Steward Partners Investment Advisory, LLC Wisdomtree U.S. Largecap Fund Transaction History

Steward Partners Investment Advisory, LLC

  • $16.6 Billion
  • Q3 2025

A detailed history of Steward Partners Investment Advisory, LLC transactions in Wisdomtree U.S. Largecap Fund stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 12,583 shares of EPS stock, worth $875,650. This represents 0.01% of its overall portfolio holdings.

Number of Shares
12,583
Previous 12,514 0.55%
Holding current value
$875,650
Previous $801,000 8.24%
% of portfolio
0.01%
Previous 0.01%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$64.14 - $69.37 $4,425 - $4,786
69 Added 0.55%
12,583 $867,000
Q2 2025

Aug 12, 2025
SELL
$52.66 - $64.01 $14,797 - $17,986
-281 Reduced 2.2%
12,514 $801,000
Q1 2025

May 13, 2025
SELL
$58.38 - $64.16 $7,939 - $8,725
-136 Reduced 1.05%
12,795 $758,000
Q3 2024

Nov 14, 2024
SELL
$54.33 - $60.04 $16,787 - $18,552
-309 Reduced 2.33%
12,931 $776,000
Q2 2024

Aug 08, 2024
BUY
$52.92 - $56.98 $2,963 - $3,190
56 Added 0.42%
13,240 $753,000
Q1 2024

May 15, 2024
SELL
$49.46 - $55.4 $5,687 - $6,371
-115 Reduced 0.86%
13,184 $730,000
Q3 2023

Nov 13, 2023
SELL
$45.54 - $48.62 $36,432 - $38,896
-800 Reduced 5.67%
13,299 $608,000
Q4 2022

Feb 15, 2023
SELL
$38.5 - $44.12 $1,925 - $2,206
-50 Reduced 0.35%
14,099 $586,000
Q3 2022

Nov 10, 2022
SELL
$38.39 - $46.02 $13,551 - $16,245
-353 Reduced 2.43%
14,149 $543,000
Q2 2022

Aug 04, 2022
SELL
$39.74 - $48.71 $8,544 - $10,472
-215 Reduced 1.46%
14,502 $592,000
Q1 2022

May 02, 2022
SELL
$44.93 - $50.92 $18,601 - $21,080
-414 Reduced 2.74%
14,717 $712,000
Q4 2021

Feb 08, 2022
SELL
$45.99 - $50.68 $7,266 - $8,007
-158 Reduced 1.03%
15,131 $762,000
Q2 2021

Aug 13, 2021
SELL
$43.71 - $46.27 $10,927 - $11,567
-250 Reduced 1.61%
15,289 $707,000
Q3 2020

Oct 30, 2020
BUY
$33.18 - $37.7 $45,290 - $51,460
1,365 Added 9.63%
15,539 $550,000
Q2 2020

Aug 06, 2020
BUY
$26.85 - $35.49 $180,539 - $238,634
6,724 Added 90.26%
14,174 $470,000
Q4 2019

Jan 17, 2020
BUY
$32.43 - $36.81 $40,537 - $46,012
1,250 Added 20.16%
7,450 $273,000
Q3 2019

Oct 30, 2019
BUY
$33.34 - $34.14 $206,708 - $211,668
6,200 New
6,200 $207,000

Others Institutions Holding EPS

# of Institutions
166
Shares Held
14.1M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE U.S. LARGECAP FUND

EPS Quotes by TradingView
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