Creative Planning Wisdomtree U.S. Largecap Fund Transaction History

Creative Planning

$103 Billion
Q4 2024

A detailed history of Creative Planning transactions in Wisdomtree U.S. Largecap Fund stock. As of the latest transaction made, Creative Planning holds 95,635 shares of EPS stock, worth $6.02 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

95,635

Previous 90,329 5.87%

Holding current value

$6.02 Million

Previous $5.42 Million 7.87%

% of portfolio

0.01%

Previous 0.01%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$59.58 - $63.93 $316,131 - $339,212	5,306 Added 5.87%	95,635 $5.85 Million
Q3 2024 Oct 11, 2024	SELL	$54.33 - $60.04 $206,671 - $228,392	-3,804 Reduced 4.04%	90,329 $5.42 Million
Q2 2024 Aug 15, 2024	SELL	$52.92 - $56.98 $2,593 - $2,792	-49 Reduced 0.05%	94,133 $5.35 Million
Q1 2024 May 10, 2024	SELL	$49.46 - $55.4 $108,713 - $121,769	-2,198 Reduced 2.28%	94,182 $5.22 Million
Q4 2023 Feb 14, 2024	SELL	$43.69 - $50.33 $992,767 - $1.14 Million	-22,723 Reduced 19.08%	96,380 $4.83 Million
Q3 2023 Nov 16, 2023	SELL	$45.54 - $48.62 $153,378 - $163,752	-3,368 Reduced 2.75%	119,103 $5.45 Million
Q2 2023 Jul 21, 2023	SELL	$43.03 - $46.8 $226,509 - $246,355	-5,264 Reduced 4.12%	122,471 $5.72 Million
Q1 2023 May 15, 2023	SELL	$41.41 - $45.19 $62,322 - $68,010	-1,505 Reduced 1.16%	127,735 $5.58 Million
Q4 2022 Feb 10, 2023	SELL	$38.5 - $44.12 $449,564 - $515,189	-11,677 Reduced 8.29%	129,240 $5.37 Million
Q3 2022 Nov 03, 2022	SELL	$38.39 - $46.02 $720,503 - $863,703	-18,768 Reduced 11.75%	140,917 $5.41 Million
Q2 2022 Aug 15, 2022	SELL	$39.74 - $48.71 $272,894 - $334,491	-6,867 Reduced 4.12%	159,685 $6.52 Million
Q1 2022 May 16, 2022	SELL	$44.93 - $50.92 $71,348 - $80,860	-1,588 Reduced 0.94%	166,552 $8.05 Million
Q4 2021 Feb 11, 2022	BUY	$45.99 - $50.68 $494,760 - $545,215	10,758 Added 6.84%	168,140 $8.47 Million
Q3 2021 Nov 10, 2021	SELL	$45.77 - $48.62 $281,027 - $298,526	-6,140 Reduced 3.75%	157,382 $7.24 Million
Q2 2021 Aug 04, 2021	SELL	$43.71 - $46.27 $339,233 - $359,101	-7,761 Reduced 4.53%	163,522 $7.56 Million
Q1 2021 Apr 30, 2021	SELL	$39.62 - $43.4 $215,968 - $236,573	-5,451 Reduced 3.08%	171,283 $7.43 Million
Q4 2020 Jan 29, 2021	SELL	$34.44 - $40.16 $1.09 Million - $1.27 Million	-31,661 Reduced 15.19%	176,734 $7.1 Million
Q3 2020 Nov 05, 2020	BUY	$33.18 - $37.7 $6.5 Million - $7.38 Million	195,879 Added 1565.03%	208,395 $7.38 Million
Q2 2020 Jul 23, 2020	SELL	$26.85 - $35.49 $32,515 - $42,978	-1,211 Reduced 8.82%	12,516 $415,000
Q1 2020 May 05, 2020	SELL	$24.35 - $37.92 $9,131 - $14,220	-375 Reduced 2.66%	13,727 $386,000
Q4 2019 Jan 30, 2020	SELL	$32.43 - $36.81 $10,053 - $11,411	-310 Reduced 2.15%	14,102 $517,000
Q3 2019 Nov 01, 2019	BUY	$33.34 - $34.14 $10,335 - $10,583	310 Added 2.2%	14,412 $483,000
Q1 2019 Apr 24, 2019	BUY	N/A	1,586 Added 12.67%	14,102 $448,000
Q4 2018 Feb 01, 2019	SELL	N/A	-322 Reduced 2.51%	12,516 $353,000
Q3 2018 Oct 25, 2018	BUY	N/A	322 Added 2.57%	12,838 $419,000
Q4 2017 Jan 17, 2018	BUY	N/A	8,344 Added 200.0%	12,516 $389,000
Q3 2017 Oct 17, 2017	BUY	N/A	4,172	4,172 $363,000

Others Institutions Holding EPS

# of Institutions

147

Shares Held

14.1M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE U.S. LARGECAP FUND

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Creative Planning Wisdomtree U.S. Largecap Fund Transaction History