Team Financial Group, LLC Wisdomtree U.S. Largecap Fund Transaction History

Team Financial Group, LLC

$168 Billion
Q3 2024

A detailed history of Team Financial Group, LLC transactions in Wisdomtree U.S. Largecap Fund stock. As of the latest transaction made, Team Financial Group, LLC holds 428,499 shares of EPS stock, worth $26.6 Million. This represents 15.3% of its overall portfolio holdings.

Number of Shares

428,499

Previous 421,078 1.76%

Holding current value

$26.6 Million

Previous $24 Billion 7.42%

% of portfolio

15.3%

Previous 15.39%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 23, 2024	BUY	$54.33 - $60.04 $403,182 - $445,556	7,421 Added 1.76%	428,499 $25.7 Billion
Q2 2024 Aug 13, 2024	BUY	$52.92 - $56.98 $851,747 - $917,093	16,095 Added 3.97%	421,078 $24 Billion
Q1 2024 May 10, 2024	SELL	$49.46 - $55.4 $265,896 - $297,830	-5,376 Reduced 1.31%	404,983 $22.4 Billion
Q4 2023 Feb 14, 2024	BUY	$43.69 - $50.33 $599,514 - $690,628	13,722 Added 3.46%	410,359 $20.6 Billion
Q3 2023 Nov 15, 2023	BUY	$45.54 - $48.62 $18.1 Million - $19.3 Million	396,637 New	396,637 $18.1 Billion

Others Institutions Holding EPS

# of Institutions

122

Shares Held

11.4M

Call Options Held

Put Options Held

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About WISDOMTREE U.S. LARGECAP FUND

Ticker EPS
Sector ETFs
Industry ETFs

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Team Financial Group, LLC Wisdomtree U.S. Largecap Fund Transaction History