United Advisor Group, LLC Wisdomtree U.S. Largecap Fund Transaction History

United Advisor Group, LLC

$733 Million
Q4 2025

A detailed history of United Advisor Group, LLC transactions in Wisdomtree U.S. Largecap Fund stock. As of the latest transaction made, United Advisor Group, LLC holds 4,418 shares of EPS stock, worth $307,448. This represents 0.04% of its overall portfolio holdings.

Number of Shares

4,418

Holding current value

$307,448

% of portfolio

0.04%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2025 Jan 26, 2026	BUY	$67.42 - $70.73 $297,861 - $312,485	4,418 New	4,418 $307,000

Others Institutions Holding EPS

# of Institutions

165

Shares Held

14.2M

Call Options Held

Put Options Held

Fiduciary Trust CO Boston, MA

2.12M
Shares

$147 Million
1.72% of portfolio
Lpl Financial LLC Fort Mill, SC

1.35M
Shares

$93.7 Million
0.03% of portfolio
Private Wealth Strategies, L.L.C.

1.27M
Shares

$88.4 Million
14.73% of portfolio
Morgan Stanley New York, NY

913K
Shares

$63.5 Million
0.0% of portfolio
Lido Advisors, LLC Los Angeles, CA

832K
Shares

$57.9 Million
0.18% of portfolio

View Full List

About WISDOMTREE U.S. LARGECAP FUND

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United Advisor Group, LLC Wisdomtree U.S. Largecap Fund Transaction History