Global Retirement Partners, LLC Wisdomtree U.S. Largecap Fund Transaction History

Global Retirement Partners, LLC

  • $3.25 Billion
  • Q3 2024

A detailed history of Global Retirement Partners, LLC transactions in Wisdomtree U.S. Largecap Fund stock. As of the latest transaction made, Global Retirement Partners, LLC holds 19,346 shares of EPS stock, worth $1.22 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
19,346
Previous 11,150 73.51%
Holding current value
$1.22 Million
Previous $634,000 83.12%
% of portfolio
0.04%
Previous 0.02%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024
BUY
$54.33 - $60.04 $445,288 - $492,087
8,196 Added 73.51%
19,346 $1.16 Million
Q2 2024

Jul 23, 2024
BUY
$52.92 - $56.98 $396,900 - $427,350
7,500 Added 205.48%
11,150 $634,000
Q3 2023

Oct 13, 2023
SELL
$45.54 - $48.62 $232,254 - $247,962
-5,100 Reduced 58.29%
3,650 $166,000
Q1 2023

May 05, 2023
BUY
$41.41 - $45.19 $99,383 - $108,456
2,400 Added 37.8%
8,750 $382,000
Q4 2022

Feb 13, 2023
SELL
$38.5 - $44.12 $731,500 - $838,280
-19,000 Reduced 74.95%
6,350 $264,000
Q3 2022

Nov 03, 2022
SELL
$38.39 - $46.02 $211,145 - $253,110
-5,500 Reduced 17.83%
25,350 $1.06 Million
Q2 2022

Jul 15, 2022
BUY
$39.74 - $48.71 $1.07 Million - $1.31 Million
26,850 Added 671.25%
30,850 $1.26 Million
Q1 2022

Jul 14, 2022
BUY
$44.93 - $50.92 $179,720 - $203,680
4,000 New
4,000 $171,000
Q4 2021

Jan 21, 2022
SELL
$45.99 - $50.68 $275,940 - $304,080
-6,000 Closed
0 $0
Q3 2020

Oct 09, 2020
SELL
$33.18 - $37.7 $248,850 - $282,750
-7,500 Reduced 55.56%
6,000 $213,000
Q2 2020

Jul 13, 2020
SELL
$26.85 - $35.49 $28,192 - $37,264
-1,050 Reduced 7.22%
13,500 $448,000
Q2 2018

Aug 13, 2018
BUY
N/A
14,550 New
14,550 $446,000

Others Institutions Holding EPS

# of Institutions
123
Shares Held
11.5M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE U.S. LARGECAP FUND

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