New Edge Advisors, LLC Wisdomtree U.S. Largecap Fund Transaction History

New Edge Advisors, LLC

$18.3 Billion
Q2 2025

A detailed history of New Edge Advisors, LLC transactions in Wisdomtree U.S. Largecap Fund stock. As of the latest transaction made, New Edge Advisors, LLC holds 6,690 shares of EPS stock, worth $462,412. This represents 0.0% of its overall portfolio holdings.

Number of Shares

6,690

Holding current value

$462,412

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 14, 2025	BUY	$52.66 - $64.01 $352,295 - $428,226	6,690 New	6,690 $428,000

Others Institutions Holding EPS

# of Institutions

159

Shares Held

13.9M

Call Options Held

Put Options Held

Fiduciary Trust CO Boston, MA

2.25M
Shares

$156 Million
1.83% of portfolio
Lpl Financial LLC Fort Mill, SC

1.28M
Shares

$88.4 Million
0.03% of portfolio
Private Wealth Strategies, L.L.C.

1.27M
Shares

$87.8 Million
14.73% of portfolio
Private Advisor Group, LLC

1.06M
Shares

$73.1 Million
0.39% of portfolio
Morgan Stanley New York, NY

934K
Shares

$64.6 Million
0.0% of portfolio

View Full List

About WISDOMTREE U.S. LARGECAP FUND

Ticker EPS
Sector ETFs
Industry ETFs

More about EPS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of New Edge Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on New Edge Advisors, LLC with notifications on news.

Account

New Edge Advisors, LLC Wisdomtree U.S. Largecap Fund Transaction History