Essential Planning, Llc. Wisdomtree U.S. Largecap Fund Transaction History

Essential Planning, Llc.

$15 Billion
Q4 2024

A detailed history of Essential Planning, Llc. transactions in Wisdomtree U.S. Largecap Fund stock. As of the latest transaction made, Essential Planning, Llc. holds 741,411 shares of EPS stock, worth $46.7 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares

741,411

Previous 11,952 6103.24%

Holding current value

$46.7 Million

Previous $717,000 6226.22%

% of portfolio

0.3%

Previous 0.3%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$59.58 - $63.93 $43.5 Million - $46.6 Million	729,459 Added 6103.24%	741,411 $45.4 Million
Q3 2024 Nov 07, 2024	SELL	$54.33 - $60.04 $35,640 - $39,386	-656 Reduced 5.2%	11,952 $717,000
Q2 2024 Aug 14, 2024	SELL	$52.92 - $56.98 $70,171 - $75,555	-1,326 Reduced 9.52%	12,608 $717,000
Q4 2023 Feb 13, 2024	SELL	$43.69 - $50.33 $12,670 - $14,595	-290 Reduced 2.04%	13,934 $698,000
Q3 2023 Nov 08, 2023	SELL	$45.54 - $48.62 $72,499 - $77,403	-1,592 Reduced 10.07%	14,224 $650,000
Q2 2023 Aug 10, 2023	SELL	$43.03 - $46.8 $14,027 - $15,256	-326 Reduced 2.02%	15,816 $738,000
Q1 2023 May 09, 2023	SELL	$41.41 - $45.19 $316,165 - $345,025	-7,635 Reduced 32.11%	16,142 $705,000
Q4 2022 Feb 14, 2023	BUY	$38.5 - $44.12 $915,414 - $1.05 Million	23,777 New	23,777 $988,000

Others Institutions Holding EPS

# of Institutions

147

Shares Held

14.1M

Call Options Held

Put Options Held

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About WISDOMTREE U.S. LARGECAP FUND

Ticker EPS
Sector ETFs
Industry ETFs

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Essential Planning, Llc. Wisdomtree U.S. Largecap Fund Transaction History