Toth Financial Advisory Corp Wisdomtree U.S. Largecap Fund Transaction History

Toth Financial Advisory Corp

$893 Million
Q3 2025

A detailed history of Toth Financial Advisory Corp transactions in Wisdomtree U.S. Largecap Fund stock. As of the latest transaction made, Toth Financial Advisory Corp holds 183 shares of EPS stock, worth $12,337. This represents 0.0% of its overall portfolio holdings.

Number of Shares

183

Holding current value

$12,337

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 09, 2025	BUY	$64.14 - $69.37 $11,737 - $12,694	183 New	183 $12,000

Others Institutions Holding EPS

# of Institutions

159

Shares Held

13.8M

Call Options Held

Put Options Held

Fiduciary Trust CO Boston, MA

2.25M
Shares

$152 Million
1.83% of portfolio
Lpl Financial LLC Fort Mill, SC

1.28M
Shares

$86.2 Million
0.03% of portfolio
Private Wealth Strategies, L.L.C.

1.27M
Shares

$85.6 Million
14.73% of portfolio
Private Advisor Group, LLC

1.06M
Shares

$71.3 Million
0.39% of portfolio
Morgan Stanley New York, NY

934K
Shares

$63 Million
0.0% of portfolio

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About WISDOMTREE U.S. LARGECAP FUND

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Toth Financial Advisory Corp Wisdomtree U.S. Largecap Fund Transaction History