Moller Financial Services Wisdomtree U.S. Largecap Fund Transaction History

Moller Financial Services

  • $375 Million
  • Q2 2024

A detailed history of Moller Financial Services transactions in Wisdomtree U.S. Largecap Fund stock. As of the latest transaction made, Moller Financial Services holds 3,730 shares of EPS stock, worth $215,332. This represents 0.06% of its overall portfolio holdings.

Number of Shares
3,730
Previous 4,194 11.06%
Holding current value
$215,332
Previous $232,000 8.62%
% of portfolio
0.06%
Previous 0.06%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 01, 2024
SELL
$52.92 - $56.98 $24,554 - $26,438
-464 Reduced 11.06%
3,730 $212,000
Q4 2023

Jan 10, 2024
BUY
$43.69 - $50.33 $183,235 - $211,084
4,194 New
4,194 $210,000
Q2 2022

Jul 21, 2022
SELL
N/A
-4,194 Closed
0 $0
Q4 2021

Jan 20, 2022
BUY
N/A
4,194 New
4,194 $211,000

Others Institutions Holding EPS

# of Institutions
114
Shares Held
9.63M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE U.S. LARGECAP FUND

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