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

Modera Wealth Management, LLC

  • $7.91 Billion
  • Q2 2025

A detailed history of Modera Wealth Management, LLC transactions in Wisdomtree U.S. Largecap Fund stock. As of the latest transaction made, Modera Wealth Management, LLC holds 35,094 shares of EPS stock, worth $2.43 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
35,094
Previous 35,194 0.28%
Holding current value
$2.43 Million
Previous $2.09 Million 7.67%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Aug 06, 2025
SELL
$52.66 - $64.01 $5,266 - $6,401
-100 Reduced 0.28%
35,094 $2.25 Million
Q1 2025

May 08, 2025
SELL
$58.38 - $64.16 $5,838 - $6,416
-100 Reduced 0.28%
35,194 $2.09 Million
Q3 2023

Nov 30, 2023
BUY
$45.54 - $48.62 $1.44 Million - $1.54 Million
31,668 Added 873.36%
35,294 $1.61 Million
Q3 2023

Nov 01, 2023
SELL
$45.54 - $48.62 $1.53 Million - $1.63 Million
-33,579 Reduced 90.25%
3,626 $165,000
Q2 2023

Aug 07, 2023
BUY
$43.03 - $46.8 $245,873 - $267,415
5,714 Added 18.14%
37,205 $1.74 Million
Q3 2022

Nov 01, 2022
SELL
$38.39 - $46.02 $38,390 - $46,020
-1,000 Reduced 3.08%
31,491 $1.21 Million
Q2 2022

Jul 27, 2022
SELL
$39.74 - $48.71 $5,961 - $7,306
-150 Reduced 0.46%
32,491 $1.33 Million
Q4 2021

Feb 04, 2022
SELL
$45.99 - $50.68 $20,281 - $22,349
-441 Reduced 1.33%
32,641 $1.64 Million
Q3 2021

Nov 04, 2021
BUY
$45.77 - $48.62 $26,180 - $27,810
572 Added 1.76%
33,082 $1.52 Million
Q1 2021

Apr 29, 2021
BUY
$39.62 - $43.4 $191,364 - $209,622
4,830 Added 17.45%
32,510 $1.41 Million
Q4 2020

Feb 11, 2021
BUY
$34.44 - $40.16 $953,299 - $1.11 Million
27,680 New
27,680 $1.11 Million

Others Institutions Holding EPS

# of Institutions
158
Shares Held
13.9M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE U.S. LARGECAP FUND

EPS Quotes by TradingView
  • Ticker EPS
  • Sector ETFs
  • Industry ETFs
More about EPS
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