Latest Institutional Purchases of Wisdomtree U.S. Largecap Fund (EPS)
This list provides information on the latest institutional transactions involving Wisdomtree U.S. Largecap Fund (EPS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
35.9KNew |
$1.95M - $2.16M
|
35.9K
$2.19M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
8.2K+ 73.51% |
$445K - $492K
|
19.3K
$1.18M
|
|
|
Oct 23, 2024
Q3 2024
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
7.42K+ 1.76% |
$403K - $446K
|
428K
$26.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
6.09KNew |
$331K - $366K
|
6.09K
$371K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
4.11KNew |
$223K - $247K
|
4.11K
$250K
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.13K+ 48.52% |
$116K - $128K
|
6.52K
$397K
|
|
|
Oct 22, 2024
Q3 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
1.58K+ 1.78% |
$86K - $95K
|
90.4K
$5.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
930+ 7.88% |
$50.5K - $55.8K
|
12.7K
$775K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
695+ 30.06% |
$37.8K - $41.7K
|
3.01K
$183K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
372+ 1.52% |
$20.2K - $22.3K
|
24.8K
$1.51M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
290+ 1.31% |
$15.8K - $17.4K
|
22.4K
$1.36M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
100New |
$5.43K - $6K
|
100
$6.08K
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
96+ 0.38% |
$5.22K - $5.76K
|
25.3K
$1.54M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
12+ 0.14% |
$652 - $720
|
8.64K
$526K
|
|
|
Oct 18, 2024
Q3 2024
|
E&G Advisors, LP
|
BUY
|
- |
10+ 0.14% |
$543 - $600
|
7.03K
$428K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
870K+ 104.39% |
$46M - $49.6M
|
1.7M
$104M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
64.8K+ 7.2% |
$3.43M - $3.7M
|
966K
$58.7M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
57.6K+ 5.95% |
$3.05M - $3.28M
|
1.03M
$62.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
45.9K+ 69.41% |
$2.43M - $2.62M
|
112K
$6.81M
|
|
|
Jul 19, 2024
Q2 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
20.4K+ 3.16% |
$1.08M - $1.16M
|
664K
$40.4M
|
|
|
Aug 01, 2024
Q2 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
16.9K+ 1.35% |
$894K - $963K
|
1.27M
$77.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
13.5K+ 5.4% |
$714K - $769K
|
263K
$16M
|
|
|
Aug 16, 2024
Q2 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
6.83KNew |
$362K - $389K
|
6.83K
$416K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.76KNew |
$358K - $385K
|
6.76K
$411K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
5.81KNew |
$308K - $331K
|
5.81K
$353K
|
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
5.01KNew |
$265K - $285K
|
5.01K
$305K
|
|
|
Sep 10, 2024
Q2 2024
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
3.6KNew |
$191K - $205K
|
3.6K
$219K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.23K+ 873.51% |
$171K - $184K
|
3.6K
$219K
|
|
|
Aug 14, 2024
Q2 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
1.98K+ 2.52% |
$105K - $113K
|
80.7K
$4.91M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.93K+ 37.81% |
$102K - $110K
|
7.02K
$427K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
1.58K+ 2.12% |
$83.7K - $90.1K
|
76.2K
$4.64M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.39K+ 5.75% |
$73.6K - $79.3K
|
25.6K
$1.56M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
891New |
$47.2K - $50.8K
|
891
$54.2K
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
765+ 14.3% |
$40.5K - $43.6K
|
6.11K
$372K
|
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
BUY
|
- |
765+ 0.92% |
$40.5K - $43.6K
|
83.6K
$5.08M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
641+ 160.25% |
$33.9K - $36.5K
|
1.04K
$63.3K
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
471+ 2.74% |
$24.9K - $26.8K
|
17.6K
$1.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
450+ 1.75% |
$23.8K - $25.6K
|
26.2K
$1.6M
|
|
|
Jul 16, 2024
Q2 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
228New |
$12.1K - $13K
|
228
$13.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
188+ 0.85% |
$9.95K - $10.7K
|
22.3K
$1.36M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
166+ 4.53% |
$8.78K - $9.46K
|
3.83K
$233K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
160New |
$8.47K - $9.12K
|
160
$9.73K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
114+ 0.44% |
$6.03K - $6.5K
|
26.3K
$1.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
67+ 0.55% |
$3.55K - $3.82K
|
12.3K
$750K
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
66+ 0.72% |
$3.49K - $3.76K
|
9.24K
$562K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
56+ 0.42% |
$2.96K - $3.19K
|
13.2K
$805K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
34+ 1.99% |
$1.8K - $1.94K
|
1.75K
$106K
|
|
|
Aug 13, 2024
Q2 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
32+ 0.51% |
$1.69K - $1.82K
|
6.36K
$387K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
12+ 0.11% |
$635 - $684
|
10.6K
$643K
|
|