Umb Bank, N.A. Wisdomtree U.S. Largecap Fund Transaction History

Umb Bank, N.A.

$5.92 Billion
Q1 2025

A detailed history of Umb Bank, N.A. transactions in Wisdomtree U.S. Largecap Fund stock. As of the latest transaction made, Umb Bank, N.A. holds 3,517 shares of EPS stock, worth $217,913. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,517

Previous 3,517 -0.0%

Holding current value

$217,913

Previous $215,000 3.72%

% of portfolio

0.0%

Previous 0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 13, 2022	BUY	$38.39 - $46.02 $135,017 - $161,852	3,517 New	3,517 $135,000

Others Institutions Holding EPS

# of Institutions

157

Shares Held

14.2M

Call Options Held

Put Options Held

Fiduciary Trust CO Boston, MA

2.41M
Shares

$150 Million
1.94% of portfolio
Private Wealth Strategies, L.L.C.

1.27M
Shares

$78.7 Million
14.73% of portfolio
Lpl Financial LLC Fort Mill, SC

1.13M
Shares

$70.1 Million
0.03% of portfolio
Private Advisor Group, LLC

1.07M
Shares

$66.6 Million
0.4% of portfolio
Morgan Stanley New York, NY

986K
Shares

$61.1 Million
0.0% of portfolio

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About WISDOMTREE U.S. LARGECAP FUND

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