Cerity Partners LLC Wisdomtree U.S. Largecap Fund Transaction History

Cerity Partners LLC

$48.7 Billion
Q1 2025

A detailed history of Cerity Partners LLC transactions in Wisdomtree U.S. Largecap Fund stock. As of the latest transaction made, Cerity Partners LLC holds 4,645 shares of EPS stock, worth $285,063. This represents 0.0% of its overall portfolio holdings.

Number of Shares

4,645

Holding current value

$285,063

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 30, 2025	BUY	$58.38 - $64.16 $271,175 - $298,023	4,645 New	4,645 $275,000

Others Institutions Holding EPS

# of Institutions

156

Shares Held

14.1M

Call Options Held

Put Options Held

Fiduciary Trust CO Boston, MA

2.41M
Shares

$148 Million
1.94% of portfolio
Private Wealth Strategies, L.L.C.

1.27M
Shares

$78 Million
14.73% of portfolio
Lpl Financial LLC Fort Mill, SC

1.13M
Shares

$69.4 Million
0.03% of portfolio
Private Advisor Group, LLC

1.07M
Shares

$66 Million
0.4% of portfolio
Morgan Stanley New York, NY

986K
Shares

$60.5 Million
0.0% of portfolio

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About WISDOMTREE U.S. LARGECAP FUND

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