Mather Group, Llc. Wisdomtree U.S. Largecap Fund Transaction History

Mather Group, Llc.

$9.81 Billion
Q3 2025

A detailed history of Mather Group, Llc. transactions in Wisdomtree U.S. Largecap Fund stock. As of the latest transaction made, Mather Group, Llc. holds 9 shares of EPS stock, worth $626. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$626

% of portfolio

0.0%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 20, 2025	BUY	$64.14 - $69.37 $577 - $624	9 New	9 $0
Q1 2024 Apr 08, 2024	BUY	$49.46 - $55.4 $445 - $498	9 New	9 $0

Others Institutions Holding EPS

# of Institutions

165

Shares Held

14.1M

Call Options Held

Put Options Held

Fiduciary Trust CO Boston, MA

2.12M
Shares

$147 Million
1.72% of portfolio
Lpl Financial LLC Fort Mill, SC

1.35M
Shares

$93.7 Million
0.03% of portfolio
Private Wealth Strategies, L.L.C.

1.27M
Shares

$88.4 Million
14.73% of portfolio
Morgan Stanley New York, NY

913K
Shares

$63.5 Million
0.0% of portfolio
Lido Advisors, LLC Los Angeles, CA

832K
Shares

$57.9 Million
0.18% of portfolio

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About WISDOMTREE U.S. LARGECAP FUND

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