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Asset Dedication LLC’s WisdomTree US LargeCap Fund EPS Stock Holding History

Asset Dedication LLC’s Portfolio EPS Stock Details EPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-804
Closed -$40K – 1005
2021
Q4 		$40K Buy
+804
New +$39.2K ﹤0.01% 445

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Asset Dedication LLC's EPS Position: Q1 2022 in Review

Asset Dedication LLC sold out of WisdomTree US LargeCap Fund (EPS) in Q1 2022, closing a stake of 804 shares — an estimated $40K sold.

Asset Dedication LLC first reported a position in EPS in Q4 2021 and held it in 1 quarter. The position peaked at $40K in Q4 2021. 93 funds tracked by Wall St. Rank hold EPS as of Q1 2022.

  • Asset Dedication LLC reported no remaining WisdomTree US LargeCap Fund position as of Q1 2022 after selling out during the quarter.
  • Asset Dedication LLC sold 804 WisdomTree US LargeCap Fund shares in Q1 2022, an estimated $40K.
  • Asset Dedication LLC first reported a position in WisdomTree US LargeCap Fund in Q4 2021 and held it in 1 quarter.
  • Asset Dedication LLC's WisdomTree US LargeCap Fund position peaked at $40K in Q4 2021.
  • 93 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q1 2022.

Based on Asset Dedication LLC's 13F filing for Q1 2022, filed 21 Apr 2022.