Kovitz Investment Group Partners, LLC Wisdomtree U.S. Largecap Fund Transaction History

Kovitz Investment Group Partners, LLC

  • $21.5 Billion
  • Q2 2025

A detailed history of Kovitz Investment Group Partners, LLC transactions in Wisdomtree U.S. Largecap Fund stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 139,475 shares of EPS stock, worth $9.18 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
139,475
Previous 139,444 0.02%
Holding current value
$9.18 Million
Previous $8.27 Million 8.0%
% of portfolio
0.04%
Previous 0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$52.66 - $64.01 $1,632 - $1,984
31 Added 0.02%
139,475 $8.93 Million
Q1 2025

May 13, 2025
SELL
$58.38 - $64.16 $36,837 - $40,484
-631 Reduced 0.45%
139,444 $8.27 Million
Q4 2024

Feb 14, 2025
SELL
$59.58 - $63.93 $8,937 - $9,589
-150 Reduced 0.11%
140,075 $8.57 Million
Q3 2024

Nov 14, 2024
BUY
$54.33 - $60.04 $7.62 Million - $8.42 Million
140,225 New
140,225 $8.42 Million

Others Institutions Holding EPS

# of Institutions
158
Shares Held
13.8M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE U.S. LARGECAP FUND

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