Patriot Financial Group Insurance Agency, LLC Wisdomtree U.S. Largecap Fund Transaction History

Patriot Financial Group Insurance Agency, LLC

  • $704 Million
  • Q4 2024

A detailed history of Patriot Financial Group Insurance Agency, LLC transactions in Wisdomtree U.S. Largecap Fund stock. As of the latest transaction made, Patriot Financial Group Insurance Agency, LLC holds 22,902 shares of EPS stock, worth $1.46 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
22,902
Previous 24,088 4.92%
Holding current value
$1.46 Million
Previous $1.45 Million 3.11%
% of portfolio
0.2%
Previous 0.2%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
SELL
$59.58 - $63.93 $70,661 - $75,820
-1,186 Reduced 4.92%
22,902 $1.4 Million
Q3 2024

Oct 24, 2024
SELL
$54.33 - $60.04 $11,517 - $12,728
-212 Reduced 0.87%
24,088 $1.45 Million
Q2 2024

Jul 26, 2024
SELL
$52.92 - $56.98 $110,338 - $118,803
-2,085 Reduced 7.9%
24,300 $1.38 Million
Q1 2024

Apr 30, 2024
SELL
$49.46 - $55.4 $107,229 - $120,107
-2,168 Reduced 7.59%
26,385 $1.46 Million
Q4 2023

Jan 19, 2024
SELL
$43.69 - $50.33 $46,442 - $53,500
-1,063 Reduced 3.59%
28,553 $1.43 Million
Q3 2023

Oct 19, 2023
SELL
$45.54 - $48.62 $29,418 - $31,408
-646 Reduced 2.13%
29,616 $1.35 Million
Q2 2023

Jul 17, 2023
SELL
$43.03 - $46.8 $43,374 - $47,174
-1,008 Reduced 3.22%
30,262 $1.41 Million
Q1 2023

Apr 20, 2023
BUY
$41.41 - $45.19 $20,912 - $22,820
505 Added 1.64%
31,270 $1.37 Million
Q4 2022

Jan 17, 2023
BUY
$38.5 - $44.12 $61,253 - $70,194
1,591 Added 5.45%
30,765 $0
Q3 2022

Oct 31, 2022
SELL
$38.39 - $46.02 $1,151 - $1,380
-30 Reduced 0.1%
29,174 $1.12 Million
Q2 2022

Jul 29, 2022
BUY
$39.74 - $48.71 $22,254 - $27,277
560 Added 1.96%
29,204 $1.19 Million
Q1 2022

May 11, 2022
SELL
$44.93 - $50.92 $23,094 - $26,172
-514 Reduced 1.76%
28,644 $1.39 Million
Q4 2021

Jan 10, 2022
BUY
$45.99 - $50.68 $24,696 - $27,215
537 Added 1.88%
29,158 $1.42 Million
Q3 2021

Nov 24, 2021
BUY
$45.77 - $48.62 $31,581 - $33,547
690 Added 2.47%
28,621 $1.32 Million
Q2 2021

Jul 30, 2021
SELL
$43.71 - $46.27 $140,615 - $148,850
-3,217 Reduced 10.33%
27,931 $1.29 Million
Q1 2021

Apr 29, 2021
SELL
$39.62 - $43.4 $705,037 - $772,303
-17,795 Reduced 36.36%
31,148 $1.35 Million
Q4 2020

Jan 15, 2021
SELL
$34.44 - $40.16 $131,801 - $153,692
-3,827 Reduced 7.25%
48,943 $1.97 Million
Q3 2020

Oct 21, 2020
BUY
$33.18 - $37.7 $71,270 - $80,979
2,148 Added 4.24%
52,770 $1.87 Million
Q2 2020

Jul 10, 2020
SELL
$26.85 - $35.49 $155,568 - $205,629
-5,794 Reduced 10.27%
50,622 $1.68 Million
Q1 2020

Apr 15, 2020
SELL
$24.35 - $37.92 $303,401 - $472,483
-12,460 Reduced 18.09%
56,416 $1.59 Million
Q4 2019

Jan 22, 2020
BUY
$32.43 - $36.81 $529,419 - $600,923
16,325 Added 31.07%
68,876 $2.53 Million
Q3 2019

Oct 25, 2019
BUY
$33.34 - $34.14 $169,500 - $173,567
5,084 Added 10.71%
52,551 $1.76 Million
Q2 2019

Aug 07, 2019
BUY
N/A
7,091 Added 17.56%
47,467 $1.58 Million
Q1 2019

Apr 29, 2019
BUY
N/A
14,433 Added 55.63%
40,376 $1.28 Million
Q4 2018

Feb 04, 2019
BUY
N/A
22,719 Added 704.68%
25,943 $732,000
Q3 2018

Oct 30, 2018
BUY
N/A
3,224 New
3,224 $105,000

Others Institutions Holding EPS

# of Institutions
124
Shares Held
11.4M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE U.S. LARGECAP FUND

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