Institutional shares held 14.1 Million
0 calls
0 puts
Total value of holdings $828M
$0 calls
$0 puts
# of Institutions 149


Latest Institutional Activity in EPS

Top Purchases

Q4 2024
Lido Advisors, LLC Shares Held: 1.24M ($73.3M)
Q4 2024
Essential Planning, Llc. Shares Held: 741K ($43.6M)
Q4 2024
Stenger Family Office, LLC Shares Held: 186K ($11M)
Q4 2024
Fiduciary Trust CO Shares Held: 2.26M ($133M)
Q4 2024
Garrett Wealth Advisory Group, LLC Shares Held: 744K ($43.8M)

Top Sells

Q4 2024
Baldwin Brothers LLC Shares Held: 4.26K ($251K)
Q4 2024
Envestnet Asset Management Inc Shares Held: 22.8K ($1.34M)
Q4 2024
Morgan Stanley Shares Held: 973K ($57.3M)
Q4 2024
New Square Capital LLC Shares Held: 65.2K ($3.84M)
Q4 2024
Insight Advisors, LLC Shares Held: 16.3K ($957K)

About EPS

Track Institutional and Insider Activities on EPS

Follow WISDOMTREE U.S. LARGECAP FUND and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells EPS shares.

Notify only if
Any

Insider Trading

Get notified when an Wisdomtree U.S. Largecap Fund insider buys or sells EPS shares.

Notify only if
Any
Any
P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
20 item(s) selected

News

Receive news related to WISDOMTREE U.S. LARGECAP FUND

Track Activities on EPS