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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
219New |
$9.57K - $11K
|
219
$13.8K
|
|
| Q3 2023 | |||||||
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
31.7K+ 873.36% |
$1.44M - $1.54M
|
35.3K
$2.22M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
16.4K+ 46.44% |
$745K - $795K
|
51.6K
$3.25M
|
|
|
Oct 24, 2023
Q3 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
7.82KNew |
$356K - $380K
|
7.82K
$492K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
264New |
$12K - $12.8K
|
264
$16.6K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
100New |
$4.55K - $4.86K
|
100
$6.29K
|
|
| Q1 2023 | |||||||
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
265KNew |
$11M - $12M
|
265K
$16.7M
|
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
BUY
|
- |
4.62KNew |
$191K - $209K
|
4.62K
$291K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.38KNew |
$56.9K - $62.1K
|
1.38K
$86.5K
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
241+ 4.68% |
$9.98K - $10.9K
|
5.39K
$339K
|
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
219New |
$9.07K - $9.9K
|
219
$13.8K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
2+ 0.17% |
$82.8 - $90.4
|
1.16K
$72.8K
|
|
| Q4 2022 | |||||||
|
Feb 07, 2023
Q4 2022
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
10KNew |
$385K - $441K
|
10K
$629K
|
|
|
Feb 14, 2023
Q4 2022
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
5.11KNew |
$197K - $226K
|
5.11K
$322K
|
|
|
Feb 15, 2023
Q4 2022
|
Rmr Wealth Builders
|
BUY
|
- |
4.94KNew |
$190K - $218K
|
4.94K
$311K
|
|
|
Feb 13, 2023
Q4 2022
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
200New |
$7.7K - $8.82K
|
200
$12.6K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
70New |
$2.7K - $3.09K
|
70
$4.41K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
12+ 4.41% |
$462 - $529
|
284
$17.9K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
28.5KNew |
$1.1M - $1.31M
|
28.5K
$1.8M
|
|
|
Nov 29, 2022
Q3 2022
|
London & Capital Asset Management LTD
London, X0 |
BUY
|
- |
15.6KNew |
$599K - $717K
|
15.6K
$981K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
13K+ 35.07% |
$500K - $600K
|
50.2K
$3.16M
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
BUY
|
- |
3.52KNew |
$135K - $162K
|
3.52K
$221K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
3.19KNew |
$123K - $147K
|
3.19K
$201K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.84KNew |
$70.6K - $84.6K
|
1.84K
$116K
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
763+ 6.62% |
$29.3K - $35.1K
|
12.3K
$773K
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
BUY
|
- |
683New |
$26.2K - $31.4K
|
683
$43K
|
|
|
Nov 02, 2022
Q3 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
560+ 9.36% |
$21.5K - $25.8K
|
6.54K
$412K
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
13+ 5.22% |
$499 - $598
|
262
$16.5K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
6.45KNew |
$256K - $314K
|
6.45K
$406K
|
|
|
Jul 11, 2022
Q2 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
6.39KNew |
$254K - $311K
|
6.39K
$402K
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
4.72KNew |
$187K - $230K
|
4.72K
$297K
|
|
|
Aug 02, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
3.14KNew |
$125K - $153K
|
3.14K
$198K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
47New |
$1.87K - $2.29K
|
47
$2.96K
|
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
12New |
$477 - $585
|
12
$755
|
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 10, 2022
Q1 2022
|
Ifs Advisors, LLC
|
BUY
|
- |
200+ 4.11% |
$8.99K - $10.2K
|
5.06K
$319K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
676New |
$31.1K - $34.3K
|
676
$42.5K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
301New |
$13.8K - $15.3K
|
301
$18.9K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
162New |
$7.45K - $8.21K
|
162
$10.2K
|
|
| Q2 2021 | |||||||
|
Aug 10, 2021
Q2 2021
|
Daido Life Insurance CO
Tokyo, M0 |
BUY
|
- |
102K+ 22.91% |
$4.48M - $4.74M
|
549K
$34.6M
|
|
| Q1 2021 | |||||||
|
Apr 14, 2021
Q1 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
536New |
$21.2K - $23.3K
|
536
$33.7K
|
|
| Q4 2020 | |||||||
|
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
5.4KNew |
$186K - $217K
|
5.4K
$340K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
218New |
N/A
|
218
$13.7K
|
|
| Q4 2017 | |||||||
|
Feb 14, 2018
Q4 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
2+ 200.0% |
N/A
|
3
$189
|
|