Quartz Partners, LLC Wisdomtree U.S. Largecap Fund Transaction History

Quartz Partners, LLC

$160 Billion
Q3 2024

A detailed history of Quartz Partners, LLC transactions in Wisdomtree U.S. Largecap Fund stock. As of the latest transaction made, Quartz Partners, LLC holds 13,194 shares of EPS stock, worth $816,840. This represents 0.5% of its overall portfolio holdings.

Number of Shares

13,194

Holding current value

$816,840

% of portfolio

0.5%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 08, 2024	BUY	$54.33 - $60.04 $716,830 - $792,167	13,194 New	13,194 $792 Million

Others Institutions Holding EPS

# of Institutions

123

Shares Held

11.5M

Call Options Held

Put Options Held

Fiduciary Trust CO Boston, MA

2.13M
Shares

$132 Million
1.84% of portfolio
Private Wealth Strategies, L.L.C.

1.27M
Shares

$78.6 Million
14.73% of portfolio
Lpl Financial LLC Fort Mill, SC

1.07M
Shares

$66.4 Million
0.03% of portfolio
Private Advisor Group, LLC

1.02M
Shares

$62.9 Million
0.39% of portfolio
Morgan Stanley New York, NY

992K
Shares

$61.4 Million
0.0% of portfolio

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About WISDOMTREE U.S. LARGECAP FUND

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Quartz Partners, LLC Wisdomtree U.S. Largecap Fund Transaction History