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

Global Retirement Partners, LLC

$3.4 Billion
Q4 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 17,670 shares of EPS stock, worth $1.12 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

17,670

Previous 19,346 8.66%

Holding current value

$1.12 Million

Previous $1.16 Million 6.89%

% of portfolio

0.03%

Previous 0.04%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	SELL	$59.58 - $63.93 $99,856 - $107,146	-1,676 Reduced 8.66%	17,670 $1.08 Million
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

128

Shares Held

11.4M

Call Options Held

Put Options Held

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About WISDOMTREE U.S. LARGECAP FUND

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