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

Beacon Financial Advisory LLC

$373 Million
Q3 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 17,507 shares of EPS stock, worth $1.22 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares

17,507

Previous 20,361 14.02%

Holding current value

$1.22 Million

Previous $1.3 Million 7.44%

% of portfolio

0.32%

Previous 0.38%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 29, 2025	SELL	$64.14 - $69.37 $183,055 - $197,981	-2,854 Reduced 14.02%	17,507 $1.21 Million
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

166

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

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