Institute For Wealth Management, Llc. Wisdomtree U.S. Largecap Fund Transaction History

Institute For Wealth Management, Llc.

$874 Million
Q2 2025

A detailed history of Institute For Wealth Management, Llc. transactions in Wisdomtree U.S. Largecap Fund stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 9,910 shares of EPS stock, worth $668,132. This represents 0.07% of its overall portfolio holdings.

Number of Shares

9,910

Previous 9,910 -0.0%

Holding current value

$668,132

Previous $587,000 8.01%

% of portfolio

0.07%

Previous 0.08%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$54.33 - $60.04 $36,292 - $40,106	-668 Reduced 6.31%	9,910 $594,000
Q2 2024 Jul 25, 2024	SELL	$52.92 - $56.98 $5,292 - $5,698	-100 Reduced 0.94%	10,578 $601,000
Q1 2024 Apr 30, 2024	SELL	$49.46 - $55.4 $8,408 - $9,418	-170 Reduced 1.57%	10,678 $591,000
Q4 2023 Jan 31, 2024	SELL	$43.69 - $50.33 $32,723 - $37,697	-749 Reduced 6.46%	10,848 $543,000
Q2 2023 Jul 25, 2023	SELL	$43.03 - $46.8 $17,212 - $18,720	-400 Reduced 3.33%	11,597 $541,000
Q1 2023 Apr 20, 2023	BUY	$41.41 - $45.19 $1,449 - $1,581	35 Added 0.29%	11,997 $524,000
Q3 2022 Oct 18, 2022	BUY	$38.39 - $46.02 $3,992 - $4,786	104 Added 0.88%	11,962 $459,000
Q2 2022 Jul 25, 2022	BUY	$39.74 - $48.71 $1,987 - $2,435	50 Added 0.42%	11,858 $484,000
Q1 2022 Apr 29, 2022	BUY	$44.93 - $50.92 $23,947 - $27,140	533 Added 4.73%	11,808 $571,000
Q4 2021 Jan 21, 2022	SELL	$45.99 - $50.68 $1,839 - $2,027	-40 Reduced 0.35%	11,275 $568,000
Q3 2021 Nov 15, 2021	BUY	$45.77 - $48.62 $62,704 - $66,609	1,370 Added 13.78%	11,315 $520,000
Q1 2020 Apr 29, 2020	SELL	$24.35 - $37.92 $35,794 - $55,742	-1,470 Reduced 12.88%	9,945 $280,000
Q4 2019 Feb 27, 2020	BUY	$32.43 - $36.81 $356,600 - $404,762	10,996 Added 2624.34%	11,415 $419,000
Q4 2019 Jan 27, 2020	SELL	$32.43 - $36.81 $356,600 - $404,762	-10,996 Reduced 96.33%	419 $419,000
Q4 2017 Feb 12, 2018	BUY	N/A	11,415 New	11,415 $355,000
Q3 2017 Nov 14, 2017	SELL	N/A	-3,805 Closed	0 $0
Q2 2017 Aug 14, 2017	BUY	N/A	3,805	3,805 $316,000

Others Institutions Holding EPS

# of Institutions

159

Shares Held

13.8M

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 Institute For Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Institute For Wealth Management, Llc. with notifications on news.

Account

Institute For Wealth Management, Llc. Wisdomtree U.S. Largecap Fund Transaction History