Swmg, LLC Wisdomtree U.S. Largecap Fund Transaction History

Swmg, LLC

$279 Million
Q2 2025

A detailed history of Swmg, LLC transactions in Wisdomtree U.S. Largecap Fund stock. As of the latest transaction made, Swmg, LLC holds 4,476 shares of EPS stock, worth $301,771. This represents 0.1% of its overall portfolio holdings.

Number of Shares

4,476

Holding current value

$301,771

% of portfolio

0.1%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 29, 2025	BUY	$52.66 - $64.01 $235,706 - $286,508	4,476 New	4,476 $286,000

Others Institutions Holding EPS

# of Institutions

159

Shares Held

13.8M

Call Options Held

Put Options Held

Fiduciary Trust CO Boston, MA

2.25M
Shares

$152 Million
1.83% of portfolio
Lpl Financial LLC Fort Mill, SC

1.28M
Shares

$86.2 Million
0.03% of portfolio
Private Wealth Strategies, L.L.C.

1.27M
Shares

$85.6 Million
14.73% of portfolio
Private Advisor Group, LLC

1.06M
Shares

$71.3 Million
0.39% of portfolio
Morgan Stanley New York, NY

934K
Shares

$63 Million
0.0% of portfolio

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About WISDOMTREE U.S. LARGECAP FUND

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