Berger Financial Group, Inc Wisdomtree U.S. Largecap Fund Transaction History

Berger Financial Group, Inc

  • $1.26 Billion
  • Q2 2025

A detailed history of Berger Financial Group, Inc transactions in Wisdomtree U.S. Largecap Fund stock. As of the latest transaction made, Berger Financial Group, Inc holds 8,129 shares of EPS stock, worth $548,057. This represents 0.04% of its overall portfolio holdings.

Number of Shares
8,129
Previous 8,161 0.39%
Holding current value
$548,057
Previous $483,000 7.66%
% of portfolio
0.04%
Previous 0.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025
SELL
$52.66 - $64.01 $1,685 - $2,048
-32 Reduced 0.39%
8,129 $520,000
Q4 2023

Feb 07, 2024
SELL
$43.69 - $50.33 $9,742 - $11,223
-223 Reduced 2.66%
8,161 $409,000
Q2 2022

Aug 08, 2022
SELL
$39.74 - $48.71 $84,129 - $103,119
-2,117 Reduced 20.16%
8,384 $342,000
Q4 2020

Feb 02, 2021
BUY
$34.44 - $40.16 $361,654 - $421,720
10,501 New
10,501 $422,000

Others Institutions Holding EPS

# of Institutions
159
Shares Held
13.8M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE U.S. LARGECAP FUND

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