Wilbanks Smith & Thomas Asset Management LLC Wisdomtree U.S. Largecap Fund Transaction History

Wilbanks Smith & Thomas Asset Management LLC

$3.54 Billion
Q1 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Feb 08, 2019	SELL	N/A	-151 Closed	0 $0
Q3 2018 Nov 14, 2018	BUY	N/A	151 New	151 $5,000

Others Institutions Holding EPS

# of Institutions

123

Shares Held

11.5M

Call Options Held

Put Options Held

Fiduciary Trust CO Boston, MA

2.13M
Shares

$132 Million
1.84% of portfolio
Private Wealth Strategies, L.L.C.

1.27M
Shares

$78.6 Million
14.73% of portfolio
Lpl Financial LLC Fort Mill, SC

1.07M
Shares

$66.4 Million
0.03% of portfolio
Private Advisor Group, LLC

1.02M
Shares

$62.9 Million
0.39% of portfolio
Morgan Stanley New York, NY

992K
Shares

$61.4 Million
0.0% of portfolio

View Full List

About WISDOMTREE U.S. LARGECAP FUND

Ticker EPS
Sector ETFs
Industry ETFs

More about EPS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wilbanks Smith & Thomas Asset Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wilbanks Smith & Thomas Asset Management LLC with notifications on news.

Account