Vista Investment Management Wisdomtree U.S. Largecap Fund Transaction History

Vista Investment Management

  • $252 Million
  • Q3 2024

A detailed history of Vista Investment Management transactions in Wisdomtree U.S. Largecap Fund stock. As of the latest transaction made, Vista Investment Management holds 81,471 shares of EPS stock, worth $5.18 Million. This represents 1.94% of its overall portfolio holdings.

Number of Shares
81,471
Previous 80,718 0.93%
Holding current value
$5.18 Million
Previous $4.59 Million 6.53%
% of portfolio
1.94%
Previous 1.94%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
BUY
$54.33 - $60.04 $40,910 - $45,210
753 Added 0.93%
81,471 $4.89 Million
Q2 2024

Aug 14, 2024
BUY
$52.92 - $56.98 $104,993 - $113,048
1,984 Added 2.52%
80,718 $4.59 Million
Q1 2024

May 15, 2024
SELL
$49.46 - $55.4 $18,399 - $20,608
-372 Reduced 0.47%
78,734 $4.36 Million
Q4 2023

Feb 14, 2024
BUY
$43.69 - $50.33 $86,200 - $99,301
1,973 Added 2.56%
79,106 $3.96 Million
Q3 2023

Nov 13, 2023
BUY
$45.54 - $48.62 $2,185 - $2,333
48 Added 0.06%
77,133 $3.53 Million
Q2 2023

Aug 14, 2023
BUY
$43.03 - $46.8 $16,738 - $18,205
389 Added 0.51%
77,085 $3.6 Million
Q1 2023

May 15, 2023
BUY
$41.41 - $45.19 $33,045 - $36,061
798 Added 1.05%
76,696 $3.35 Million
Q4 2022

Feb 13, 2023
BUY
$38.5 - $44.12 $97,982 - $112,285
2,545 Added 3.47%
75,898 $3.16 Million
Q3 2022

Nov 14, 2022
BUY
$38.39 - $46.02 $148,530 - $178,051
3,869 Added 5.57%
73,353 $2.82 Million
Q2 2022

Aug 12, 2022
BUY
$39.74 - $48.71 $291,214 - $356,946
7,328 Added 11.79%
69,484 $2.84 Million
Q1 2022

May 13, 2022
BUY
$44.93 - $50.92 $2.79 Million - $3.16 Million
62,156 New
62,156 $3.01 Million

Others Institutions Holding EPS

# of Institutions
131
Shares Held
11.5M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE U.S. LARGECAP FUND

EPS Quotes by TradingView
  • Ticker EPS
  • Sector ETFs
  • Industry ETFs
More about EPS
Track This Portfolio

Track Vista Investment Management Portfolio

Follow Vista Investment Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Vista Investment Management, based on Form 13F filings with the SEC.

News

Stay updated on Vista Investment Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email