Stifel Financial Corp Wisdomtree U.S. Largecap Fund Transaction History

Stifel Financial Corp

$93.7 Billion
Q4 2024

A detailed history of Stifel Financial Corp transactions in Wisdomtree U.S. Largecap Fund stock. As of the latest transaction made, Stifel Financial Corp holds 12,221 shares of EPS stock, worth $769,067. This represents 0.0% of its overall portfolio holdings.

Number of Shares

12,221

Previous 12,300 0.64%

Holding current value

$769,067

Previous $738,000 1.22%

% of portfolio

0.0%

Previous 0.0%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$59.58 - $63.93 $4,706 - $5,050	-79 Reduced 0.64%	12,221 $747,000
Q3 2024 Nov 14, 2024	SELL	$54.33 - $60.04 $1,358 - $1,501	-25 Reduced 0.2%	12,300 $738,000
Q2 2024 Aug 13, 2024	BUY	$52.92 - $56.98 $3,545 - $3,817	67 Added 0.55%	12,325 $701,000
Q1 2024 May 13, 2024	SELL	$49.46 - $55.4 $7,666 - $8,587	-155 Reduced 1.25%	12,258 $679,000
Q4 2023 Feb 12, 2024	SELL	$43.69 - $50.33 $24,946 - $28,738	-571 Reduced 4.4%	12,413 $622,000
Q3 2023 Nov 13, 2023	BUY	$45.54 - $48.62 $29,327 - $31,311	644 Added 5.22%	12,984 $594,000
Q2 2023 Aug 14, 2023	BUY	$43.03 - $46.8 $20,525 - $22,323	477 Added 4.02%	12,340 $576,000
Q1 2023 May 12, 2023	SELL	$41.41 - $45.19 $269,165 - $293,735	-6,500 Reduced 35.4%	11,863 $518,000
Q4 2022 Feb 13, 2023	SELL	$38.5 - $44.12 $223,916 - $256,601	-5,816 Reduced 24.05%	18,363 $763,000
Q3 2022 Nov 14, 2022	BUY	$38.39 - $46.02 $664,646 - $796,744	17,313 Added 252.16%	24,179 $928,000
Q2 2022 Aug 15, 2022	SELL	$39.74 - $48.71 $466,189 - $571,417	-11,731 Reduced 63.08%	6,866 $280,000
Q1 2022 May 13, 2022	SELL	$44.93 - $50.92 $34,730 - $39,361	-773 Reduced 3.99%	18,597 $899,000
Q4 2021 Feb 14, 2022	SELL	$45.99 - $50.68 $98,372 - $108,404	-2,139 Reduced 9.94%	19,370 $975,000
Q3 2021 Nov 15, 2021	BUY	$45.77 - $48.62 $732 - $777	16 Added 0.07%	21,509 $989,000
Q2 2021 Aug 13, 2021	SELL	$43.71 - $46.27 $1,966 - $2,082	-45 Reduced 0.21%	21,493 $993,000
Q1 2021 May 14, 2021	BUY	$39.62 - $43.4 $277,656 - $304,147	7,008 Added 48.23%	21,538 $934,000
Q4 2020 Feb 12, 2021	BUY	$34.44 - $40.16 $500,413 - $583,524	14,530 New	14,530 $584,000

Others Institutions Holding EPS

# of Institutions

147

Shares Held

14.1M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE U.S. LARGECAP FUND

Ticker EPS
Sector ETFs
Industry ETFs

More about EPS

Track This Portfolio

Portfolio Update

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

News

Stay updated on Stifel Financial Corp with notifications on news.

Account

Stifel Financial Corp Wisdomtree U.S. Largecap Fund Transaction History