Beacon Financial Advisory LLC Wisdomtree U.S. Largecap Fund Transaction History

Beacon Financial Advisory LLC

  • $344 Million
  • Q2 2025

A detailed history of Beacon Financial Advisory LLC transactions in Wisdomtree U.S. Largecap Fund stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 20,361 shares of EPS stock, worth $1.37 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares
20,361
Previous 23,748 14.26%
Holding current value
$1.37 Million
Previous $1.41 Million 7.39%
% of portfolio
0.38%
Previous 0.47%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025
SELL
$52.66 - $64.01 $178,359 - $216,801
-3,387 Reduced 14.26%
20,361 $1.3 Million
Q1 2025

Apr 24, 2025
BUY
$58.38 - $64.16 $811,131 - $891,439
13,894 Added 141.0%
23,748 $1.41 Million
Q4 2024

Jan 27, 2025
BUY
$59.58 - $63.93 $174,509 - $187,250
2,929 Added 42.3%
9,854 $602,000
Q3 2024

Oct 30, 2024
BUY
$54.33 - $60.04 $104,150 - $115,096
1,917 Added 38.28%
6,925 $415,000
Q2 2024

Jul 26, 2024
BUY
$52.92 - $56.98 $265,023 - $285,355
5,008 New
5,008 $284,000

Others Institutions Holding EPS

# of Institutions
159
Shares Held
13.8M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE U.S. LARGECAP FUND

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