Garrett Investment Advisors LLC Wisdomtree U.S. Largecap Fund Transaction History

Garrett Investment Advisors LLC

  • $1.02 Billion
  • Q2 2025

A detailed history of Garrett Investment Advisors LLC transactions in Wisdomtree U.S. Largecap Fund stock. As of the latest transaction made, Garrett Investment Advisors LLC holds 4,342 shares of EPS stock, worth $285,399. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,342
Previous 4,342 -0.0%
Holding current value
$285,399
Previous $255,000 8.63%
% of portfolio
0.03%
Previous 0.03%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 10, 2025
SELL
$58.38 - $64.16 $127,151 - $139,740
-2,178 Reduced 33.4%
4,342 $255,000
Q3 2024

Oct 17, 2024
BUY
$54.33 - $60.04 $115,722 - $127,885
2,130 Added 48.52%
6,520 $391,000
Q1 2024

Apr 12, 2024
SELL
$49.46 - $55.4 $9,249 - $10,359
-187 Reduced 4.09%
4,390 $243,000
Q4 2023

Jan 05, 2024
SELL
$43.69 - $50.33 $106,210 - $122,352
-2,431 Reduced 34.69%
4,577 $229,000
Q3 2023

Oct 13, 2023
SELL
$45.54 - $48.62 $38,390 - $40,986
-843 Reduced 10.74%
7,008 $320,000
Q2 2023

Jul 10, 2023
SELL
$43.03 - $46.8 $2,323 - $2,527
-54 Reduced 0.68%
7,851 $366,000
Q1 2023

Apr 04, 2023
SELL
$41.41 - $45.19 $24,142 - $26,345
-583 Reduced 6.87%
7,905 $345,000
Q4 2022

Jan 09, 2023
SELL
$38.5 - $44.12 $224,532 - $257,307
-5,832 Reduced 40.73%
8,488 $0
Q3 2022

Oct 18, 2022
SELL
$38.39 - $46.02 $3.91 Million - $4.69 Million
-101,960 Reduced 87.68%
14,320 $550,000
Q2 2022

Jul 27, 2022
BUY
$39.74 - $48.71 $624,394 - $765,331
15,712 Added 15.62%
116,280 $4.74 Million
Q1 2022

Apr 04, 2022
BUY
$44.93 - $50.92 $673,950 - $763,800
15,000 Added 17.53%
100,568 $4.86 Million
Q4 2021

Jan 14, 2022
BUY
$45.99 - $50.68 $349,018 - $384,610
7,589 Added 9.73%
85,568 $4.31 Million
Q3 2021

Oct 07, 2021
BUY
$45.77 - $48.62 $100,327 - $106,575
2,192 Added 2.89%
77,979 $3.59 Million
Q2 2021

Jul 21, 2021
BUY
$43.71 - $46.27 $104,598 - $110,724
2,393 Added 3.26%
75,787 $3.5 Million
Q1 2021

Apr 20, 2021
BUY
$39.62 - $43.4 $97,385 - $106,677
2,458 Added 3.47%
73,394 $3.18 Million
Q4 2020

Jan 26, 2021
BUY
$34.44 - $40.16 $2.44 Million - $2.85 Million
70,936 New
70,936 $2.85 Million

Others Institutions Holding EPS

# of Institutions
159
Shares Held
14.3M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE U.S. LARGECAP FUND

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