Seven Mile Advisory Wisdomtree U.S. Largecap Fund Transaction History

Seven Mile Advisory

$619 Billion
Q3 2025

A detailed history of Seven Mile Advisory transactions in Wisdomtree U.S. Largecap Fund stock. As of the latest transaction made, Seven Mile Advisory holds 19,175 shares of EPS stock, worth $1.33 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares

19,175

Holding current value

$1.33 Million

% of portfolio

0.21%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 13, 2025	BUY	$64.14 - $69.37 $1.23 Million - $1.33 Million	19,175 New	19,175 $1.32 Billion

Others Institutions Holding EPS

# of Institutions

166

Shares Held

14.1M

Call Options Held

Put Options Held

Fiduciary Trust CO Boston, MA

2.12M
Shares

$147 Million
1.72% of portfolio
Lpl Financial LLC Fort Mill, SC

1.35M
Shares

$93.7 Million
0.03% of portfolio
Private Wealth Strategies, L.L.C.

1.27M
Shares

$88.4 Million
14.73% of portfolio
Morgan Stanley New York, NY

913K
Shares

$63.5 Million
0.0% of portfolio
Lido Advisors, LLC Los Angeles, CA

832K
Shares

$57.9 Million
0.18% of portfolio

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About WISDOMTREE U.S. LARGECAP FUND

Ticker EPS
Sector ETFs
Industry ETFs

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Seven Mile Advisory Wisdomtree U.S. Largecap Fund Transaction History