Cornerstone Wealth Management, LLC Wisdomtree U.S. Largecap Fund Transaction History

Cornerstone Wealth Management, LLC

$1.73 Billion
Q3 2025

A detailed history of Cornerstone Wealth Management, LLC transactions in Wisdomtree U.S. Largecap Fund stock. As of the latest transaction made, Cornerstone Wealth Management, LLC holds 8,682 shares of EPS stock, worth $604,180. This represents 0.03% of its overall portfolio holdings.

Number of Shares

8,682

Previous 8,506 2.07%

Holding current value

$604,180

Previous $544,000 9.93%

% of portfolio

0.03%

Previous 0.03%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	BUY	$64.14 - $69.37 $11,288 - $12,209	176 Added 2.07%	8,682 $598,000
Q2 2025 Aug 12, 2025	BUY	$52.66 - $64.01 $631 - $768	12 Added 0.14%	8,506 $544,000
Q1 2025 Apr 18, 2025	BUY	$58.38 - $64.16 $642 - $705	11 Added 0.13%	8,494 $500,000
Q4 2024 Jan 17, 2025	SELL	$59.58 - $63.93 $9,592 - $10,292	-161 Reduced 1.86%	8,483 $518,000
Q3 2024 Oct 16, 2024	BUY	$54.33 - $60.04 $651 - $720	12 Added 0.14%	8,644 $518,000

Q2 2024 Jul 16, 2024	BUY	$52.92 - $56.98 $740 - $797	14 Added 0.16%	8,632 $490,000
Q1 2024 Apr 19, 2024	BUY	$49.46 - $55.4 $642 - $720	13 Added 0.15%	8,618 $477,000
Q4 2023 Jan 10, 2024	BUY	$43.69 - $50.33 $375,952 - $433,089	8,605 New	8,605 $431,000
Q1 2023 May 15, 2023	BUY	$41.41 - $45.19 $217,361 - $237,202	5,249 New	5,249 $229,000

Others Institutions Holding EPS

# of Institutions

165

Shares Held

14.1M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE U.S. LARGECAP FUND

Ticker EPS
Sector ETFs
Industry ETFs

More about EPS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cornerstone Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cornerstone Wealth Management, LLC with notifications on news.

Account

Cornerstone Wealth Management, LLC Wisdomtree U.S. Largecap Fund Transaction History