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

Umb Bank, N.A.

$6.22 Billion
Q4 2024

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 $224,701. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,517

Previous 3,517 -0.0%

Holding current value

$224,701

Previous $211,000 1.9%

% 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

147

Shares Held

14.1M

Call Options Held

Put Options Held

Fiduciary Trust CO Boston, MA

2.26M
Shares

$144 Million
1.88% of portfolio
Private Wealth Strategies, L.L.C.

1.27M
Shares

$81.2 Million
14.73% of portfolio
Lido Advisors, LLC Los Angeles, CA

1.24M
Shares

$79.5 Million
0.35% of portfolio
Lpl Financial LLC Fort Mill, SC

1.08M
Shares

$69.1 Million
0.03% of portfolio
Private Advisor Group, LLC

1.03M
Shares

$66.1 Million
0.36% of portfolio

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About WISDOMTREE U.S. LARGECAP FUND

Ticker EPS
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