Mai Capital Management Wisdomtree U.S. Largecap Fund Transaction History

Mai Capital Management

$13.2 Billion
Q4 2024

A detailed history of Mai Capital Management transactions in Wisdomtree U.S. Largecap Fund stock. As of the latest transaction made, Mai Capital Management holds 1,023 shares of EPS stock, worth $65,359. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,023

Holding current value

$65,359

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$59.58 - $63.93 $60,950 - $65,400	1,023 New	1,023 $62,000

Others Institutions Holding EPS

# of Institutions

147

Shares Held

14.1M

Call Options Held

Put Options Held

Fiduciary Trust CO Boston, MA

2.26M
Shares

$144 Million
1.88% of portfolio
Private Wealth Strategies, L.L.C.

1.27M
Shares

$81.2 Million
14.73% of portfolio
Lido Advisors, LLC Los Angeles, CA

1.24M
Shares

$79.5 Million
0.35% of portfolio
Lpl Financial LLC Fort Mill, SC

1.08M
Shares

$69.1 Million
0.03% of portfolio
Private Advisor Group, LLC

1.03M
Shares

$66.1 Million
0.36% of portfolio

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About WISDOMTREE U.S. LARGECAP FUND

Ticker EPS
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Mai Capital Management Wisdomtree U.S. Largecap Fund Transaction History