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

Peterson Wealth Advisors, LLC

  • $603 Million
  • Q4 2025

A detailed history of Peterson Wealth Advisors, LLC transactions in Wisdomtree U.S. Largecap Fund stock. As of the latest transaction made, Peterson Wealth Advisors, LLC holds 2,910 shares of EPS stock, worth $202,506. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,910
Previous 2,900 0.34%
Holding current value
$202,506
Previous $199,000 1.51%
% of portfolio
0.03%
Previous 0.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 08, 2026
BUY
$67.42 - $70.73 $674 - $707
10 Added 0.34%
2,910 $202,000
Q3 2025

Oct 09, 2025
BUY
$64.14 - $69.37 $186,006 - $201,173
2,900 New
2,900 $199,000

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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