Arkadios Wealth Advisors’s WisdomTree US LargeCap Fund EPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $876K | Buy |
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|
2025
Q1 | $795K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $236K | Buy |
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|
2022
Q4 | $214K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $231K | Sell |
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|
2022
Q1 | $325K | Sell |
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|
2021
Q4 | $425K | Sell |
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|
2021
Q3 | $575K | Sell |
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|
2021
Q2 | $648K | Sell |
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|
2021
Q1 | $678K | Buy |
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|
2020
Q4 | $416K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $18.9K | Sell |
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|
2019
Q4 | $46.5K | Buy |
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