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

Herold Advisors, Inc.

  • $405 Million
  • Q1 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 21,030 shares of EPS stock, worth $1.23 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares
21,030
Previous 21,030 -0.0%
Holding current value
$1.23 Million
Previous $1.05 Million 10.53%
% of portfolio
0.29%
Previous 0.3%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$40.69 - $44.12 $87,890 - $95,299
-2,160 Reduced 8.92%
22,050 $916,000
Q2 2022

Jul 15, 2022
BUY
N/A
1,500 Added 6.61%
24,210 $987,000
Q1 2022

May 09, 2022
SELL
N/A
-700 Reduced 2.99%
22,710 $0
Q4 2021

Jan 20, 2022
SELL
N/A
-800 Reduced 3.3%
23,410 $1.18 Million
Q3 2021

Nov 03, 2021
BUY
N/A
24,210 New
24,210 $1.11 Million

Others Institutions Holding EPS

# of Institutions
114
Shares Held
9.63M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE U.S. LARGECAP FUND

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