Baldwin Wealth Partners’s WisdomTree US LargeCap Fund EPS Stock Holding History

Baldwin Wealth Partners’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
2025 Q1	–	Sell
2024 Q4	$261K	Sell
2024 Q3	$2.16M	Buy