Marietta Wealth Management, LLC Wisdomtree U.S. Largecap Fund Transaction History

Marietta Wealth Management, LLC

  • $648 Million
  • Q1 2025

A detailed history of Marietta Wealth Management, LLC transactions in Wisdomtree U.S. Largecap Fund stock. As of the latest transaction made, Marietta Wealth Management, LLC holds 96,322 shares of EPS stock, worth $5.55 Million. This represents 0.88% of its overall portfolio holdings.

Number of Shares
96,322
Previous 91,264 5.54%
Holding current value
$5.55 Million
Previous $5.58 Million 2.26%
% of portfolio
0.88%
Previous 0.83%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
BUY
$58.38 - $64.16 $295,286 - $324,521
5,058 Added 5.54%
96,322 $5.71 Million
Q4 2024

Jan 23, 2025
BUY
$59.58 - $63.93 $49,630 - $53,253
833 Added 0.92%
91,264 $5.58 Million
Q3 2024

Oct 22, 2024
BUY
$54.33 - $60.04 $85,950 - $94,983
1,582 Added 1.78%
90,431 $5.43 Million
Q2 2024

Jul 19, 2024
BUY
$52.92 - $56.98 $18,522 - $19,943
350 Added 0.4%
88,849 $5.05 Million
Q1 2024

Apr 25, 2024
BUY
$49.46 - $55.4 $97,337 - $109,027
1,968 Added 2.27%
88,499 $4.9 Million
Q4 2023

Jan 30, 2024
BUY
$43.69 - $50.33 $51,772 - $59,641
1,185 Added 1.39%
86,531 $4.34 Million
Q3 2023

Oct 30, 2023
SELL
$45.54 - $48.62 $3,916 - $4,181
-86 Reduced 0.1%
85,346 $3.9 Million
Q2 2023

Jul 18, 2023
SELL
$43.03 - $46.8 $84,037 - $91,400
-1,953 Reduced 2.23%
85,432 $3.99 Million
Q1 2023

Apr 27, 2023
SELL
$41.41 - $45.19 $144,438 - $157,622
-3,488 Reduced 3.84%
87,385 $3.82 Million
Q4 2022

Jan 30, 2023
SELL
$38.5 - $44.12 $86,047 - $98,608
-2,235 Reduced 2.4%
90,873 $3.78 Million
Q3 2022

Oct 20, 2022
BUY
$38.39 - $46.02 $42,382 - $50,806
1,104 Added 1.2%
93,108 $3.57 Million
Q2 2022

Aug 08, 2022
BUY
$39.74 - $48.71 $131,618 - $161,327
3,312 Added 3.73%
92,004 $3.75 Million
Q1 2022

Apr 12, 2022
BUY
$44.93 - $50.92 $133,082 - $150,825
2,962 Added 3.46%
88,692 $4.29 Million
Q4 2021

Jan 28, 2022
SELL
$45.99 - $50.68 $75,607 - $83,317
-1,644 Reduced 1.88%
85,730 $4.32 Million
Q3 2021

Nov 12, 2021
BUY
$45.77 - $48.62 $71,767 - $76,236
1,568 Added 1.83%
87,374 $4.02 Million
Q2 2021

Aug 12, 2021
SELL
$43.71 - $46.27 $65,652 - $69,497
-1,502 Reduced 1.72%
85,806 $3.97 Million
Q1 2021

May 06, 2021
BUY
$39.62 - $43.4 $26,664 - $29,208
673 Added 0.78%
87,308 $3.79 Million
Q4 2020

Feb 09, 2021
BUY
$34.44 - $40.16 $76,629 - $89,355
2,225 Added 2.64%
86,635 $3.48 Million
Q3 2020

Nov 04, 2020
SELL
$33.18 - $37.7 $105,744 - $120,149
-3,187 Reduced 3.64%
84,410 $2.99 Million
Q2 2020

Aug 05, 2020
SELL
$26.85 - $35.49 $158,012 - $208,858
-5,885 Reduced 6.3%
87,597 $2.91 Million
Q1 2020

May 14, 2020
SELL
$24.35 - $37.92 $135,093 - $210,380
-5,548 Reduced 5.6%
93,482 $2.63 Million
Q4 2019

Feb 07, 2020
SELL
$32.43 - $36.81 $76,664 - $87,018
-2,364 Reduced 2.33%
99,030 $3.63 Million
Q3 2019

Nov 14, 2019
BUY
$33.34 - $34.14 $281,489 - $288,244
8,443 Added 9.08%
101,394 $3.4 Million
Q2 2019

Aug 14, 2019
SELL
N/A
-2,998 Reduced 3.12%
92,951 $3.06 Million
Q1 2019

May 09, 2019
SELL
N/A
-3,125 Reduced 3.15%
95,949 $3.05 Million
Q4 2018

Feb 05, 2019
BUY
N/A
2,014 Added 2.08%
99,074 $2.79 Million
Q3 2018

Nov 13, 2018
BUY
N/A
4,279 Added 4.61%
97,060 $3.17 Million
Q2 2018

Aug 08, 2018
BUY
N/A
14,776 Added 18.94%
92,781 $2.85 Million
Q1 2018

May 14, 2018
BUY
N/A
2,415 Added 3.19%
78,005 $2.37 Million
Q4 2017

Feb 06, 2018
BUY
N/A
51,828 Added 218.11%
75,590 $2.35 Million
Q3 2017

Nov 13, 2017
BUY
N/A
2,523 Added 11.88%
23,762 $2.07 Million
Q2 2017

Aug 11, 2017
BUY
N/A
21,239
21,239 $1.77 Million

Others Institutions Holding EPS

# of Institutions
149
Shares Held
14M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE U.S. LARGECAP FUND

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