Avantax Advisory Services, Inc. Wisdomtree U.S. Largecap Fund Transaction History

Avantax Advisory Services, Inc.

$16 Billion
Q1 2025

A detailed history of Avantax Advisory Services, Inc. transactions in Wisdomtree U.S. Largecap Fund stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 103,624 shares of EPS stock, worth $6.42 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

103,624

Previous 90,947 13.94%

Holding current value

$6.42 Million

Previous $5.56 Million 10.39%

% of portfolio

0.04%

Previous 0.04%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	BUY	$58.38 - $64.16 $740,083 - $813,356	12,677 Added 13.94%	103,624 $6.14 Million
Q4 2024 Feb 07, 2025	BUY	$59.58 - $63.93 $53,562 - $57,473	899 Added 1.0%	90,947 $5.56 Million
Q3 2024 Nov 13, 2024	SELL	$54.33 - $60.04 $162,990 - $180,120	-3,000 Reduced 3.22%	90,048 $5.41 Million
Q2 2024 Aug 09, 2024	SELL	$52.92 - $56.98 $104,887 - $112,934	-1,982 Reduced 2.09%	93,048 $5.29 Million
Q1 2024 May 08, 2024	SELL	$49.46 - $55.4 $11,722 - $13,129	-237 Reduced 0.25%	95,030 $5.26 Million
Q4 2023 Feb 07, 2024	SELL	$43.69 - $50.33 $201,061 - $231,618	-4,602 Reduced 4.61%	95,267 $4.77 Million
Q3 2023 Nov 07, 2023	SELL	$45.54 - $48.62 $213,946 - $228,416	-4,698 Reduced 4.49%	99,869 $4.57 Million
Q2 2023 Aug 11, 2023	SELL	$43.03 - $46.8 $51,636 - $56,160	-1,200 Reduced 1.13%	104,567 $4.88 Million
Q1 2023 Apr 28, 2023	BUY	$41.41 - $45.19 $32,589 - $35,564	787 Added 0.75%	105,767 $4.62 Million
Q4 2022 Feb 13, 2023	SELL	$38.5 - $44.12 $77,231 - $88,504	-2,006 Reduced 1.88%	104,980 $4.37 Million
Q3 2022 Nov 01, 2022	SELL	$38.39 - $46.02 $200,702 - $240,592	-5,228 Reduced 4.66%	106,986 $4.11 Million
Q2 2022 Aug 02, 2022	SELL	$39.74 - $48.71 $163,808 - $200,782	-4,122 Reduced 3.54%	112,214 $4.58 Million
Q1 2022 Apr 27, 2022	SELL	$44.93 - $50.92 $155,367 - $176,081	-3,458 Reduced 2.89%	116,336 $5.63 Million
Q4 2021 Jan 24, 2022	BUY	$45.99 - $50.68 $103,063 - $113,573	2,241 Added 1.91%	119,794 $6.03 Million
Q3 2021 Oct 21, 2021	SELL	$45.77 - $48.62 $450,010 - $478,031	-9,832 Reduced 7.72%	117,553 $5.4 Million
Q2 2021 Jul 29, 2021	BUY	$43.71 - $46.27 $35,055 - $37,108	802 Added 0.63%	127,385 $5.88 Million
Q1 2021 May 13, 2021	BUY	$39.62 - $43.4 $43,740 - $47,913	1,104 Added 0.88%	126,583 $5.49 Million
Q4 2020 Jan 22, 2021	SELL	$34.44 - $40.16 $2.27 Million - $2.65 Million	-65,920 Reduced 34.44%	125,479 $5.04 Million
Q3 2020 Oct 14, 2020	BUY	$33.18 - $37.7 $1.65 Million - $1.87 Million	49,650 Added 35.03%	191,399 $6.78 Million
Q2 2020 Aug 06, 2020	BUY	$26.85 - $35.49 $70,910 - $93,729	2,641 Added 1.9%	141,749 $4.7 Million
Q1 2020 Apr 30, 2020	BUY	$24.35 - $37.92 $34,333 - $53,467	1,410 Added 1.02%	139,108 $3.91 Million
Q4 2019 Feb 14, 2020	BUY	$32.43 - $36.81 $4.47 Million - $5.07 Million	137,698 New	137,698 $5.05 Million
Q2 2019 Aug 06, 2019	SELL	N/A	-6,462 Closed	0 $0
Q1 2019 May 13, 2019	BUY	N/A	6,462 New	6,462 $205,000

Others Institutions Holding EPS

# of Institutions

157

Shares Held

14.2M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE U.S. LARGECAP FUND

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Avantax Advisory Services, Inc. Wisdomtree U.S. Largecap Fund Transaction History