Insight Advisors, LLC Wisdomtree U.S. Largecap Fund Transaction History

Insight Advisors, LLC

$380 Million
Q4 2024

A detailed history of Insight Advisors, LLC transactions in Wisdomtree U.S. Largecap Fund stock. As of the latest transaction made, Insight Advisors, LLC holds 16,252 shares of EPS stock, worth $1.02 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

16,252

Previous 25,488 36.24%

Holding current value

$1.02 Million

Previous $1.53 Million 35.03%

% of portfolio

0.26%

Previous 0.41%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	SELL	$59.58 - $63.93 $550,280 - $590,457	-9,236 Reduced 36.24%	16,252 $994,000
Q3 2024 Oct 15, 2024	SELL	$54.33 - $60.04 $778,059 - $859,832	-14,321 Reduced 35.97%	25,488 $1.53 Million
Q2 2024 Jul 15, 2024	SELL	$52.92 - $56.98 $903,609 - $972,933	-17,075 Reduced 30.02%	39,809 $2.26 Million
Q1 2024 May 06, 2024	SELL	$49.46 - $55.4 $1.23 Million - $1.38 Million	-24,862 Reduced 30.41%	56,884 $3.15 Million
Q4 2023 Jan 23, 2024	BUY	$43.69 - $50.33 $63,874 - $73,582	1,462 Added 1.82%	81,746 $4.1 Million
Q3 2023 Nov 07, 2023	SELL	$45.54 - $48.62 $4,918 - $5,250	-108 Reduced 0.13%	80,284 $3.67 Million
Q2 2023 Aug 07, 2023	BUY	$43.03 - $46.8 $475,223 - $516,859	11,044 Added 15.93%	80,392 $3.76 Million
Q1 2023 May 03, 2023	BUY	$41.41 - $45.19 $244,898 - $267,253	5,914 Added 9.32%	69,348 $3.03 Million
Q4 2022 Feb 21, 2023	SELL	$38.5 - $44.12 $986,139 - $1.13 Million	-25,614 Reduced 28.76%	63,434 $2.64 Million
Q3 2022 Dec 12, 2022	BUY	$38.39 - $46.02 $71,942 - $86,241	1,874 Added 2.15%	89,048 $3.42 Million
Q2 2022 Aug 11, 2022	BUY	$39.74 - $48.71 $211,694 - $259,478	5,327 Added 6.51%	87,174 $3.85 Million
Q1 2022 May 13, 2022	BUY	$44.93 - $50.92 $325,697 - $369,119	7,249 Added 9.72%	81,847 $3.96 Million
Q4 2021 Feb 09, 2022	BUY	$45.99 - $50.68 $1.24 Million - $1.37 Million	26,949 Added 56.56%	74,598 $3.76 Million
Q3 2021 Nov 12, 2021	BUY	$45.77 - $48.62 $1.06 Million - $1.13 Million	23,231 Added 95.14%	47,649 $2.35 Million
Q2 2021 Aug 12, 2021	BUY	$43.71 - $46.27 $544,888 - $576,801	12,466 Added 104.3%	24,418 $1.15 Million
Q1 2021 May 17, 2021	BUY	$39.62 - $43.4 $473,538 - $518,716	11,952 New	11,952 $541,000

Others Institutions Holding EPS

# of Institutions

147

Shares Held

14.1M

Call Options Held

Put Options Held

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About WISDOMTREE U.S. LARGECAP FUND

Ticker EPS
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Insight Advisors, LLC Wisdomtree U.S. Largecap Fund Transaction History