Rmr Wealth Builders Wisdomtree U.S. Largecap Fund Transaction History

Rmr Wealth Builders

$1.17 Billion
Q3 2025

A detailed history of Rmr Wealth Builders transactions in Wisdomtree U.S. Largecap Fund stock. As of the latest transaction made, Rmr Wealth Builders holds 3,173 shares of EPS stock, worth $220,809. This represents 0.02% of its overall portfolio holdings.

Number of Shares

3,173

Previous 3,194 0.66%

Holding current value

$220,809

Previous $204,000 6.86%

% of portfolio

0.02%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 05, 2025	SELL	$64.14 - $69.37 $1,346 - $1,456	-21 Reduced 0.66%	3,173 $218,000
Q2 2025 Jul 08, 2025	BUY	$52.66 - $64.01 $168,196 - $204,447	3,194 New	3,194 $204,000
Q4 2022 Feb 15, 2023	BUY	$38.5 - $44.12 $190,267 - $218,041	4,942 New	4,942 $205,000
Q2 2022 Aug 02, 2022	SELL	$39.74 - $48.71 $30,560 - $37,457	-769 Reduced 13.5%	4,929 $201,000
Q1 2022 May 13, 2022	BUY	$44.93 - $50.92 $58,903 - $66,756	1,311 Added 29.88%	5,698 $276,000

Q4 2021 Feb 02, 2022	BUY	$45.99 - $50.68 $201,758 - $222,333	4,387 New	4,387 $221,000
Q2 2021 Aug 16, 2021	SELL	$43.71 - $46.27 $129,993 - $137,606	-2,974 Closed	0 $0
Q1 2021 May 13, 2021	BUY	$39.62 - $43.4 $117,829 - $129,071	2,974 New	2,974 $129,000

Others Institutions Holding EPS

# of Institutions

165

Shares Held

14.1M

Call Options Held

Put Options Held

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About WISDOMTREE U.S. LARGECAP FUND

Ticker EPS
Sector ETFs
Industry ETFs

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Rmr Wealth Builders Wisdomtree U.S. Largecap Fund Transaction History