Gm Advisory Group, Inc. Wisdomtree U.S. Largecap Fund Transaction History

Gm Advisory Group, Inc.

$1.79 Billion
Q4 2024

A detailed history of Gm Advisory Group, Inc. transactions in Wisdomtree U.S. Largecap Fund stock. As of the latest transaction made, Gm Advisory Group, Inc. holds 20,871 shares of EPS stock, worth $1.33 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

20,871

Previous 20,782 0.43%

Holding current value

$1.33 Million

Previous $1.25 Million 2.33%

% of portfolio

0.07%

Previous 0.08%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$59.58 - $63.93 $5,302 - $5,689	89 Added 0.43%	20,871 $1.28 Million
Q3 2024 Nov 12, 2024	SELL	$54.33 - $60.04 $82,038 - $90,660	-1,510 Reduced 6.77%	20,782 $1.25 Million
Q2 2024 Aug 12, 2024	BUY	$52.92 - $56.98 $9,948 - $10,712	188 Added 0.85%	22,292 $1.27 Million
Q1 2024 May 09, 2024	BUY	$49.46 - $55.4 $9,892 - $11,080	200 Added 0.91%	22,104 $1.22 Million
Q4 2023 Feb 12, 2024	SELL	$43.69 - $50.33 $117,438 - $135,287	-2,688 Reduced 10.93%	21,904 $1.1 Million
Q3 2023 Nov 13, 2023	BUY	$45.54 - $48.62 $409 - $437	9 Added 0.04%	24,592 $1.13 Million
Q2 2023 Aug 14, 2023	BUY	$43.03 - $46.8 $387 - $421	9 Added 0.04%	24,583 $1.15 Million
Q1 2023 May 12, 2023	BUY	$41.41 - $45.19 $24,390 - $26,616	589 Added 2.46%	24,574 $1.07 Million
Q4 2022 Feb 13, 2023	SELL	$38.5 - $44.12 $30,915 - $35,428	-803 Reduced 3.24%	23,985 $997,000
Q3 2022 Nov 14, 2022	BUY	$38.39 - $46.02 $4,683 - $5,614	122 Added 0.49%	24,788 $952,000
Q2 2022 Aug 15, 2022	BUY	$39.74 - $48.71 $397 - $487	10 Added 0.04%	24,666 $1.01 Million
Q1 2022 May 13, 2022	BUY	$44.93 - $50.92 $9,749 - $11,049	217 Added 0.89%	24,656 $1.19 Million
Q4 2021 Feb 10, 2022	BUY	$45.99 - $50.68 $321 - $354	7 Added 0.03%	24,439 $1.23 Million
Q3 2021 Nov 12, 2021	BUY	$45.77 - $48.62 $378,655 - $402,233	8,273 Added 51.2%	24,432 $1.12 Million
Q2 2021 Aug 16, 2021	BUY	$43.71 - $46.27 $4,895 - $5,182	112 Added 0.7%	16,159 $747,000
Q1 2021 May 13, 2021	BUY	$39.62 - $43.4 $47,504 - $52,036	1,199 Added 8.08%	16,047 $696,000
Q4 2020 Feb 12, 2021	BUY	$34.44 - $40.16 $172 - $200	5 Added 0.03%	14,848 $596,000
Q3 2020 Nov 12, 2020	BUY	$33.18 - $37.7 $199 - $226	6 Added 0.04%	14,843 $526,000
Q2 2020 Aug 13, 2020	SELL	$26.85 - $35.49 $81,624 - $107,889	-3,040 Reduced 17.01%	14,837 $492,000
Q1 2020 May 13, 2020	BUY	$24.35 - $37.92 $32,263 - $50,244	1,325 Added 8.01%	17,877 $503,000
Q4 2019 Feb 14, 2020	SELL	$32.43 - $36.81 $127,709 - $144,957	-3,938 Reduced 19.22%	16,552 $607,000
Q3 2019 Nov 14, 2019	BUY	$33.34 - $34.14 $19,670 - $20,142	590 Added 2.96%	20,490 $687,000
Q2 2019 Aug 09, 2019	SELL	N/A	-1,520 Reduced 7.1%	19,900 $654,000
Q4 2018 Feb 13, 2019	BUY	N/A	1,000 Added 4.9%	21,420 $604,000
Q1 2018 May 14, 2018	BUY	N/A	1,380 Added 7.25%	20,420 $620,000
Q4 2017 Feb 09, 2018	BUY	N/A	13,202 Added 226.14%	19,040 $592,000
Q3 2017 Nov 13, 2017	BUY	N/A	5,838	5,838 $508,000

Others Institutions Holding EPS

# of Institutions

147

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 Gm Advisory Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Gm Advisory Group, Inc. with notifications on news.

Account

Gm Advisory Group, Inc. Wisdomtree U.S. Largecap Fund Transaction History