
$25.4K - $27.8K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-742Closed |
$29.4K - $32.2K
|
0
$0
|
|
|
Apr 20, 2021
Q1 2021
|
Unison Advisors LLC
|
SELL
|
- |
-12.8KClosed |
$509K - $557K
|
0
$0
|
|
|
Apr 14, 2021
Q1 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
536New |
$21.2K - $23.3K
|
536
$31.6K
|
|
| Q4 2020 | |||||||
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-115Closed |
$3.96K - $4.62K
|
0
$0
|
|
|
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
5.4KNew |
$186K - $217K
|
5.4K
$318K
|
|
| Q3 2020 | |||||||
|
Aug 13, 2024
Q3 2020
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-97Closed |
$3.22K - $3.66K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-1.75KClosed |
$58.1K - $66K
|
0
$0
|
|
|
Nov 04, 2020
Q3 2020
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-153KClosed |
$5.07M - $5.76M
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.97KClosed |
$52.8K - $69.8K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-197Closed |
$5.29K - $6.99K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.1KClosed |
$29.5K - $39K
|
0
$0
|
|
|
Jul 15, 2020
Q2 2020
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-12KClosed |
$323K - $426K
|
0
$0
|
|
|
Jul 10, 2020
Q2 2020
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-272KClosed |
$7.31M - $9.66M
|
0
$0
|
|
| Q1 2020 | |||||||
|
Feb 11, 2021
Q1 2020
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-1.13KClosed |
$27.6K - $43K
|
0
$0
|
|
|
Jun 03, 2020
Q1 2020
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-76Closed |
$1.85K - $2.88K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Meeder Asset Management Inc
|
SELL
|
- |
-474Closed |
$11.5K - $18K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-5.28KClosed |
$129K - $200K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-162Closed |
$3.94K - $6.14K
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Trilogy Capital Inc.
|
SELL
|
- |
-381KClosed |
$9.27M - $14.4M
|
0
$0
|
|
|
Apr 20, 2020
Q1 2020
|
Firestone Capital Management
|
SELL
|
- |
-901Closed |
$21.9K - $34.2K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 15, 2019
Q3 2019
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-26.6KClosed |
$888K - $909K
|
0
$0
|
|
|
Nov 08, 2019
Q3 2019
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-18- 1.5% |
$600 - $615
|
1.18K
$69.4K
|
|
|
Oct 30, 2019
Q3 2019
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-135Closed |
$4.5K - $4.61K
|
0
$0
|
|
|
Oct 04, 2019
Q3 2019
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-900Closed |
$30K - $30.7K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-8.09KClosed |
N/A
|
0
$0
|
|
|
Jul 31, 2019
Q2 2019
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-389Closed |
N/A
|
0
$0
|
|
|
Jul 24, 2019
Q2 2019
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-2KClosed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 09, 2019
Q1 2019
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-25.9KClosed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 08, 2019
Q4 2018
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-151Closed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
218New |
N/A
|
218
$12.8K
|
|
| Q2 2018 | |||||||
|
Aug 16, 2018
Q2 2018
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-801Closed |
N/A
|
0
$0
|
|
|
Jul 11, 2018
Q2 2018
|
Ledyard National Bank
|
SELL
|
- |
-465Closed |
N/A
|
0
$0
|
|
| Q1 2018 | |||||||
|
Apr 17, 2018
Q1 2018
|
Calton & Associates, Inc.
|
SELL
|
- |
-540Closed |
N/A
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 14, 2018
Q4 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
2+ 200.0% |
N/A
|
3
$177
|
|