Srs Capital Advisors, Inc. Wisdomtree U.S. Largecap Fund Transaction History

Srs Capital Advisors, Inc.

$1.95 Billion
Q2 2025

A detailed history of Srs Capital Advisors, Inc. transactions in Wisdomtree U.S. Largecap Fund stock. As of the latest transaction made, Srs Capital Advisors, Inc. holds 61 shares of EPS stock, worth $4,216. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$4,216

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 12, 2025	BUY	$52.66 - $64.01 $3,212 - $3,904	61 New	61 $3,000

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

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About WISDOMTREE U.S. LARGECAP FUND

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Srs Capital Advisors, Inc. Wisdomtree U.S. Largecap Fund Transaction History