Allworth Financial LP Wisdomtree U.S. Largecap Fund Transaction History

Allworth Financial LP

  • $22 Billion
  • Q3 2025

A detailed history of Allworth Financial LP transactions in Wisdomtree U.S. Largecap Fund stock. As of the latest transaction made, Allworth Financial LP holds 1,033 shares of EPS stock, worth $71,886. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,033
Previous 1,882 45.11%
Holding current value
$71,886
Previous $120,000 40.83%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Dec 02, 2025
SELL
$64.14 - $69.37 $54,454 - $58,895
-849 Reduced 45.11%
1,033 $71,000
Q2 2025

Aug 07, 2025
BUY
$52.66 - $64.01 $52 - $64
1 Added 0.05%
1,882 $120,000
Q1 2025

Apr 30, 2025
BUY
$58.38 - $64.16 $49,681 - $54,600
851 Added 82.62%
1,881 $111,000
Q4 2024

Jan 30, 2025
BUY
$59.58 - $63.93 $38,429 - $41,234
645 Added 167.53%
1,030 $63,000
Q4 2023

Jan 24, 2024
BUY
$43.69 - $50.33 $16,820 - $19,377
385 New
385 $19,000

Others Institutions Holding EPS

# of Institutions
166
Shares Held
14.1M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE U.S. LARGECAP FUND

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