Org Partners LLC Wisdomtree U.S. Largecap Fund Transaction History

Org Partners LLC

$689 Million
Q4 2024

A detailed history of Org Partners LLC transactions in Wisdomtree U.S. Largecap Fund stock. As of the latest transaction made, Org Partners LLC holds 3,656 shares of EPS stock, worth $233,070. This represents 0.03% of its overall portfolio holdings.

Number of Shares

3,656

Holding current value

$233,070

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 10, 2025	BUY	$59.58 - $63.93 $217,824 - $233,728	3,656 New	3,656 $223,000

Others Institutions Holding EPS

# of Institutions

124

Shares Held

11.4M

Call Options Held

Put Options Held

Fiduciary Trust CO Boston, MA

2.13M
Shares

$136 Million
1.84% of portfolio
Private Wealth Strategies, L.L.C.

1.27M
Shares

$81 Million
14.73% of portfolio
Lpl Financial LLC Fort Mill, SC

1.07M
Shares

$68.4 Million
0.03% of portfolio
Private Advisor Group, LLC

1.02M
Shares

$64.8 Million
0.39% of portfolio
Morgan Stanley New York, NY

992K
Shares

$63.2 Million
0.0% of portfolio

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About WISDOMTREE U.S. LARGECAP FUND

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