Walkner Condon Financial Advisors LLC Wisdomtree U.S. Largecap Fund Transaction History

Walkner Condon Financial Advisors LLC

  • $484 Million
  • Q3 2024

A detailed history of Walkner Condon Financial Advisors LLC transactions in Wisdomtree U.S. Largecap Fund stock. As of the latest transaction made, Walkner Condon Financial Advisors LLC holds 5,527 shares of EPS stock, worth $347,316. This represents 0.07% of its overall portfolio holdings.

Number of Shares
5,527
Previous 5,783 4.43%
Holding current value
$347,316
Previous $328,000 0.91%
% of portfolio
0.07%
Previous 0.07%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
SELL
$54.33 - $60.04 $13,908 - $15,370
-256 Reduced 4.43%
5,527 $331,000
Q2 2024

Jul 26, 2024
SELL
$52.92 - $56.98 $35,403 - $38,119
-669 Reduced 10.37%
5,783 $328,000
Q1 2024

Apr 22, 2024
SELL
$49.46 - $55.4 $18,052 - $20,221
-365 Reduced 5.35%
6,452 $357,000
Q3 2023

Oct 19, 2023
SELL
$45.54 - $48.62 $6,238 - $6,660
-137 Reduced 1.97%
6,817 $311,000
Q2 2023

Jul 21, 2023
SELL
$43.03 - $46.8 $29,604 - $32,198
-688 Reduced 9.0%
6,954 $324,000
Q1 2023

Apr 20, 2023
BUY
$41.41 - $45.19 $1,490 - $1,626
36 Added 0.47%
7,642 $334,000
Q4 2022

Jan 25, 2023
BUY
$38.5 - $44.12 $292,831 - $335,576
7,606 New
7,606 $0
Q4 2021

Feb 11, 2022
SELL
$45.99 - $50.68 $227,880 - $251,119
-4,955 Closed
0 $0
Q3 2021

Nov 04, 2021
SELL
$45.77 - $48.62 $11,717 - $12,446
-256 Reduced 4.91%
4,955 $228,000
Q2 2021

Aug 10, 2021
SELL
$43.71 - $46.27 $7,343 - $7,773
-168 Reduced 3.12%
5,211 $240,000
Q1 2021

Apr 13, 2021
SELL
$39.62 - $43.4 $911 - $998
-23 Reduced 0.43%
5,379 $233,000
Q4 2020

Jan 12, 2021
BUY
$34.44 - $40.16 $186,044 - $216,944
5,402 New
5,402 $217,000
Q1 2020

Aug 26, 2020
SELL
$24.35 - $37.92 $226,381 - $352,542
-9,297 Closed
0 $0
Q4 2019

Aug 26, 2020
BUY
$32.43 - $36.81 $301,501 - $342,222
9,297 New
9,297 $341,000

Others Institutions Holding EPS

# of Institutions
123
Shares Held
11.5M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE U.S. LARGECAP FUND

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