A detailed history of Lpl Financial LLC transactions in Wisdomtree U.S. Largecap Fund stock. As of the latest transaction made, Lpl Financial LLC holds 1,025,913 shares of EPS stock, worth $62.4 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,025,913
Previous 968,269 5.95%
Holding current value
$62.4 Million
Previous $53.6 Million 8.78%
% of portfolio
0.03%
Previous 0.03%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 07, 2024

BUY
$52.92 - $56.98 $3.05 Million - $3.28 Million
57,644 Added 5.95%
1,025,913 $58.4 Million
Q1 2024

May 10, 2024

BUY
$49.46 - $55.4 $2.77 Million - $3.1 Million
55,956 Added 6.13%
968,269 $53.6 Million
Q4 2023

Feb 14, 2024

BUY
$43.69 - $50.33 $6.84 Million - $7.88 Million
156,537 Added 20.71%
912,313 $45.7 Million
Q3 2023

Nov 13, 2023

BUY
$45.54 - $48.62 $1.38 Million - $1.48 Million
30,353 Added 4.18%
755,776 $34.6 Million
Q2 2023

Jul 31, 2023

BUY
$43.03 - $46.8 $2.21 Million - $2.41 Million
51,438 Added 7.63%
725,423 $33.9 Million
Q1 2023

May 10, 2023

BUY
$41.41 - $45.19 $7.64 Million - $8.33 Million
184,381 Added 37.66%
673,985 $29.5 Million
Q4 2022

Feb 07, 2023

BUY
$38.5 - $44.12 $918,109 - $1.05 Million
23,847 Added 5.12%
489,604 $20.4 Million
Q3 2022

Nov 14, 2022

SELL
$38.39 - $46.02 $37.3 Million - $44.7 Million
-971,198 Reduced 67.59%
465,757 $17.9 Million
Q2 2022

Aug 12, 2022

BUY
$39.74 - $48.71 $3.21 Million - $3.94 Million
80,806 Added 5.96%
1,436,955 $58.6 Million
Q1 2022

May 16, 2022

BUY
$44.93 - $50.92 $50.7 Million - $57.5 Million
1,128,566 Added 495.89%
1,356,149 $65.6 Million
Q4 2021

Feb 14, 2022

BUY
$45.99 - $50.68 $414,553 - $456,829
9,014 Added 4.12%
227,583 $11.5 Million
Q3 2021

Nov 15, 2021

BUY
$45.77 - $48.62 $376,870 - $400,337
8,234 Added 3.91%
218,569 $10.1 Million
Q2 2021

Aug 13, 2021

SELL
$43.71 - $46.27 $311,958 - $330,228
-7,137 Reduced 3.28%
210,335 $9.72 Million
Q1 2021

May 14, 2021

BUY
$39.62 - $43.4 $58,994 - $64,622
1,489 Added 0.69%
217,472 $9.43 Million
Q4 2020

Feb 12, 2021

BUY
$34.44 - $40.16 $126,050 - $146,985
3,660 Added 1.72%
215,983 $8.67 Million
Q3 2020

Nov 09, 2020

BUY
$33.18 - $37.7 $540,535 - $614,170
16,291 Added 8.31%
212,323 $7.52 Million
Q2 2020

Aug 13, 2020

BUY
$26.85 - $35.49 $340,887 - $450,581
12,696 Added 6.92%
196,032 $6.5 Million
Q1 2020

May 14, 2020

BUY
$24.35 - $37.92 $476,261 - $741,677
19,559 Added 11.94%
183,336 $5.15 Million
Q4 2019

Feb 14, 2020

BUY
$32.43 - $36.81 $1.35 Million - $1.54 Million
41,709 Added 34.17%
163,777 $6.01 Million
Q3 2019

Nov 13, 2019

SELL
$33.34 - $34.14 $76,315 - $78,146
-2,289 Reduced 1.84%
122,068 $4.09 Million
Q2 2019

Aug 09, 2019

BUY
N/A
2,720 Added 2.24%
124,357 $4.09 Million
Q1 2019

May 08, 2019

SELL
N/A
-5,057 Reduced 3.99%
121,637 $3.87 Million
Q4 2018

Feb 07, 2019

BUY
N/A
9,216 Added 7.84%
126,694 $3.57 Million
Q3 2018

Nov 14, 2018

BUY
N/A
71 Added 0.06%
117,478 $3.84 Million
Q2 2018

Aug 14, 2018

SELL
N/A
-4,458 Reduced 3.66%
117,407 $3.6 Million
Q1 2018

May 15, 2018

BUY
N/A
9,750 Added 8.7%
121,865 $3.7 Million
Q4 2017

Feb 14, 2018

BUY
N/A
71,140 Added 173.62%
112,115 $3.48 Million
Q3 2017

Nov 14, 2017

SELL
N/A
-81 Reduced 0.2%
40,975 $3.57 Million
Q2 2017

Aug 14, 2017

BUY
N/A
41,056
41,056 $3.42 Million

Others Institutions Holding EPS

About WISDOMTREE U.S. LARGECAP FUND


  • Ticker EPS
  • Sector ETFs
  • Industry ETFs
More about EPS
Track This Portfolio

Track Lpl Financial LLC Portfolio

Follow Lpl Financial LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lpl Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lpl Financial LLC with notifications on news.