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

Vista Investment Management

$250 Million
Q4 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 81,583 shares of EPS stock, worth $4.82 Million. This represents 2.0% of its overall portfolio holdings.

Number of Shares

81,583

Previous 81,471 0.14%

Holding current value

$4.82 Million

Previous $4.89 Million 2.04%

% of portfolio

2.0%

Previous 1.94%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$59.58 - $63.93 $6,672 - $7,160	112 Added 0.14%	81,583 $4.99 Million
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

149

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