Cetera Investment Advisers Wisdomtree U.S. Largecap Fund Transaction History

Cetera Investment Advisers

$55.9 Billion
Q2 2025

A detailed history of Cetera Investment Advisers transactions in Wisdomtree U.S. Largecap Fund stock. As of the latest transaction made, Cetera Investment Advisers holds 445,451 shares of EPS stock, worth $30 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

445,451

Previous 423,163 5.27%

Holding current value

$30 Million

Previous $25.1 Million 13.67%

% of portfolio

0.05%

Previous 0.05%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	BUY	$52.66 - $64.01 $1.17 Million - $1.43 Million	22,288 Added 5.27%	445,451 $28.5 Million
Q1 2025 May 06, 2025	SELL	$58.38 - $64.16 $153,539 - $168,740	-2,630 Reduced 0.62%	423,163 $25.1 Million
Q4 2024 Feb 13, 2025	SELL	$59.58 - $63.93 $148,950 - $159,825	-2,500 Reduced 0.58%	425,793 $26.1 Million
Q3 2024 Nov 13, 2024	BUY	$54.33 - $60.04 $315,983 - $349,192	5,816 Added 1.38%	428,293 $25.7 Million
Q2 2024 Aug 22, 2024	SELL	$52.92 - $56.98 $108,697 - $117,036	-2,054 Reduced 0.48%	422,477 $24 Million
Q1 2024 May 24, 2024	BUY	$49.46 - $55.4 $21 Million - $23.5 Million	424,531 New	424,531 $23.5 Million
Q4 2023 Feb 13, 2024	SELL	$43.69 - $50.33 $227,493 - $262,068	-5,207 Reduced 6.53%	74,562 $3.74 Million
Q3 2023 Nov 14, 2023	SELL	$45.54 - $48.62 $469,016 - $500,737	-10,299 Reduced 11.43%	79,769 $3.65 Million
Q2 2023 Aug 09, 2023	SELL	$43.03 - $46.8 $158,006 - $171,849	-3,672 Reduced 3.92%	90,068 $4.21 Million
Q1 2023 May 15, 2023	SELL	$41.41 - $45.19 $111,144 - $121,289	-2,684 Reduced 2.78%	93,740 $4.1 Million
Q4 2022 Feb 14, 2023	BUY	$38.5 - $44.12 $1.06 Million - $1.22 Million	27,614 Added 40.13%	96,424 $4.01 Million
Q3 2022 Nov 10, 2022	SELL	$38.39 - $46.02 $481,948 - $577,735	-12,554 Reduced 15.43%	68,810 $2.64 Million
Q2 2022 Aug 11, 2022	SELL	$39.74 - $48.71 $203,667 - $249,638	-5,125 Reduced 5.93%	81,364 $3.32 Million
Q1 2022 May 13, 2022	BUY	$44.93 - $50.92 $294,291 - $333,526	6,550 Added 8.19%	86,489 $4.18 Million
Q4 2021 Feb 14, 2022	BUY	$45.99 - $50.68 $163,264 - $179,914	3,550 Added 4.65%	79,939 $4.03 Million
Q3 2021 Nov 16, 2021	BUY	$45.77 - $48.62 $567,593 - $602,936	12,401 Added 19.38%	76,389 $3.51 Million
Q2 2021 Aug 13, 2021	BUY	$43.71 - $46.27 $203,382 - $215,294	4,653 Added 7.84%	63,988 $2.96 Million
Q1 2021 May 17, 2021	BUY	$39.62 - $43.4 $106,696 - $116,876	2,693 Added 4.75%	59,335 $2.57 Million
Q4 2020 Feb 17, 2021	BUY	$34.44 - $40.16 $1.95 Million - $2.27 Million	56,642 New	56,642 $2.27 Million

Others Institutions Holding EPS

# of Institutions

159

Shares Held

13.8M

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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Cetera Investment Advisers Wisdomtree U.S. Largecap Fund Transaction History