Bartlett & Co Wealth Management’s WisdomTree US LargeCap Fund EPS Stock Holding History

Bartlett & Co Wealth Management’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 Q3	$64.7K	Hold
2025 Q2	$60.1K	Hold
2025 Q1	$55.7K	Buy