Kmg Fiduciary Partners, LLC Wisdomtree U.S. Largecap Fund Transaction History

Kmg Fiduciary Partners, LLC

$1.17 Billion
Q4 2024

A detailed history of Kmg Fiduciary Partners, LLC transactions in Wisdomtree U.S. Largecap Fund stock. As of the latest transaction made, Kmg Fiduciary Partners, LLC holds 25,608 shares of EPS stock, worth $1.63 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

25,608

Previous 25,345 1.04%

Holding current value

$1.63 Million

Previous $1.52 Million 2.96%

% of portfolio

0.13%

Previous 0.13%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$59.58 - $63.93 $15,669 - $16,813	263 Added 1.04%	25,608 $1.57 Million
Q3 2024 Oct 17, 2024	BUY	$54.33 - $60.04 $5,215 - $5,763	96 Added 0.38%	25,345 $1.52 Million
Q2 2024 Jul 17, 2024	BUY	$52.92 - $56.98 $4,921 - $5,299	93 Added 0.37%	25,249 $1.44 Million
Q1 2024 Apr 10, 2024	BUY	$49.46 - $55.4 $4,253 - $4,764	86 Added 0.34%	25,156 $1.39 Million
Q4 2023 Jan 10, 2024	BUY	$43.69 - $50.33 $4,849 - $5,586	111 Added 0.44%	25,070 $1.26 Million
Q3 2023 Oct 25, 2023	BUY	$45.54 - $48.62 $4,963 - $5,299	109 Added 0.44%	24,959 $1.14 Million
Q2 2023 Jul 14, 2023	BUY	$43.03 - $46.8 $10,972 - $11,934	255 Added 1.04%	24,850 $1.16 Million
Q1 2023 Apr 13, 2023	BUY	$41.41 - $45.19 $15,031 - $16,403	363 Added 1.5%	24,595 $1.08 Million
Q4 2022 Jan 12, 2023	BUY	$38.5 - $44.12 $7,084 - $8,118	184 Added 0.77%	24,232 $0
Q3 2022 Oct 27, 2022	BUY	$38.39 - $46.02 $21,997 - $26,369	573 Added 2.44%	24,048 $923,000
Q2 2022 Jul 13, 2022	BUY	$39.74 - $48.71 $101,058 - $123,869	2,543 Added 12.15%	23,475 $958,000
Q1 2022 Apr 19, 2022	BUY	$44.93 - $50.92 $6,110 - $6,925	136 Added 0.65%	20,932 $1.01 Million
Q4 2021 Jan 12, 2022	BUY	$45.99 - $50.68 $18,625 - $20,525	405 Added 1.99%	20,796 $1.05 Million
Q3 2021 Oct 12, 2021	BUY	$45.77 - $48.62 $33,412 - $35,492	730 Added 3.71%	20,391 $938,000
Q2 2021 Jul 20, 2021	BUY	$43.71 - $46.27 $48,955 - $51,822	1,120 Added 6.04%	19,661 $909,000
Q1 2021 Apr 08, 2021	BUY	$39.62 - $43.4 $4,358 - $4,774	110 Added 0.6%	18,541 $804,000
Q4 2020 Jan 13, 2021	BUY	$34.44 - $40.16 $26,828 - $31,284	779 Added 4.41%	18,431 $735,000
Q3 2020 Oct 13, 2020	BUY	$33.18 - $37.7 $2,455 - $2,789	74 Added 0.42%	17,652 $625,000
Q2 2020 Jul 22, 2020	BUY	$26.85 - $35.49 $2,282 - $3,016	85 Added 0.49%	17,578 $583,000
Q1 2020 Apr 29, 2020	BUY	$24.35 - $37.92 $425,954 - $663,334	17,493 New	17,493 $492,000

Others Institutions Holding EPS

# of Institutions

127

Shares Held

11.4M

Call Options Held

Put Options Held

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About WISDOMTREE U.S. LARGECAP FUND

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Kmg Fiduciary Partners, LLC Wisdomtree U.S. Largecap Fund Transaction History