Flagship Wealth Advisors, LLC Wisdomtree U.S. Largecap Fund Transaction History

Flagship Wealth Advisors, LLC

  • $303 Billion
  • Q3 2025

A detailed history of Flagship Wealth Advisors, LLC transactions in Wisdomtree U.S. Largecap Fund stock. As of the latest transaction made, Flagship Wealth Advisors, LLC holds 156,719 shares of EPS stock, worth $10.9 Million. This represents 3.56% of its overall portfolio holdings.

Number of Shares
156,719
Previous 87,260 79.6%
Holding current value
$10.9 Million
Previous $5.59 Billion 93.43%
% of portfolio
3.56%
Previous 2.11%

Shares

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

Oct 30, 2025
BUY
$64.14 - $69.37 $4.46 Million - $4.82 Million
69,459 Added 79.6%
156,719 $10.8 Billion
Q2 2025

Aug 07, 2025
BUY
$52.66 - $64.01 $402,006 - $488,652
7,634 Added 9.59%
87,260 $5.59 Billion
Q1 2025

May 09, 2025
BUY
$58.38 - $64.16 $4.65 Million - $5.11 Million
79,626 New
79,626 $4.72 Billion

Others Institutions Holding EPS

# of Institutions
165
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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