Herold Advisors, Inc. Wisdomtree U.S. Largecap Fund Transaction History

Herold Advisors, Inc.

$443 Million
Q4 2024

A detailed history of Herold Advisors, Inc. transactions in Wisdomtree U.S. Largecap Fund stock. As of the latest transaction made, Herold Advisors, Inc. holds 17,360 shares of EPS stock, worth $1.02 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares

17,360

Previous 17,760 2.25%

Holding current value

$1.02 Million

Previous $1.07 Million 0.38%

% of portfolio

0.24%

Previous 0.24%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$59.58 - $63.93 $23,832 - $25,572	-400 Reduced 2.25%	17,360 $1.06 Million
Q3 2024 Nov 14, 2024	SELL	$54.33 - $60.04 $177,659 - $196,330	-3,270 Reduced 15.55%	17,760 $1.07 Million
Q4 2023 Feb 02, 2024	SELL	$43.69 - $50.33 $873 - $1,006	-20 Reduced 0.1%	21,030 $1.05 Million
Q1 2023 Apr 19, 2023	SELL	$41.41 - $45.19 $41,410 - $45,190	-1,000 Reduced 4.54%	21,050 $920,000
Q4 2022 Feb 14, 2023	SELL	$38.5 - $44.12 $83,160 - $95,299	-2,160 Reduced 8.92%	22,050 $916,000
Q2 2022 Jul 15, 2022	BUY	$39.74 - $48.71 $59,610 - $73,065	1,500 Added 6.61%	24,210 $987,000
Q1 2022 May 09, 2022	SELL	$44.93 - $50.92 $31,451 - $35,644	-700 Reduced 2.99%	22,710 $0
Q4 2021 Jan 20, 2022	SELL	$45.99 - $50.68 $36,792 - $40,544	-800 Reduced 3.3%	23,410 $1.18 Million
Q3 2021 Nov 03, 2021	BUY	$45.77 - $48.62 $1.11 Million - $1.18 Million	24,210 New	24,210 $1.11 Million

Others Institutions Holding EPS

# of Institutions

149

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

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Herold Advisors, Inc. Wisdomtree U.S. Largecap Fund Transaction History